Stakeholder Categories

It is possible to group your stakeholders on Capdesk using different built-in categories to help you organise your data more clearly and efficiently.

Please find below the current list of categories available, as well as their description.

Individual investor	Individual investors are individuals investing on their own behalf.
Institutional investor (renamed from VC)	An institutional investor is an entity that makes investment decisions on behalf of individual members or shareholders. These investors typically engage in large transactions with large sums of money.
Employee	An employee is someone who gets paid to work for a person or company at a non-executive level.
Leaver	A leaver is an individual or corporation who was but has ceased to be part of your organisation. A leaver includes stakeholders with and without outstanding holdings.
Founder / Executive	A founder or co-founder is a person that started or are part of the founding members of the organisation. An executive is a person or group of persons having administrative or supervisory authority in an organisation. This can for example be a C-suit level executive, director, VP etc.
Advisor	An advisor is an expert, whose hired to give advice or guidance within a specific field or subject.
Trust	A trust is a structure where a trustee carries out the business on behalf of the trust's members (or beneficiaries).
Treasury	Treasury is when the issuing company holds shares in itself, by buying them back from a stakeholder.
Other	Use other if none of the above categories matches the stakeholder.

In addition to the categories, it is also possible to add a Stakeholder Label which allows you to enter a free text tagging, only shown in the cap table report and in the basic information on the cap table drawer.