Introduction
Maintaining accurate and comprehensive records for your shareholders is crucial for effective management and communication. Foundercrate’s feature for adding individual shareholders allows you to capture all necessary details in a centralized location. This guide will walk you through the steps to add an individual shareholder to your Foundercrate portal, ensuring all relevant information is accurately recorded and easily accessible.
Adding Personal Details About Individual Shareholders
Step 1: Specifying Employee Status
Employee Status: Indicate if the shareholder is an employee of the company or not.
Step 2: Uploading Profile Picture or Company Logo
Profile Picture: Upload a profile picture of the shareholder or a logo of the company they represent.
Step 3: Filling Personal Information
First Name: Enter the shareholder’s first name.
Last Name: Enter the shareholder’s last name.
Company Name: Enter the name of the company the shareholder represents (if applicable).
Stakeholder Category: Select the appropriate stakeholder category from the dropdown menu.
Email ID: Provide the shareholder’s email address.
Phone Number: Enter the shareholder’s phone number.
Date of Birth: Enter the shareholder’s date of birth.
Commencement Date: Specify the date the shareholder joined the company.
Date of Separation: If applicable, enter the date of separation.
Reason for Separation: Provide the reason for the shareholder's separation from the company.
Step 4: Saving Personal Details
Save Details: After filling in all the required information, click the 'Save' button to save the personal details of the shareholder
Adding Address Details About the Shareholder
Step 1: Filling Address Information
Address: Enter the shareholder’s address.
Country: Select the country from the dropdown menu.
State/Province: Choose the state or province from the dropdown menu.
City: Enter the city where the shareholder resides.
ZIP Code: Provide the ZIP or postal code.
Step 2: Saving Address Details
Save Address: Click the 'Save' button to save the address details of the shareholder.
Adding Other Critical Details About the Shareholder
Step 1: Filling Critical Information
Designation: Enter the shareholder’s designation.
Employee ID: Provide the employee ID, if applicable.
Nationality: Select the shareholder’s nationality.
Present Country: If different from the native country, enter the present country of the shareholder.
Govt. Issued ID Type: Select the type of government-issued ID from the dropdown menu.
Govt. Issued ID Number: Enter the government-issued ID number.
Website: Provide the shareholder’s website, if applicable.
Referred By: Mention who referred the shareholder, if applicable.
Ex-companies: List any previous companies the shareholder was a part of.
Last Heard Date: Specify the date when the shareholder was last heard from, if applicable.
Step 2: Saving Critical Details
Save Critical Details: Click the 'Save' button to save the critical details of the shareholder.
Adding Important Documents Related to the Shareholder
Step 1: Uploading Documents
Upload Documents: Click on the 'Add Document' button to upload relevant documents related to the shareholder.
Step 2: Providing Document Information
Document Name: Enter a name for the document.
Description: Provide a brief description of the document.
Date: Specify the date associated with the document.
Step 3: Saving Documents
Save Documents: Click the 'Upload' button to add the document to the shareholder’s profile.
Conclusion
Foundercrate’s feature for adding individual shareholders ensures that all relevant information is centralized and easily accessible. By following these steps, you can maintain comprehensive and organized records for each shareholder, enhancing your ability to manage shareholder relationships effectively. For adding institutional investors, please refer to the Institutional Investors Guide.