How do I add a shareholder to the cap table?

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.

  1. Go to Cap Table > Spreadsheet and indicate a new shareholder name in the entry. The system will automatically create a shareholder if they don’t already exist:

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  2. If you want to add shareholders without recording their holdings, you can do so under Shareholders > Spreadsheet Mode:

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