Moving your cap table:

What we’ll cover

• Why UK businesses are reviewing their equity platform – the common drivers behind migration and what we're hearing from companies considering a move.
• How to prepare before you migrate – what to review, from scheme documentation and historical grants to shareholder records, governance and data quality.
• What the migration process actually looks like – from exporting your data and validating records to mapping schemes, valuations and going live with confidence.
• The most common migration challenges (and how to avoid them) – including historical cap table issues, incomplete documentation, complex funding histories and governance inconsistencies.

Who should attend

Ideal for UK businesses feeling frustrated by the limitations of their current equity platform, or simply exploring whether there's a better fit for managing UK share schemes and cap tables.