Create and manage funding rounds

Create, edit, and when eligible delete a funding round.

Last reviewed: 2026-08-25

Create a round

Company cap table → Rounds → Add new Round

1. Choose the financing stage.
2. Enter the round name and effective date.
3. Add a round valuation when the same valuation should apply to its contracts.
4. Save, then add the contracts that belong to the round.

Edit or delete

Open the round action menu. Editing or deletion is available only when your permission and the round’s state allow it. A round containing issued ownership cannot be treated like an unissued draft.

Before changing a date

Round dates affect ordering and valuation history. When a round has issuances, the date is locked to protect the recorded sequence of equity events.