Adding/Removing Stakeholders

How to Add a New Stakeholder

Adding stakeholders to your company or organization in Fidura is straightforward. This guide walks you through the exact steps to add either an individual person or a company as a stakeholder.

Before You Begin

Information You'll Need

Gather the following information before starting:

For Individual Stakeholders

• Required: First name and last name
• Required: Relationship to company (employee, investor, founder, etc.)
• Optional: Email address
• Optional: Phone number, address, nationality, date of birth

For Company Stakeholders

• Required: Company name
• Required: Relationship to your company
• Optional: Registration number, country of incorporation, legal structure
• Optional: Email address, phone number, address

Step-by-Step Instructions

Step 1: Navigate to Your Company's Stakeholders

1. Select the company you want to manage from the top-left navigation
2. In the left sidebar, click on the "Stakeholders" menu item
3. Click on the "Add Stakeholder" button

Step 2: Start Adding a New or Existing Stakeholder

1. At the top of the form, you'll see two options:
   • Select "New Stakeholder" to create a completely new person or company
   • Select "Existing Stakeholder" to add an existing stakeholder from your organization's list of contacts

For most cases, select "New Stakeholder" (this is the default option).

Step 3: Fill Out Stakeholder Details

Choose Stakeholder Type

1. In the "Stakeholder Details" section, you'll see two radio buttons:
   • Select "Individual" for a person
   • Select "Company" for a business entity
2. Choose the appropriate relationship from the list:
   • Employee
   • Investor
   • Founder
   • Consultant
   • Advisor
   • Director

3. Add Email Address (Optional)

Enter the stakeholder's email address if you have it. This is optional but recommended for communication.

Step 4: Complete Individual or Company Details

For Individual Stakeholders

1. In the "Individual Details" section:
2. Enter the First Name (required)
3. Enter the Last Name (required)

For Company Stakeholders

1. In the "Company Details" section:
2. Enter the Company Name (required)
3. Optionally add the Registration Number
4. Optionally select the Country of Incorporation from the dropdown
5. If you selected a country, you can choose the Legal Structure (LLC, Corporation, etc.)

Step 5: Add Advanced Information (Optional)

Click on "Advanced Options" to expand additional fields:

For Individuals

• Nationality: Select from the dropdown list
• Date of Birth: Use the date picker
• Phone Number: Enter with country code
• Address: Complete address information
• Documents: Attach relevant files (see our Document Management section)

For Companies

• Incorporation Date: When the company was formed
• Phone Number: Company contact number
• Address: Company address
• Documents: Attach incorporation documents, etc. (see our Document Management section)

Step 6: Save the Stakeholder

1. Review all the information you've entered
2. Make sure required fields (marked with red asterisks) are completed
3. Click the "Create Stakeholder" button at the bottom
4. You'll be redirected back to the stakeholders list
5. Your new stakeholder will appear in the table

Your stakeholder has been added to the company. You can now assign shares, add transactions, or edit their details.

What Happens Next

After Adding a Stakeholder

• The stakeholder appears in your company's stakeholder list
• You can click on their name to view and edit their details
• You can now issue shares to them using the Shares section
• They'll be available in dropdowns when creating transactions
• If you provided an email, you can invite them to view their holdings

Common Questions