Data Import

Import your existing cap table data from Excel, Carta, and other sources

Supported Import Formats

Excel & CSV

Import stakeholder data, shareholdings, and option grants from spreadsheets.

Carta Export

Seamlessly import your cap table data from Carta exports.

Import Process

Step-by-Step Import
  1. Export your data from your current cap table system
  2. Upload the file using our import wizard
  3. Map columns to match our data structure
  4. Review and validate the imported data
  5. Complete the import process

Ready to import your data?

Start by creating a company and then use the import feature.

Try Demo Create Company