Understanding how ownership evolved requires history, and uploading cap tables one file at a time meant most companies only had their last round or two on record.

The new bulk upload lets you import a company's entire cap table history in a single action.

Bulk import: Select and upload all your historical PDFs and XLSX files at once instead of logging them one by one.

Numbers you can trust: Review what PortfolioIQ pulls from each file before it lands in the cap table, and flag anything that looks off, so the ownership history you rely on is accurate.