In order to issue shares to a company, you will need to choose the investor type 'legal company' from the transaction wizard (more info here)
The following fields will then appear on the form:
Name: The name of the company
Country: The country of the company
Registration number: The registration number of the company. This is how we link the company to your company, so please make sure the registration number is correct.
Contact email: The contact mail of the company
Investor Category: The category of the investor
External investor id: Any other details you will like to keep for the investor
Pledges and liens: All claims against this asset (investors shareholding). Is used if a shareholder has used the shares as collateral in obtaining a loan or other financial promise.
Address: The address of the company
Documents: Here we recommend you to upload a shareholder agreement or any other document related to the investor's rights.
When finished, click the green next button.
On the next page you will need to enter the details about the transaction. The following fields can be seen:
Share class: A company can have multiple share classes. Any given share class can hold different rights against the issuer company. In Capdesk share, classes are controlled by the admin using the Share Class tool. See more here: Support article about share classes
Funding rounds A term to explain different stages of when a company has raised equity financing. In Capdesk funding, rounds can be modified or created using the "Funding Round" tool.
Transaction Origin A new share issuance can have different points of origin. It can be a new share issuance to an existing or a new investor or it can be created of shares that have already been promised to someone i.e. through warrants or options. It can also be that a company is issuing shares to an option pool. Capdesk supports these scenarios by offering different transaction origins. You can choose "Standard" which is a new issuance, "Excercise" which is an employee or other stakeholder making use of a right to purchase options or warrants, finally, it can be an "Option Pool" which is an issuance of shares to the companies treasury or option pool. In short, these are shares that has been issued and counts in shares outstanding but has no rights towards the company.
Purchase date: The date the share were purchased
Registration date The registration date is a date when the share purchase was registered with the relevant authorities i.e. the date a share purchase was made official.
Quantity The quantity of shares bought
Price per share The price paid per share share
Documents Upload documents related to the transaction.
When you are done you can either:
1. Save as draft: This will save your transaction as a draft
2. Publish and notify This will publish the transaction and sent a notification to the investor
When published you can see the transaction on the investor and transaction page.