Add Shareholders and Issue Shares

Add new shareholders to your cap table and issue shares with optional vesting conditions in just a few clicks.

Navigate to Ownership → Cap table in the main menu. You can issue shares from either the Overview or Shareholders tab.

1. Click the Add button and select Shareholder from the dropdown:

   • On the Overview tab: Look for the Add button under Top stakeholders

   • On the Shareholders tab: Find the Add button in the top left corner

2. Select your shareholder:

   • Choose an existing contact from the dropdown, or

   • Select Add new shareholder to create a new contact

     • See steps below to create a new shareholder

3. Complete the transaction details:

   • Share type - select the class of shares being issued

   • Issue date - when the shares are being issued

   • Number of shares - total shares for this allotment

   • Investment amount - total amount paid by the shareholder; or

   • Price per share - calculated automatically or enter manually

   • Amount unpaid (optional) - any unpaid amount at time of issue

4. Add vesting conditions (optional):

   • Tick "Apply vesting to shares" to enable vesting

   • Set up your vesting schedule:

     • Cliff vesting (e.g., 25% after 12 months)

     • Periodic vesting (e.g., remaining 75% vesting quarterly over 3 years)

     • Milestone-based vesting tied to specific performance targets

   • Configure timing and percentages for each vesting event

6. Finalize the transaction by clicking Issue shares

Adding shareholder details

Choose the shareholder type:

• Individual - for single person ownership or trustee of a trust

• Joint - for two or more trustees

• Company - when a company or corporate entity is the trustee or shareholder

Provide the following information based on the shareholder type selected:

For Individual shareholders:

• Full name (including middle names)

• Trust details (if shares held in trust)

• Email address (used for communication and account login)

• Phone number and complete address

For Joint shareholders:

• As above for individual, but for both joint shareholders

  • When using the bulk upload template, joint shareholders should be separated by an ampersand (&) (e.g James Morris Hansen & Michelle Davies)

For Company shareholders:

• Complete company legal name

• Relevant company details (eg. company registration number) and contact information

The new shareholder will be added to your cap table with their allocated shares and any vesting schedule you've configured.