Adding Stakeholders and Representatives

Adding a New Stakeholder

Step 1: Navigate to Stakeholders

1. Click Stakeholders in the side panel

2. Click the Add new stakeholder button

Step 2: Choose Stakeholder Type

Select whether your stakeholder is:

• Individual (Natural Person) (e.g. founders, employees, angel investors)

• 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

• Entity or Individual: i.e. is this stakeholder a natural person or a legal entity?

• Name: Legal entity name (or first name, last name)

• Country: country of domicile (entity) or country of residence (individual)

• Address: registered address (entity) or residential address (individual)

Other optional fields:

• Company registration number (entity)

• National Insurance number (individual): You will need this if you intend to award EMI options

• Date of joining (for individual employees)

• Email (individuals): This is used to create the first representative (see below)

Step 4: Set up Representative(s) for your Stakeholder

After clicking Save, you'll be taken to the Representatives tab.

What Are Representatives?

Representatives are individual users 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. However, some individual stakeholders will want to add additional representatives such as their accountant or their financial adviser.

If you provided an email when creating the stakeholder, then that individual will automatically be created as the first representative for the account.

Institutional Stakeholders

Multiple representatives are common, for example, an investment partner, an analyst, a finance team member. Each can have different permission levels

Adding a Representative

For each representative, provide:

• Name: First and last name

• Email address, which is used to log in

• Permission level: Controls what the representative can view and do.

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.

Inviting representatives to access their account

Representatives are not automatically invited when you create them, since we recognise that some companies will want to inform them about their account first. Therefore, you need to invite them manually. This is done by clicking the email icon against the representative’s name (on the page where the representative was originally added)

Next Steps

After adding a stakeholder you will be able to allocate shares or options to the stakeholder; and they will appear in your cap table and reports

❇️ Flo and Claude MCP Plugin

Stakeholders and their representatives can also be added via Flo, the AI chat agent, or via the Claude plugin.