Creating new interest holders
Navigate to Cap table → Interest holders.
Click Add interest holder +.
Indicate whether the interest holder is an individual or a non-individual entity.
For individual interest holders, select Yes.
Enter the details for the individual: First name, Last name, and Primary email (which will be used to send the email invite for interest acceptance) are required fields.
For non-individual interest holders, select No.
Enter the details for the entity: Entity name and Primary email (which will be used to send the email invite for interest acceptance) are required fields.
The Group field can be used to organize and improve the usability of certain features, such as Cap table views and Document sharing.
Input an Effective date, then select the interest holder’s Country/Region. Complete the fields that appear below. Required fields are marked with an asterisk. When finished, click Create interest holder to save.