Overview

Stakeholders are individuals or entities that hold (or will hold) shares, options or other instruments in your company. This includes founders, investors, employees, and other shareholders. This guide explains how to add individual stakeholders to your platform.

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Adding a New Stakeholder

Step 1: Navigate to Stakeholders

1. Click Stakeholders in the side panel
2. Click the Add new stakeholder button

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Step 2: Choose Stakeholder Type

Select whether your stakeholder is:

• Individual (Natural Person) (e.g. founders, employees, angel investors, advisers)
• Entity/Institution (e.g. VC fund, limited company, or perhaps a founder who holds his shares through a trust or a holding company)

Step 3: Complete the information on your Stakeholder

See here

Step 4: Set up Representative(s) for your Stakeholder