Create a new shareholder
When you create your cap table you will want to add shareholders. This is usually done from the Holders view in your Diligent Equity dashboard.
To add multiple shareholders and create a group go to Manage a shareholder group.
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Go to the Company section in the navigation sidebar and select Holders.
The Holders view opens.
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Select the New Shareholder button.
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Enter the relevant shareholder information in the Personal Information tab of the New Shareholder window.
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Select Close to add your new shareholder to the cap table.
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They appear in the list of Holders.
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When adding an allocation, the Shareholder's name appears in the search list.
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Select Save Record to record any changes made to the cap table.
