Finding your way

The three levels — project, project settings and company — the views at each, and the four that cover most days.

Overview

The interface has three levels, and knowing which one you are on is most of finding your way. The project is the whole LBO. A company sits inside it. And the project's own administration sits behind Project Settings, one step aside from the work.

Each level replaces the navigation rather than adding to it, which is why a view you expect can appear to be missing.

What you'll learn

The six project-level views and what each holds
What sits behind Project Settings, and who it is for
The four company-level views
Which view to start from, by task

Project level — six views

View	What it holds
Dashboard	What is running now, and the entry points to start something
Companies	Every company in this LBO
Shareholders	Every individual and legal entity, across all the companies
Hierarchy	The group structure, drawn
Templates	The document templates available to this project
Project Settings	The way into the level below

Project Settings — two views

The project's own administration, and in practice the Project Admin's area: it is where the deal team's own membership is managed.

View	What it holds
General Info	The project's own details
Members	The people with a role on this project, and their roles (A2.3)

Opening it replaces the project navigation, and Back to project returns you. So if you are hunting for Members among the project views, this is where it went.

Company level — four views

To reach a company's own views, open Companies in the project navigation and select a company from the list. The navigation then becomes that company's:

View	What it holds
Cap Table	Who holds what — carrying four views: Position, Timeline, Registry and Compare (A5.1)
Timeline	This company's events in order
Documents	This company's documents
Company Info	Its legal details

Note that shareholders are listed at project level, not per company. That follows from the model — a shareholder belongs to the project rather than to a company (A1.2) — so to see who holds in one company, read that company's cap table rather than looking for a shareholder list here.

Where to start, by task

What you need	Where to go
Something is running and I need to check on it	Dashboard
I need to start a subscription or a KYC round	Dashboard
Who is in this LBO?	Project Shareholders
What does this company's ownership look like?	Company Cap Table
Where did this holding come from?	Company Registry, then the transaction
What happened to this company, and when?	Company Timeline
How does the group fit together?	Hierarchy
Who on my team can see this?	Project Settings → Members

Dashboard, Cap Table, Registry and Timeline cover most days.

Search rather than navigate

The shareholder tables support search, which is the fastest route on a large LBO — quicker than navigating by company. Search by name and drill in from the result rather than working down the structure.

Getting back

Each level replaces the one above rather than sitting beside it. From a company, go back up to the project; from Project Settings, use Back to project. Project items are not in the company navigation, and company items are not in the project navigation — by design, and the reason a view can seem to have disappeared.

A1.2 — How Kapitable is organised · the model behind these levels
A5.1 — Reading the cap table · the view you will use most
A5.7 — The registry: tracing a transaction to its signed document · following a holding to its evidence
A5.4 — The timeline · reading a company's history