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

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

Recording Share Transfers

Navigate to: [Securities] → [Shares]

Recording Share Transfers
  1. Click [⋮] on the right of the stakeholder who wants to transfer the shares.

  2. Then click the Transfer tab.

click the Transfer tab.

3. Select the stakeholder who will be the recipient of the transferred shares. To transfer shares to a person who is not already on your stakeholder list, click ‘Add Stakeholder’.


Fill out the required information

5. Fill out the required information and click Submit button to complete recording your share transfer.