The company settings ensure your workspace reflects your legal structure, internal policies, and financial rules accurately.
You’ll find the company settings at the bottom of the left-hand menu.
What you can do in company settings
In this section, you can manage:
Company details
Cap table calculation settings
Plan & billing
Bank details
Incentive agreement settings
Portfolio settings
Let’s explore each part:
Company Details
When you open the company settings, you land on the company details page.
Here, you can add or edit all the essential information about your company, including:
Company name
Address
Logo
Number of employees
Organisation number
Currency
Founded date
This information helps keep your workspace accurate and ensures alignment with official documentation.
Cap table settings
At the top of the page, switch to the “Cap table” tab.
Here you define how the fully diluted cap table is calculated:
Include or exclude unissued shares
Decide if unissued shares (such as unused pool shares) should be included in the fully diluted calculation.
This impacts ownership percentages and dilution projections.
Choose how loan interest is calculated
Select how interest on convertibles should behave:
On loan maturity date → interest accumulates until maturity
No interest → interest is not applied
On date → interest is calculated up to a specific date
These rules influence financial instrument value and future share conversion outcomes.
Plan & Billing
Switch to “Plan & billing” at the top of the page.
Here you can manage your subscription:
Upgrade your plan
Cancel your subscription
Update the number of stakeholders with incentive agreements
Updating the number of stakeholders under incentive plans automatically adjusts the amount of your subscription.
Bank details
At the top of the page, switch to the “Bank details” tab.
Here you can enter or update your company’s bank information.
Correct bank details are essential for:
Stock option exercises
Payments related to equity transactions
Generating compliant agreements
Accurate financial reporting
Incentive Agreement Settings
At the top of the page, switch to “Incentive agreements” tab.
This page defines how the valuation of incentive agreements (options, RSAs, warrants, convertibles, etc.) should be calculated.
You can choose between two calculation methods:
Actual ownership
Value is calculated using only issued shares (no future dilution).
Fully diluted ownership
Value is calculated using all potential future shares, including:
Unissued shares
Stock options
Warrants
Loans and notes
Unused equity pools
Plus issued shares
When choosing fully diluted ownership, you also have extra toggles:
Include unused authorized shares from pools
Add monetary value of financial instruments to company valuation
Based on your selections, the system automatically calculates a share price aligned with the chosen method.
Portfolio Settings
Finally, you can switch to “Portfolio settings.”
This section determines how the share price is shown to stakeholders in their portfolios.
You can choose:
Whether to base the share price on actual ownership or fully diluted ownership
If using fully diluted, whether to:
Include unused shares
Include the value of financial instruments
This ensures each stakeholder sees a view consistent with your company’s valuation policy.
Don’t forget to save
Whenever you make changes in any tab, always click “Save” to apply the updates.
Unsaved changes will be lost if you navigate away.
Conclusion
The company settings section gives you complete control over how your company appears and functions inside Unlisted.
From basic company information to cap table calculations, subscription management, bank details, incentive valuation rules, and portfolio display preferences, this area ensures your workspace is accurate, compliant, and aligned with your internal policies.