Shareholder management

After you have created shareholders (holders) you can manage their details in your cap table from the Holders tab on your navigation bar. This view provides a comprehensive list of all shareholders in your cap table, along with their individual holding details. Your view can be filtered by group or class.

Edit a holder

You can manage your holders in a many ways in the Holders view, either individually or in groups.

Using the quick action buttons

This is a good option when making the same change to multiple users.

1. In the Holders view, select the check box next to the holders you want to update.

   The quick action buttons will be activated.

   • Delete shareholders to remove the holders from your cap table and delete all their information.

   • Add to group to add holders to a group.

   • Match entity to link holders to a parent entity (only available to Invest users).

2. Select Save record.

Using more options

1. In the Holders view, use the Search functionality to find the holder.

2. Select the More options icon to open a quick menu with three options:

   • Match entity to link holders to a parent entity (only available to Invest users).

   • Edit opens a panel where you can edit the personal information, holdings, employee portal status, and group details of the holder.

   • Delete to remove a holder from your cap table.

3. Select Save record.

Using the Edit panel

1. In the Holders view, select the name of the holder.

   A panel opens.

2. Select the tab you want to edit.

   • Personal information Add, edit, or view holder details.

   • Portal Employee portal details where you can resend an invitation or remove access from a shareholder.

   • Organize Add holder to a group or merge with another holder.

3. Select Close and Save a Record to record any changes made to the Diligent Equity cap table.