Knowledge Base: Transferring Cap Table Information from SeedLegals to FounderCatalyst

To move your cap table data from SeedLegals to FounderCatalyst, you have two primary options:

1. Directly Exporting the Cap Table from SeedLegals and Providing it to FounderCatalyst

• You can simply export the cap table from SeedLegals and upload it or share it directly with FounderCatalyst.

• Limitations: This method does not import the Option Pool or companies associated with shareholdings, but all other information should carry over.

Steps:

• Log in to SeedLegals.

• Navigate to the Cap Table section of your company profile.

• Use the export function to download the cap table in either CSV or Excel format.

• Share this exported file directly with FounderCatalyst by following their instructions.

2. Formatting and Providing a CSV to Meet FounderCatalyst’s Required Template

If you prefer to format the cap table data to meet FounderCatalyst's specifications directly, here’s a guide to ensure it matches their required CSV structure.

CSV Template Format for FounderCatalyst

You can download a template here

Your CSV file should follow this column structure:

Steps to Create and Format the CSV:

1. Download the Cap Table from SeedLegals:

• Log in to SeedLegals, go to the Cap Table section, and export it in CSV format.

• This CSV may have different column headers, so you’ll need to adjust these to match the required FounderCatalyst structure.

2. Open the Exported File:

• Open the CSV file in Excel, Google Sheets, or another spreadsheet program.

3. Map and Arrange Columns to Match FounderCatalyst Requirements:

• Adjust the SeedLegals CSV to ensure each column aligns with the FounderCatalyst template.

• Use the descriptions in the template above to map your columns correctly.

4. Populate Missing Columns:

• Company number: Enter the company registration number (usually found in your company profile or SeedLegals account).

• Shares change: Populate with the number of shares involved in each transaction.

• Scheme, Class, and Round type: Based on your SeedLegals data, specify the scheme (e.g., “Ordinary”), class (e.g., “A”), and round type (e.g., “Seed” or “Series A”).

• Created at: Ensure each row has a corresponding transaction date.

5. Save the Formatted CSV:

• Once all columns are correctly mapped and formatted, save the document as a CSV file.

6. Provide the CSV to FounderCatalyst:

Send the CSV to FounderCatalyst.

Tips:

• Double-check that all data aligns accurately with each column header.

• Validate Email Format: Make sure all email addresses are formatted correctly.