Shareholder Management System
Secure access · Your Company Name

Dashboard

Live snapshot of your cap table

Recent Activity

No transactions yet

Top Shareholders

NameShares%

Cap Table

Full ownership breakdown by shareholder and share class

Show
Group by

Ownership Register

Shareholder Type Share Class Shares Held % (Fully Diluted) % (Issued)

Shareholders

Manage individuals, companies, and funds

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NameTypeEmailCountry Shares Held%OFAC

Share Classes

Define ordinary shares, preference shares, and other instruments

Class NameTypeVotes/ShareNominal Value AuthorisedIssuedFeatures

Share Transactions

Share issues, cancellations, and transfers

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Type
Class
DateTypeShareholder / PartiesShare Class SharesPrice/Share Total ValueNotesExemption

Debt & Bond Instruments

Convertible bonds, notes, SAFEs, loans and other debt

Holder Type Acquired Via Units Principal ($) Yr1 Int. Yr2 Int. Status
Date Recipient (To) Transferred From Units Principal ($) Status Notes
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Conversion Integrity Check
This scan compares every Converted bond instrument against actual Class-D share issuances in the transaction ledger. Any holder whose issued Class-D shares are fewer than their converted bond units is flagged below. Use Fix to create the missing transaction.
Holder Converted Bond(s) Bond Units Class-D Issued Missing Shares Fix Date

Full Data Diagnostic

Click "Run Full Diagnostic" to cross-check all conversions, interest shares, and transaction integrity against the live data.

Backup & Restore

Export your full database to a JSON file, or restore from a previous backup

Export Backup

Downloads your complete database as a .json file — all shareholders, share classes, transactions, and debt instruments. Store this file somewhere safe.

Restore from Backup

Select a previously exported .json backup file to restore. This will overwrite all current data.

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Click to select or drag & drop a backup file
.json files only

Backup History

No backups recorded this session

Voting Rights

Effective voting power per shareholder across all share classes

Voting Power Distribution

By Share Class

Share Class Type Votes / Share Shares Issued Total Votes % of All Votes

Scenario: Proposed Resolution

Enter a vote threshold to see which shareholders can pass or block a resolution.

Shareholder Voting Register

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Funding Rounds

Tag transactions to funding rounds and track cap table evolution

All Rounds

RoundTypeDate Shares Issued Amount Raised

Cap Table Evolution

Add rounds to see evolution

Round Transactions

DateShareholder / PartiesShare Class SharesPrice/Share ValueNotes
Select a round to view its transactions

Audit Log

Timestamped, permanent record of all changes (last 12 months shown)

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Timestamp Action Category Entity Detail Session

Share Certificates

Generate and issue formal share certificates for shareholders

ℹ Select a shareholder below to generate their share certificate. Certificates open in a new tab ready to print or save as PDF. Each certificate is automatically numbered based on the shareholder's participant number and share class.
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Import Data

Bulk import shareholders, share classes, transactions and bonds from CSV templates

ℹ Download a template, fill it in, then upload to import. A preview will be shown before any data is written to the database.
Step 1 — Download Template

Download the CSV template, fill in your shareholder data, then upload below.

Template Columns
* Name, Type, Email, Country, Participant No., Address, Notes, Date Registered
* Required fields marked with asterisk in template
Step 2 — Upload Filled Template
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Drop CSV file here
or click to browse