Unlisted

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

Astrid Doumeizel

Detailed walkthroughs for using every feature on Unlisted.

Step-by-step guides

Find answers and get help from Intercom Support and Community Experts

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