Getting Started

Each new Diligent Equity account is provided with a Cap table and a shareholder to get you started. You can create any additional cap tables you need.

Create a cap table

1. Go to your Diligent Equity page and select Manage Cap Tables from the toolbar.

2. Select New Cap table.

   The Add Captable window opens.

3. Enter the Cap table name and select the Company type.

   Note

   Select LLC -Limited Liability Company for companies where you want to generate an LLC waterfall.

4. Enter Your login password and select Create cap table.

Your new cap table is now created and ready to edit. You can access it by selecting Manage Cap Tables from your toolbar.