From the main menu, go to Ownership then Cap table.
You can issue shares from either the Overview tab or Shareholders.
Click the 'Add' button (under your 'Top stakeholders' if on the Overview tab or in the top left corner if on the Shareholders tab) and select 'Shareholder' in the drop down.
From the drop down, either select an existing contact or select 'Add new shareholder'.
Select the 'Shareholder type" you would like to add. This refers to the legal owner of the shares. As an example, if a shareholder has a trust and he/she is the trustee then you would select 'Individual' from the dropdown. If there are two or more trustees then you would select 'Joint' from the dropdown. And finally if the trustee is a company, then you would select 'Company' from the dropdown. The same selections apply if there is no trust involved.
Proceed with adding the transaction details.
Select the Share type / Stock type you are issuing. If you want to add a new share type see ‘Add a new share type’.
Issue date. Enter the date the shares are to be issued to the shareholder.
Number of shares. This specifies the number of shares that the shareholder will be issued in this allotment.
Investment amount. Enter the total amount paid in dollars and cents that the shareholder paid for the shares.
Price per share. This amount is calculated automatically based on the number of shares issued and the total amount paid. Alternatively, you can enter the price per share for this allotment and the Investment amount will be calculated for you.
Amount unpaid (optional). Add any amount that is unpaid on the shares at the time of issue.
Further guidance on adding a new shareholder
Individual
Full Name. Enter the full name of the shareholder including any middle names. Don't shorten anything. As an example don't write 'James M Hansen' instead write 'James Morris Hansen'.
Held in Trust? Select 'Yes' if the shareholder is using a trust or self managed super fund to hold the shares or if he/she os holding the shares on behalf of someone else.
Trust Name. Enter the name of the trust, self managed super fund or beneficial owner.
Trust Identifier. Enter the Trust ID of the trust or self managed super fund. To avoid confusion we advice you to add the Trust ID as trusts can have very similar names.
Email. Enter the email address of the shareholder. This will be used for any communication with the shareholder and as the login email for their shareholder account.
Phone. Enter the phone number of your shareholder.
Address. We use Google address autocomplete. Start writing the address in the 'Street' field and select the correct address when it appears. Sometimes, google will remove the unit number when you select the address from the dropdown. You can solve this by entering the unit or apartment level into the 'Unit/Floor/Other' field.
Joint shareholder
Name. Enter the full name of both shareholder including any middle names. Separate the names of the two shareholders with an ampersand symbol (&). As an example, you should write 'James Morris Hansen & Michelle Davies'.
Held in Trust? Select 'Yes' if the shareholder is using a trust or self managed super fund to hold the shares or if he/she os holding the shares on behalf of someone else.
Trust Name. Enter the name of the trust, self managed super fund or beneficial owner.
Trust Identifier. Enter the Trust ID of the trust or self managed super fund. To avoid confusion we advice you to add the Trust ID as trusts can have very similar names.
Email. Enter the email address of the primary shareholder. This will be used if you choose to communicate with the shareholders through the app and as the login email for their shareholder account.
Phone. Enter the phone number of your shareholder.
Address. We use Google address autocomplete. Start writing the address in the 'Street' field and select the correct address when it appears. Sometimes, google will remove the unit number when you select the address from the dropdown. You can solve this by entering the unit or apartment level into the 'Unit/Floor/Other' field. (If the shareholders have different addresses please contact us)
Company
Name. Enter the name of the company.
Company identifier. Select the company identifier type. Select ‘Other’ if the shareholder is an overseas company.
Company identifier number. Enter the company identifier number.
Held in Trust? Select 'Yes' if the shareholder is using a trust or self managed super fund to hold the shares or if he/she os holding the shares on behalf of someone else.
Trust Name. Enter the name of the trust, self managed super fund or beneficial owner.
Trust Identifier. Enter the Trust ID of the trust or self managed super fund. To avoid confusion we advice you to add the Trust ID as trusts can have very similar names.
Address. We use Google address autocomplete. Start writing the address in the 'Street' field and select the correct address when it appears. Sometimes, google will remove the unit number when you select the address from the dropdown. You can solve this by entering the unit or apartment level into the 'Unit/Floor/Other' field.
Company Contact Person. Enter the name of the primary contact person in the company that is investing. This is used when setting up the investor account and for document signing.
Email. Enter the email address for the primary contact person at the company. This will be used if you choose to communicate with the shareholder through the app.
Phone. Enter the phone number of the primary contact person in the company.