Stakeholder: Select the name of the stakeholder or legal entity from the drop-down menu. You can also create a new stakeholder by typing the name.

Date: The date when you issue the shares.

Number of shares: Enter the amount of shares that you want to create.

Share class: Select an existing share class from the drop-down menu or create a new one by typing in a new share class name.

Price paid per share class: Enter the effective share price paid by the investor.

Currency: The currency used for the investment. If the currency differs from the account's base currency, then you must define the exchange rate.

Exchange rate (optional): Enter the exchange rate from your account's base currency.

Share certificates: Enter the certificate ID so you can integrate the ID into your share certificate when you use the document certificate workflow.

Document templating and signature workflow: Activate the respective toggles if you want to create a transaction document(s) from templates and prepare signature requests for the same transaction documents. To learn more about how to use workflow automation, read our article.

Reverse vesting: Add a reverse vesting schedule. On the Type field, select Time (simple), Time (custom), or Performance, and fill out the relevant fields.

Stakeholder beneficiary: A beneficiary is an economic beneficiary behind a legal entity. You can view the cap table regarding legal or economic distribution if beneficiaries are set. This can also be used in Ledgy to manage pooled investments.

Internal note: If you want to add any note related to the transaction