Import Cap Table
Upload your existing cap table from Excel, CSV, or PDF. The tool will parse it and let you review before importing.
Click to upload, or drag and drop
Excel (.xlsx, .xls) · CSV · PDF (text only)
Excel / CSV PDF
Tips for best results:
- Excel/CSV: have columns named "Name", "Shares", and (optionally) "Type" or "Class"
- PDF: only text-based PDFs work. Scanned PDFs need OCR which isn't supported.
- Rows with "Total" in the name are auto-skipped
- If parsing fails or types are wrong, click "Retry with AI" for smarter parsing
- You can edit names, shares, and types in the preview before importing