Issue, manage, and remove stock
Issue shares within a round in your Diligent Equity cap table.
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Go to the Securities section in the navigation sidebar and select Shares.
You will see the details of the company's previous securities issuances.
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Select the Round of stock you want to issue shares from and select New Allocation from the tool bar.
The New Stock Allocation window opens.
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Enter the details.
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Shareholder Name: Select from the list provided or Add new to create a new shareholder. For more information on creating shareholders go to Create a new shareholder
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Date
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Investment Amount
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Shares: Enter the number of shares that this shareholder owns then Diligent Equity will calculate the investment amount based on the Round settings.
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Select Next to create the share certificate.
You can either create a new certificate for this issuance or skip this step.
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Select Finish to add your new allocation to the round.
The new shareholder will display in the grid for the security as well as in the cap table.
Managing the allocation
You can update, change or add allocation details of the shareholder in a round. Add secondary transactions, upload documents or create and manage certificates all within the Diligent Equity shares round.
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Go to the Securities section in the navigation sidebar and select Shares.
You will see the details of the company's previous securities issuances.
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Select the Round of stock where the shareholder exists and select their name or their more options icon
.The Allocation details window open. This is where you will update details.
Remove an allocation
You can remove or delete a shareholder's allocation from a round.
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Go to the Securities section in the navigation sidebar and select Shares.
You will see the details of the company's previous securities issuances.
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Select the Round of stock where the shareholder exists and select their more options icon
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Select Delete from the menu and select Yes to confirm.
The shareholder's allocation will be removed from the round.
