Set up the initial equity structure
Record founders and the company’s opening ownership structure.
Last reviewed: 2026-08-25
Purpose
Initial equity records the opening founder or shareholder structure from which later financing events build.
Record the opening structure
Company cap table → Add contract or initial equity → Equity
- Confirm the incorporation date, authorized shares, share classes, and founding stakeholders from the legal records.
- Add each founder or initial shareholder to the equity contract.
- Enter quantities and rights using one consistent ownership basis.
- Review totals against the incorporation documents before issuing.
Opening balances affect every later calculation
Do not force totals to match by inventing stakeholders or shares. Resolve discrepancies against the company’s legal records before issuance.