You need to know who owns an entity, and in what proportion.
In Rhodes: Entities → any entity → Financials
The cap table is the entity's owner list. Each row is one holder:
| Holder | A person, an outside party, or another of your entities — that last one is how your structure links together. A trust holding 40% of an LLC appears here as a row, and its name links to the trust's own record. |
| Ownership % | The capital percentage. |
| Profit % | On an investment vehicle only. Set it when profit splits differently from capital — carry or promote arrangements. Left empty, profit follows capital. |
| Capital | What that holder has actually put in, shown to the cent. |
| Units and investment date | Optional, where they apply. |
The tab shows a count once there are rows — Financials (4) — so you can see at a glance whether an entity's ownership has been captured.
A holder with recorded transactions can't be removed. Rhodes says how many transactions they have; those have to be removed before the holder can be.
Adding a holder
Click Add Investor and search the Investor field. Pick the person, contact or entity from the list. If they aren't there, choose Add Marisol Vance as a new person to your directory (with the name you typed). The new record follows the row's Type: Trust adds a trust; Entity, External, Family Office or Institutional adds a company; Individual or Other adds a person. If the name matches more than one record, Rhodes asks which one you meant.
Each holder appears once. Adding someone already on the cap table shows "Fenwick Trust is already on this cap table. Edit that row instead." An older row with a name but no link shows Not linked; click Link to connect it to the right record.
Or ask in chat: "add Fenwick Trust to Bramble Hollow's cap table at 40%." If more than one record has that name, chat lists them and asks which one you mean. If none does, it adds the name to your directory as a new person.
Person entities don't have a cap table — a person isn't owned. Their Family tab covers spouse, parents, children and jointly titled holdings instead.