How To Switch From Holders View To Holdings View

Learn how to easily navigate from holders view to holdings view.

Step 1: Getting Started
  • Hover over “Capitalization” in the main navigation bar, then click “Cap Table” in the drop-down menu
Step 2: Select Filter View
  • Find the filter drop-down on the page, above the cap table on the right
  • Click where it says “Group By” and select “Holdings”

This completes the process of switching from holders view to holdings view

Still need help?

Email one of our Equanaut support agents at support@equa.global, and we can assist you further there.
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