How to Manage Your Cap Table

by | Jun 3, 2019 | Financial Services

If you run a company that needs funding, then you have your work cut out for you. It might seem like a challenge right now to manage your cap table and investor records, and it is. With the way that technology is progressing you need to be on the cutting edge to hold your lead in your market. However, there are strategies you can use to get ahead. Here is what you should know:


There are certain things like Reg A+ that you need to be aware of. This regulation will allow you to raise up to $50 million from unaccredited investors. So make sure you are effective in your money raising efforts, in a platform that allows you to utilize crowdfunding, unaccredited investors, the opportunity to IPO and more. Make sure you are doing it in a way that is acceptable with regulations.

Get a Plan

You can have a lot of success, but without a plan it will not last. You need to be able to make specific goals that you will try to reach. This gives your company a light to guide the way. Without it, your results might be scattered all over the place without consistency.

Have Reviews

You should be having regular reviews of your results. This allows you to see the trends and what kinds of things you should be doing. You can make adjustments on the fly and even get to a point where you are able to grow more quickly in a short period of time.

When it comes to cap table management and Reg A+, it is not something to take lightly. You need the right strategy. Otherwise, you risk not making as much money as possible in your business. As a result, you could end up having a lot more losses than you expected. So make sure to use the tips above and save yourself the hassle.

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