Your Equity Cap table dashboard

When you sign in to Diligent Equity it opens on the Dashboard view, displaying a high-level overview of your investments. You'll be provided with a cap table and one shareholder to start.

Here we show you what you can expect to find on this page.

teh dashboard view with numbering to relate to the numbered items below

    Toolbar

  1. Profile icon and menu

    1. Documentation takes you to the Help Center where you will find articles that will guide you through the products features and functionality.

    2. API documentation.

    3. Allow Support Access which you can enable so our support team can assist you with troubleshooting.

    4. Sign out to exit the system.

  2. Select Save Record to save any changes to your cap table.

  3. Use Scenarios to build hypothetical scenarios in your cap table. For more information go to Create and edit a What-if scenario.

  4. Manage Captables is where you go to create new cap tables, or access any cap tables that you are managing or any that have been shared with you. For more information go to Getting Started.

  5. Getting Started opens a wizard tool which guides you through details that can be added, and any option plans or stock issuance you want to generate as part of your cap table. Details can be completed at a later stage by going to the Company section in your navigation bar.

  6. The name of the Cap table you are viewing. To go to another cap table select Manage Captables.

  7. Select this icon in the toolbar to open or close the navigation panel.

    8. Navigation sidebar

  8. Your navigation sidebar is where you access the functionality of the Equity tool. For more information go to Navigation sidebar & functionality in Cap table management

    9. To-do lists and changes

  9. Add notes and reminders and view changes.