Adding your first shareholder
How to add shareholders
After creating a company, you will be prompted to add your company's shareholders (founders, investors) together with their relevant data. In this screen you can either recreate the full history of your cap table or just add its latest snapshot. ⚠️ Regardless of your choice, keep in mind that you will be able to add changes to your cap table later on. (see Editing a transaction)
Continue as desired by filling in the following fields:
Shareholder name - Name of shareholder must be unique. If there are 2 shareholders that have the same name, make sure to differentiate them with an extra character.
Amount of shares - Number of shares the shareholder received at that date in time
Investment made - Sum of money shareholder invested for the received amount of shares. Can be 0 for founders. Will be recorded in the company currency.
Type of shares owned - The share class the shareholder received at that date in time. Can be common/preferred/custom
Date of share issuance - The date at which the shareholder received the shares.
Note:
use the import feature to mass populate the table by importing a templated .csv / .xls file
in case you have created option pools (ESOPs) or issued convertibles you will be able to add them in the following screens
you will be able to add more details to your shareholder later on (such as type: institution / person, contact details, etc.)
Once you have finished adding your shareholders along with their relevant investment data click on "SAVE" and Nimity will generate your cap table in the following screen, and main dashboard of your company:
Quickly adding a stakeholder
You can also add a shareholder by going to Captable > Stakeholders and clicking on "Add Stakeholder". Here you can add the stakeholder details such as Name, Email, Address, etc, and after adding them you can use the freshly added stakeholder throughout the app in different transactions or sharing groups.
I've made a mistake
In the eventuality you’ve made a mistake, simply go to Captable > Transactions, find the mistake in the transaction list and click the edit icon next to it. Saving your changes here will update your cap table.
I want to add another shareholder
In case you want to add another record on your cap table, such as a convertible note, an option pool, or a new shareholder, etc. simply click on Add new event on the Cap table or Transaction screen and select the event you want to add. Read more about transactions on Nimity.
I want to import my shareholders
Currently we only allow to import transactions and the shareholders associated with them. To import your shareholders, you must do the following:
Click on the 'import shareholders' button
Download the expected template
Populate the template and save it
Attach the document in the 'import shareholders' dialog
Check the results of the import and make sure everything looks fine
Save and finish
If you add the same shareholder name on two separate lines, then 2 transactions will be generated for the same stakeholder at the points in time their respetive 'date of issuance' was set to.
please be cautious of the format presented in the template
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