Adding a new security

There are 3 different ways that you can add a new security to your cap table. You can add a new security from your cap table page, securities page, and from the transactions page.

How to add a new security from the Cap Table page

When on the detailed view of your cap table you want to select NEW SECURITY which is located in the top right of the screen below contacts.This will then pull up a menu on the screen where you can select which type of security you would like to add.

How to add a new security from the Summary page

If you are on the Summary page you can add a new security by clicking on NEW SECURITY which is located in the top right corner of screen.

This will then pull up the same menu seen above under "How to add a new security from the Cap Table page" where you can select they type of Security you are wanting to add.

How to add a new security from the Transactions page

If you are on the Transactions page you can add a new security by clicking on NEW SECURITY which is located in the top right of the screen underneath contacts.This will then pull up the same menu seen above under "How to add a new security from the Cap Table page" where you can select they type of Security you are wanting to add.