Migrate your cap table from a spreadsheet or another provider

Moving your cap table into PaperOS lets you manage equity, documents, and compliance in one place. This guide covers preparing your data and importing it.

Before you import:

• Gather your current cap table (spreadsheet or export from your prior provider).

• Collect underlying documents: stock purchase agreements, option grants, SAFEs/notes, board consents.

• Reconcile totals so authorized, issued, and outstanding shares match your records.

Import:

• Start the cap-table setup workflow.

• Upload your data and documents.

• Review the imported records against your source for accuracy.

PaperOS is not a law firm, and can only provide self-help services or enable collaboration with third-party service providers at your specific direction. Do not rely on any documents or information from PaperOS without consulting an attorney. PaperOS may partner with or refer clients to licensed attorneys, but such referral does not constitute an attorney-client relationship until the attorney is officially engaged by the client.