How to add and edit Shareholder Information in bulk

You can make bulk changes to shareholder information rather than one by one. This can be done under your Shareholders tab:

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Click Spreadsheet Mode:

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Enter your shareholder information on the sheet and you’re done!

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You will have the following options for Shareholder Type: 

  • Employee
  • Board Member (Employee)
  • Board Member (Non-Employee)
  • Consultant (Non-Employee)
  • Institutional Investor
  • Angel Investor (Non-Employee)

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