Here's how to issue shares to a new or existing shareholder -
From the main menu, go to Captable then Shareholders
Click the 'Add' button in the left corner
Select 'Shareholder' in the drop down
From the drop down 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 the 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. See here for more information on adding a share issuance.
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.