Introduction
You can add multiple stakeholders to your Ledgy account at once using the bulk import feature. This is much faster than creating stakeholder profiles individually, especially when you're setting up your cap table for the first time or adding a large group of investors or employees. This article explains how to do this.
1. Navigate to the Stakeholders section in your dashboard.
2. In the top-right corner of the page, click the Import button.
3. Select the stakeholder type.
Choose whether you want to import:
Natural persons – meaning individual stakeholders.
Legal entities – meaning organizations or companies.
4. Download the template.
Click to download the Excel template provided. This ensures your data is formatted correctly for import.
5. Fill in the stakeholder information.
Open the Excel file and enter the stakeholder details into the relevant columns.
6. Save and upload the file.
Once you've filled in all the necessary information, save the Excel file and upload it back into the system and click on the button Import Now.
After uploading, the system will process your file and add the stakeholders automatically