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Understanding the transactions page

The transactions page is the central place where you can view and manage all the equity transactions that have happened in your company.

Astrid Doumeizel avatar
Written by Astrid Doumeizel
Updated over 2 weeks ago

The transactions page gives you a complete historical overview of how shares were issued, transferred, converted, or modified over time, ensuring full transparency and traceability.

You can access it through the left-hand menu under “Transactions.”

What you can do on the transactions page

On this page, you can:

  • View all company transactions in chronological order

  • See key information for each transaction

  • Expand any transaction to view its full details

  • Manage documents and make corrections when possible

  • Understand how shares moved between stakeholders or share classes

  • Search for transactions

Let’s explore each part more closely.

Chronological list of transactions

Transactions are displayed from oldest at the bottom to newest at the top, giving you a clear timeline of your company’s equity events.

For each transaction, you will see:

  • Title (e.g., “Capital increase”, “Issue shares”)

  • Type of transaction

  • Date

  • Number of shares involved

  • Shareholder amounts (if applicable)

This gives you a quick visual overview of your company’s equity evolution.


Types of transactions

There are eight types of transactions you may encounter:

  1. Company foundation – creation of the initial shares of the company. If your country uses a nominal value for shares, remember to add the initial nominal value here.

  2. Capital increase – creation of new shares to increase capital

  3. Capital reduction – decrease of capital, often by cancelling shares

  4. Issue shares to one stakeholder – issuing new shares directly to a specific person

  5. Transfer shares – moving shares from one stakeholder to another

  6. Share class conversion – converting shares from one class into another

  7. Change nominal value – adjusting the nominal value of shares

  8. Split shares – dividing each share into multiple smaller shares

These cover most corporate actions affecting your cap table.


Managing each transaction

On the right side of every transaction line, you will find a three-dot menu.
Depending on the type and status of the transaction, you can:

  • Manage documents (add, replace, or delete supporting files)

  • Edit the transaction (if the structure still allows it)

  • Roll back the transaction (undo it when possible)

  • Export (for certain transaction types)

Rollback is available only when the transaction has no dependent actions after it and can be safely reversed.


Viewing the detailed transaction panel

Click the expand arrow on any transaction to open a detailed view.

This expanded panel shows exactly what happened inside the transaction, including:

  • How many shares were issued, transferred, split, or deleted

  • Which stakeholders were involved

  • Movements between share classes

  • The cost of shares that were transferred

  • The price per share

  • The share numbers (unique IDs of the shares)

This level of detail helps ensure your records remain complete and audit-ready.

Document management in the detailed view

You can also upload or manage documents directly from this expanded panel.

Sub-transactions in capital increases

If a capital increase is composed of multiple smaller actions (e.g., several separate investments contributing to the same capital increase), they will all appear grouped inside the detailed section, helping you understand the full breakdown.


Why this page matters

The Transactions page gives you:

  • A single source of truth for all equity movements

  • A transparent timeline of every event affecting ownership

  • Clear auditability for accountants, auditors, and legal teams

  • The ability to correct mistakes early by rolling back when needed

It is one of the most important pages for maintaining a clean and compliant cap table.


Conclusion

The transactions page lets you track every share-related action in your company, from foundation to share splits. The sum of the transactions is what makes up your cap table.


With a clear timeline, detailed breakdowns, and tools to manage or correct transactions, this page ensures your equity history remains accurate, up to date, and well-documented.

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