There are two ways of adding a share transfer transaction to your Cap Table -
Method 1: Send the transfer for signing in Cake.
Head to the Equity tab in the main menu
Select Shareholders then Share Transfers from the top menu
Click + Add New Transfer and follow the prompts
After you have set up the new transfer 'group', click View Details
Head to Contracts and attach the Share Transfer Form. N.B. this form will auto-populate with the shareholders details when you send out the document so you do not need to enter their information into the form manually. Approve the document when you are happy with it.
Under the Transfers List, click + Add Transfer and add in the details of the share transfer including transferor and transferee entity details, number of shares and amount paid on the transfer.
When you are ready to send out the share transfer form to both parties, click on Send. They will now both receive a Share Transfer Offer, which they can review and sign through their Investor Portfolio. Both parties will be required to confirm their shareholding entity details before either party can sign the transfer form.
After both parties have executed the agreement, you can Confirm Payment and Finalise. This will prompt you to issue updated Share Certificates for both parties.
Method 2: Record an existing transfer in Cake
If you simply just want to record the share transfer in your Cap Table (ie. you have finalised the transfer offline), this is the suggested method.
Head to Equity in the main menu
Select Shareholders then Share Transfers from the top menu
Click Add Historical Transfer
Enter in the share transfer details where prompted including transferor and transferee entity details, number of shares, amount paid on the transfer and date of the transfer.
Finalise by clicking Transfer.