Add Managed Company

You can create a new Managed Entity (Company) in Fidura by entering its core details in the form provided.

Steps to Add a Company

1. Go to the Entities section
2. Click Add Entity or New Company
3. Enter the company's core details:
   • Company name
   • Registration number
   • Date of incorporation (optional)
   • Registered address (optional)
4. Click Create to add the company

Advanced Options

For more detailed information, open Advanced Options to include:

• Incorporation Date: The date the company was incorporated
• Registered Address: The company's registered office address
• Supporting Documents: Upload directly to the Company's Data Room

Linking an Existing Stakeholder

If you already have a Stakeholder profile for the company you wish to add:

1. Select Existing Stakeholder
2. Choose the stakeholder from the list
3. Click Create

Any data already stored for that Stakeholder (e.g., shareholder information) will automatically be available in the newly created Managed Entity.

Alternative Methods

You can also add companies using:

• Upload with AI - Automatically extract data from corporate documents
• Import from Registrar - Import directly from the Registrar of Companies (coming soon)

Next Steps

After adding a company, you can:

• Edit core entity details
• Add stakeholders
• Set up share classes
• Upload documents