In Shareworks Startup it’s not necessary to add a shareholder before recording their holdings. Adding shareholders in Shareworks Startup can be done in two different ways.
- Go to Cap Table > Primary Issuances and indicate a new shareholder name in the entry. The system will automatically create a shareholder if they don’t already exist:
- If you want to add shareholders without recording their holdings, you can do so under Shareholders > Spreadsheet Mode: