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Company Administrators
Company Administrators

Instructions on how to manage and maintain your company and shareholders in Orchestra


How do I issue shares in my share registry?
How do I transfer shares in my share registry?
How to create a trust shareholder
How do I create new funding rounds?
How do I change a shareholder email address?
How do I change a shareholder address?
Why can't I change the address or email on a shareholder?
Can I add extra email addresses to a shareholder?
How do I edit a share transaction?
How do I invite my unregistered shareholders or members to Orchestra?
How do I add Convertible notes and SAFE to Orchestra?
Creating new shareholders or stakeholders
How do I create new share classes?
How do I cancel shares in my share registry?
How do I reclassify shares in my share registry?
How do I set up a share split?
Understanding share transfer types
How do I download a transaction history?
How do I change the name of a shareholder?
How do I record the names of my shareholders' trusts?
How do I create a shareholder report?
How do I download a list of my shareholders?
How do I download a copy of my share register?
How do I download my cap table?
Can I see the effect of equity dilutions on my share register?
How to get a statement of holding at a past date
Completing your New Zealand Companies Office annual return
Can Orchestra update ASIC for my company?
How do I update my company information?
How do I add or change my company logo?
What should I do if a shareholder passes away?
How do I find the details for a former or historical shareholder?
Completing your Australian ASIC annual statement

What do my shareholders or members see when they are invited onto Orchestra?
How do I know which of my shareholders has signed up to Orchestra?
How do I add my accountant or service provider to Orchestra?
How do I add new users to access my company?
How do I send communications to my shareholders?
How do I track communications sent to my shareholders?
How do I add a company valuation?
Tips to encourage your shareholders to sign up for Orchestra
Creating a dividend distribution for Australian and New Zealand companies
How to manage employee share purchase loans?
What is an employee share scheme & can Orchestra help me set one up?
Can Orchestra run our employee share scheme?
Can Orchestra help our company raise capital?
What does it mean for my company to be in 'draft mode'?
How do I create folders and add my company documents to Orchestra?
How do I add or change stakeholder access to folders, documents or communications?
What are the benefits of Orchestra for companies?
Why has my lawyer or accountant asked me to sign up to Orchestra?
How do I manage electronic document signing in Orchestra?
How do I download an electronic document that is partially signed?
How do I void a document I have sent for electronic signing?
How do I check on the signing progress of my electronic document?
What’s the difference between the company view and the shareholder view?
Can I set up a nominee company structure?
How do I administer my nominee company on Orchestra?
Adding custom fields for stakeholders
Creating info tiles
Granting view only access to your share registry for your investors
How do I create an investor data room?
10 tips to health check your company profile on Orchestra
What is an authorising officeholder? How do I change my authorising officeholder?
Downloading a report on shareholder continuity