Unlisted

If you’ve received access to a company’s cap table on Unlisted, you’re viewing the company’s ownership structure as shared by its administrators

Understanding the cap table as a stakeholder

The transactions page in your Unlisted portfolio gives you a clear overview of all movements between you and the companies you’re involved with, whether you’ve bought, been granted, or converted…

Understanding the transactions page in your portfolio

Your personal portfolio in Unlisted gives you a complete, global view of everything you own, from shares to options, convertibles, and other financial instruments.

Exploring your personal portfolio

When your stock options have vested, you can choose to exercise them, which means converting your options into real shares of the company.

Exercising your stock options

Whether you are receiving RSAs, stock options, or financial instruments (convertible notes, convertible loans, warrants), the acceptance process is the same.

Accepting an agreement (receiver perspective)

Each of your RSA (Restricted Stock Award) agreements in Unlisted has its own dedicated page inside your portfolio.

Understanding your restricted stock awards agreement page

Your stock option agreement page in Unlisted helps you keep track of your stock options, their vesting progress, and their potential value.

Understanding your stock option agreement page

A company may share its cap table with you through a secret link generated in Unlisted.

Viewing the public cap table

To see your shares in Unlisted, you first need to be invited by the company.

How to get access to your portfolio as a shareholder

Astrid Doumeizel

Everything you need to know about your portfolio in Unlisted

Explore your personal portfolio

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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