Shareholders

Shareholders are the people and entities that own (or will own) equity in your company — founders, investors, employees with options, advisors.

Adding a Shareholder

Click New Shareholder. Enter their name, email, and type (Founder, Investor, Employee, Advisor, Other).

Creating a shareholder doesn’t give them equity — it creates a record. Next, add their shareholdings (equity positions) and any convertible instruments (SAFEs or Notes).

Shareholder Detail

Click any shareholder to see their complete picture: contact information, all shareholdings across rounds, and any convertible instruments they hold.

Adding Securities

Add Shareholding to record equity positions. Select the funding round, share class, number of shares, price per share, and issue date. For employee grants, add vesting details: start date, vesting period, cliff, and acceleration terms.

Add Convertible to record SAFEs or Notes. These track separately until they convert to equity in a future round.

Investor Portal

Each shareholder can get access to an investor portal — a private view where they see updates, data room documents, and board meeting notes.

Enable the portal from the shareholder detail page. You control exactly what they can access: toggle Investor Updates, Data Room, and Board Meetings independently. Copy the unique portal link to share with them.