Quick Answer:
After every equity-related event — funding, option grant, or share transfer.
Learn More:
Delays in updating ownership records lead to misaligned reports and investor confusion. A cap table should reflect real-time data, not quarterly snapshots. Findex updates cap tables instantly after each approved transaction, ensuring decisions rely on current ownership insights.
Your complete net worth, finally in one place.
Join investors using Findex to consolidate, track, and grow their portfolios. One view of everything you own.
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