How to Merge Shareholders

There may be certain instances where duplicate shareholders are listed, such as entering a typo when recording their names. You can follow the steps below to merge the shareholders.

  1. First, go to Shareholders in the left menu.

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  2. Once on the Shareholders screen, check the box next to each shareholder that you would like to merge together. If you have a lot of shareholders, it may be helpful to use the search function in the top right section.
  3. Once the shareholders have the box next to their names checked, go to Actions in the upper right-hand corner, then click on Merge Shareholders.

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  4. At this point, you will be prompted to select a surviving shareholder. This is the shareholder that will remain in the cap table and all holdings between them will now show up under this shareholder. Non-surviving shareholders will be deleted. After selecting the surviving shareholder, click Merge.
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