Overview

Stakeholders represent the individuals or entities that hold an interest in your company’s equity, including founders, employees, investors, advisors, and other contributors. Within the platform, stakeholders form the foundation of your cap table, allowing you to assign ownership, track participation, and manage relationships with clarity and structure.

Adding stakeholders

Adding stakeholders is designed to be seamless and flexible. You can create new profiles, link them to specific equity instruments, and define relevant details such as role, contact information, and ownership type. This ensures every equity movement is tied to a clear and accountable party.

As your company evolves, stakeholder records adapt alongside it. Whether someone transitions roles, exits the company, or converts a financial instrument, their history remains preserved to maintain a complete record of ownership activity.