Adding Stakeholders and Representatives
Stakeholders are individuals or entities that hold (or will hold) shares, options or other instruments in your company. This includes founders, investors, employees, and other shareholders. This guide explains how to add individual stakeholders to your platform.
Adding a New Stakeholder
Step 1: Navigate to Stakeholders
Click Stakeholders in the side panel
Click the Add new stakeholder button
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Step 2: Choose Stakeholder Type
Select whether your stakeholder is:
Individual (Natural Person) (e.g. founders, employees, angel investors, advisers)
Entity/Institution (e.g. VC fund, limited company, or perhaps a founder who holds his shares through a trust or a holding company)
Step 3: Complete the information on your Stakeholder
See here
Step 4: Set up Representative(s) for your Stakeholder
See here
Information required for Stakeholders
For Individual stakeholders | For Institutions | Required? | |
|---|---|---|---|
Name | First, Last name | Full legal name | Required |
Type | Founder, investor, employee, other | Same | Required |
Country | Country of residence | Country of domicile/incorporation | Required |
Address | Residential address | Registered office address | Required |
Company registration # | na | ✔️ | Optional |
National Insurance # | ✔️ | na | Optional |
Date of joining | ✔️ | na | Optional |
💡 Tip: Providing National Insurance numbers and joining dates now will save time when setting up option schemes and filing HMRC returns.
Setting Up Representatives
After clicking Save, you'll be taken to the Representatives tab.
What Are Representatives?
Representatives are individuals with login access who manage the stakeholder's holdings in your company. Each representative can have their own login credentials and specific access permissions.
Individual Stakeholders
Typically, the individual is their own representative
Additional representatives can be added (e.g., their accountant or financial advisor)
Institutional Stakeholders
Multiple representatives are common
Examples: investment partner, analyst, finance team member
Each can have different permission levels
Adding a Representative
For each representative, provide:
For Individual stakeholders | Required? | |
|---|---|---|
Name | First, Last name of the individual who will have login access | Required |
Email address | Used for login and platform notifications | Required |
Permission level | Controls what the representative can view and do See representative access permissions for details | Required |
Address | Residential address | Required |
💡 Self-Service Access: Representatives with Admin rights can add additional representatives themselves—you don't need to do this for them.
Important Notes
Pricing and Representatives
Your subscription is based on the number of stakeholders, not representatives. Adding multiple representatives for a single stakeholder does not affect your fees or free tier usage.
Next Steps
After adding a stakeholder:
The representative(s) will receive an invitation email to access the platform
You can now allocate shares or options to this stakeholder
The stakeholder will appear in your cap table and reports
Need Help? Can't find what you're looking for? Contact our support team on support@shareflo.co.uk or use the chat widget in your Shareflo app