Global Shares Onboarding Documents and Information
Not sure where to start in setting up your cap table? Start with our checklist to build your cap table into an accurate, single source of truth.
Fully updated copy of the Cap Table if available
Company and Share Class specifics - Certificate/Articles of incorporation including original plus all amended filings
Company valuation history if relevant - Chronological order of companies Fair Market Value - Board approved Fair Market Values, 409A Valuation Reports
Shareholder contact list - Shareholder name, type and email address
Preferred Share purchase agreements or Term sheets
History of all share issuances
Employee Plan Pool – History and Board approval dates
Stock Option and share plan documents and agreements if an employee compensation plan is in place
History of active option and stock grants
Convertible note agreements
Warrant agreement