Reading the Share Registry
What every column on the cap table means, how certificates are grouped, and how to find a specific holder's position.
Issuing a New Share Certificate
When certificates auto-issue on a Paid transaction, and how to manually issue or back-fill a certificate.
Transferring Shares Between Investors
Recording a share transfer — secondary-market settlement, gift / estate transfers, account restructures.
Splitting a Certificate
How to split a single certificate into multiple when an investor moves shares between accounts or beneficiaries.
Reversing a Certificate Event
Unwinding an erroneous certificate issuance, transfer, or split — with the audit-trail consequences.
Exporting the Cap Table
Generating a CSV / PDF cap table for board packs, auditors, or share-class roll-ups.