Unlisted

Astrid Doumeizel

Børge Østrem

Help center

Your Cap Table contains sensitive and essential information about your company’s ownership structure.

Sharing your cap table

The stakeholders page in Unlisted is where you manage all individuals and entities involved in your company, founders, employees, investors, advisors, and anyone holding shares or equity instruments.

Managing your stakeholders

As a company manager, you can oversee and manage all stock option exercises initiated by your stakeholders directly from the “Exercising” page in Unlisted.

Managing stock option exercises

Convertible notes are financial instruments that start as investments in future equity and can later be converted into shares.

Managing convertible notes

A convertible loan is money that someone lends to the company, with the possibility of converting that loan into shares later.

Managing convertible loans

A warrant is a financial instrument that gives someone the right to buy shares in the future at a fixed price (called the strike or exercise price).

Issuing and managing warrants

Once your pools and programs are created, you may need to adjust details such as share amounts, exercise prices, vesting rules, or approval information.

How to edit pools and programs

A program defines how shares or stock options will be distributed from a pool. 
It sets the rules for vesting, pricing, expiry, and agreement terms, and serves as the framework…

How to create a program

A pool is a reserved collection of shares set aside for future incentive grants such as stock options, RSAs, warrants, or other equity instruments.

How to create a pool

Creating share classes allows your company to define different rights, privileges, and priorities among shareholders.

How to create a new share class

Adding a taxable value in Unlisted allows you to register the official tax value per share for a specific tax year.

How to add a taxable value

Adding a valuation in Unlisted allows you to keep your company’s valuation history accurate, transparent, and up to date.

How to add a new valuation

Agreements in Unlisted can only be edited before they are activated. 
This ensures the integrity of legally binding documents and prevents changes after an agreement has been granted or signed.

Editing agreements

Event-type transactions modify the structure of your share capital without issuing or transferring new shares.

Creating event transactions

In this section of the transactions flow, you can record major structural events in your company’s equity history, from the foundation of the company to the creation or reduction of…

Creating equity issuance & capital changes transactions

Equity Incentive Agreements are contracts that grant a stakeholder either restricted shares (RSA) or stock options. These agreements live inside a program, and each program can contain as many individual…

Creating an equity incentive agreement

A stand-alone agreement is an equity agreement created outside of a program.

Creating a stand-alone agreement

A share transfer is an equity event where shares move from one stakeholder to another without creating or deleting shares.

Creating a transfer shares transaction

The fundraising module in Unlisted helps you to simulate and structure a funding round to see the impact on the cap table before it becomes legally binding.

Fundraising in Unlisted

Detailed walkthroughs for using every feature on Unlisted.

Step-by-step guides

This guide walks you through the main steps to go from creating an account to using Unlisted fully

Getting started with Unlisted

Follow the steps to build your company account in Unlisted 

Getting started

Your Cap Table is the heart of your company’s ownership management. It gives you a complete, real-time view of who owns what, from founders and employees to investors. In Unlisted,…

Understanding and managing your cap table

The documents page in Unlisted centralizes every file related to your company’s ownership, agreements, instruments, and events.

Understanding the documents page

Financial instruments are contracts that may turn into shares in the future. 
They are often used to raise money, reward stakeholders, or prepare for future ownership changes.

Understanding the financial instruments page

The fully diluted cap table helps you understand how ownership might evolve over time, taking into account all potential shares that could be issued in the future, such as stock…

Understanding the fully diluted cap table

The incentive agreements page is where you manage all equity-related agreements your company has or will grant, including stock options, RSA agreements, and stand-alone incentive instruments.

Understanding the equity incentive agreements page

The pools & programs section is where you structure and manage the shares you plan to allocate to employees, advisors, board members, and other contributors.

Understanding the pools & programs page

Companies can create different share classes to differentiate the rights and privileges granted to shareholders.

Understanding the share classes page

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

Understanding the transactions page

The valuation page in Unlisted gives you a complete overview of your company’s value, both current and historical.

Understanding the valuation page

An overview of every page in your company account, so you can get the best out of Unlisted.

Explore Your Company Account

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

Everything you need to know about your portfolio in Unlisted

Explore your personal portfolio

Your profile settings page is where you can update and manage your personal information in Unlisted.

Manage your profile settings

Your account & security page is where you manage the core information linked to your Unlisted login and identity.

Manage your account & security settings

Why does this error appear, and how do you resolve it?

“Something went wrong” Error Message

The company settings section centralizes all the configuration options that control how your company information, cap table calculations, billing, bank details, incentive valuations, and portfolio display preferences work in Unlisted.

Manage the company settings section

The access control page is where you manage who has access to your company workspace in Unlisted and what level of permissions each person has.

Manage access control

Everything you need to know about customizing your Unlisted workspace, settings, permissions, and more.

Settings

When you create a Share Transfer, Capital Increase, or Issue Shares transaction in Unlisted, you must choose an event type.

Choosing the right event type when creating a transaction

Vesting is the process that decides when and how a stakeholder earns the right to their shares or stock options.

Understanding vesting types

Explore the principles and strategies that shape effective ownership, from structure to scale.

Core concepts

Veiledning til innlevering av aksjonærregisteroppgaven med Unlisted

Innlevering av aksjonærregisteroppgaven

Skatteinsentivordningen er en skattemessig ordning i Norge som gir personlige investorer skattefradrag for investeringer i oppstartsselskaper. Målet er å stimulere kapital til tidligfase- og vekstselskaper.

Hva er Skatteinsentivordningen?

Veiledning til rapportering av opsjoner i oppstartsselskap

Rapportering av Opsjoner i Oppstartsselskaper

Get help on how to report ownerhip to the government in Norway

Government reporting in Norway

Find answers and get help from Intercom Support and Community Experts

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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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