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For Investors

Fund

Portfolio

Investment Performance

Others

For Companies

Fundraising 101

Shares

Meeting & Conents

Company Settings

Financing Simulation

Data Room

Cap Table

Onboarding Service

Self Onboarding

Dashboard

Data & Reports

For Investors

Fund

Portfolio

Investment Performance

Others

Issuing Shares

Issue Shares

Navigate to [Securities] → [Shares]

1. Click [+Issue Shares] to issue new shares.

Issue Shares to issue new shares.


2. Click on the (Select Stakeholder) drop-down to add a new stakeholder. Or, you may also add a new stakeholder to the list by clicking Add Stakeholder.

add stakeholderselect stakeholder type


3. Once you've chosen the stakeholder, update round and share class. Click Manage Rounds to add and manage funding rounds. Similarly, click Create Share Class to add a new share class if it is not already on the list.

create classmanage roundscreate share class details


4. Fill out total shares to be issued, price per share, currency and date issued.

Fill out total shares


5. Attach and upload any contracts or certificates associated with the share issuance. If you have already uploaded in the document menu of the dashboard, you can find them by clicking on Add From Documents.

Add From Documents to contractsAdd From Documents to certificate documents

6. Once completed and submitted, the dashboard will be updated to reflect the changes.