Stakeholders usually belong to certain groups, e.g. Advisors, Investors, Employees, Founders, etc.



Add stakeholders to groups

  1. One by one

    1. Go to the Stakeholders page

    2. Edit the Stakeholder

    3. Under the field "Group" select an existing group or add a new one

  2. Bulk

    1. On the Stakeholders page, in the top right corner, click on the "Bulk" button

    2. Select if you want to download a stakeholders list of all "Natural person" or "Legal entity", click on the "Stakeholder" button to initiate the download of the Excel file

    3. Under the column "Group" in the Excel file, type the name of the group you'd like the stakeholder to belong

    4. Upload the Excel file back to the system


Where are the groups used?

  1. Cap table page
    One of the views of the cap table is by group, meaning the distribution of the holdings is displayed in the "total sum per group"

  2. Sharing
    You can share information with the whole group.
    How to share information with a group of stakeholders, please take a look at the following article.

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