To transfer shares on Capdesk, you can either:
- Go to the Cap table (under Ownership), find the stakeholder (you can use the search bar) then click on the action button (far right with the 3 dots) -> Transfer Shares.
- Add buyers’ details - either find stakeholder if they already exist on Capdesk or Add New Buyer instead.
- Transfer details - select share class, enter date of purchase, amount of shares and price paid per share.
- You can also add notes and comments or upload documents (i.e. proof of purchase).
- Save as draft / Publish and notify shareholder
- Go the Shares tab (under Ownership) -> Shares (button) -> Transfer Shares.
- Add seller: search and select the seller
- Add buyers’ details - either find stakeholder if they already exist on Capdesk or Add New Buyer instead.
- Transfer details - select share class, enter date of purchase, amount of shares and price paid per share.
- You can also add notes and comments or upload documents (i.e. proof of purchase).
- Save as draft / Publish and notify shareholder
If you have lots of transfers to record, you can prepare and import file and import all transfer transactions. Read the guide here.
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