Shareholder Management

This panels allows you to view the capitalization table.

The details included are: 

  1. Shareholder Category: Picklist values are Co-Investor, Promoter and Other Stakeholders
  2. Investor Name
  3. Stakeholder Name
  4. Instrument Type: Picklist values are Loan, Bond, Equity, Options, PS and C-Bond
  5. Number of Instruments
  6. Conversion Ratio
  7. Investment (in Investment Currency)
  8. Ownership Percentage based on Current Equity
  9. Number of Fully Diluted shares
  10. Percentage Ownership based on Fully Diluted
  11. Funding Type: Picklist values are Primary, Secondary and NA
  12. Follow-on Stage: Picklist values are Initial, Follow-1, Follow-2, Follow-3, Follow-4, Follow-5 and NA
  13. Investment Date