Issue Shares on Fidura

Step-by-Step Instructions

Step 1: Navigate to Share Issuance

1. In the left sidebar, click on Shares
2. Click the "Issue Shares" button in the top-right corner
3. Alternatively, go to Stakeholders and click "Issue Shares" next to a specific stakeholder

Step 2: Select the Stakeholder

1. Choose Stakeholder: Select from the dropdown or search by name

What you'll see:

A searchable dropdown showing all stakeholders with their relationship type

2. Relationship: Choose the stakeholder's relationship to the company:
   • Founder: Company founders
   • Employee: Staff members receiving equity
   • Investor: External investors
   • Advisor: Company advisors
   • Shareholder: General shareholders
   • Other: Any other relationship type

Step 3: Configure Trustee Arrangement (Optional)

If shares are being held in trust:

1. Toggle "With Trustee" to enable trustee arrangements
2. Select the trustee from your stakeholder list
3. The beneficial owner will be recorded separately from the legal holder

Step 4: Enter Allotment Information

1. Share Class: Select which share class to issue from

Available shares will be shown for each share class

2. Allotment Date: Choose when the shares are being issued
3. Number of Shares: Enter the quantity to issue

The system will validate against available shares in the class

4. Price per Share: Set the issue price (can be different from nominal value)
5. Capital Contribution: Optional total amount paid (auto-calculated if left blank)
6. Certificate ID: Enter or accept the auto-generated certificate number
7. Board Approval Date: Optional date when the board approved this issuance

Step 5: Attach Supporting Documents

1. In the "Documents" section, click "Add Document"
2. Upload relevant documents such as:
   • Board resolutions
   • Subscription agreements
   • Share certificates
   • Payment confirmations
3. Add descriptions and tags to organize your documents

Step 6: Review and Create

1. Review all the allotment details carefully
2. Verify the share calculations and pricing
3. Click "Create" to complete the share allotment

The shares have been allotted and your cap table has been updated. The stakeholder now appears as a shareholder with their ownership percentage.

What Happens Next

After completing the share allotment:

• The shares appear in your shares register
• Your cap table is automatically updated with new ownership percentages
• The stakeholder can view their holdings if given shareholder portal access
• You can generate share certificates and other documentation
• The transaction appears in the stakeholder's transaction history

Common Questions