Merging Duplicate Stakeholders

If you've uploaded cap table data and ended up with duplicate stakeholder records, you can easily combine them using the Merge Stakeholders feature.

When to use this feature

Use this to clean up duplicate stakeholder profiles that were created during bulk imports or cap table uploads. This permanently combines two records into one, preserving all equity holdings, documents, and transaction history.

How to merge duplicate stakeholders

Step 1: Navigate to the People tab

Go to your People tab where all stakeholders are listed.

Step 2: Select the two duplicate records

• Use the checkboxes to select the two stakeholder profiles you want to merge

• You can only merge two stakeholders at a time

Step 3: Click "Merge stakeholders"

Once you've selected two records, click the Merge stakeholders button at the top of the page.

Step 4: Choose which profile to keep

A modal will appear showing both stakeholder profiles side-by-side with their existing data.

Select which profile you want to keep by clicking the radio button next to "Merge into this stakeholder."

Review the existing data shown for each profile (documents, messages, equity grants) to make an informed decision.

Step 5: Confirm and execute

• Check the confirmation box: "I understand all data will be merged, [Name]'s profile will be deleted, and this cannot be undone"

• Click Execute merge

All data from the deleted profile will be permanently moved into the profile you kept.

Important things to know

Before you can merge, make sure:

• There are no pending signatures or ongoing transactions for either stakeholder

• Both stakeholders are the same type (both must be "Individual", "Joint" or both must be "Company")

If either stakeholder has pending transactions or signatures in progress, you'll need to finalize those first before merging is possible.