Stakeholders
Learn about stakeholders in Fidura and how they represent individuals and entities associated with your companies
Understanding Stakeholders & Roles
Stakeholders are the foundation of your cap table and ownership tracking in Fidura. This guide explains what stakeholders are, how they work in the platform, and the important distinction between organization-level and company-level stakeholders in the Enterprise Edition.
What is a Stakeholder?
A stakeholder in Fidura is any individual or entity that has, or may have, an interest in your company. This includes:
- Shareholders: People or companies who own shares in your business
- Employees: Current and former team members who may hold equity
- Founders: The individuals who started the company
- Investors: External parties who have invested capital
- Advisors: Strategic advisors who may receive equity compensation
- Directors: Board members and company officers
- Consultants: External service providers with equity interests
Key Concept
You can track anyone with a relationship to your company, even if they don't currently own shares. This helps manage future equity grants and maintain comprehensive records.
Types of Stakeholders
Individual Stakeholders
Individual stakeholders are people with the following key attributes:
- First name and last name
- Relationship to the company
- Contact information (email, phone, address)
- Personal details (nationality, date of birth)
- Associated documents and notes
Company Stakeholders
Company stakeholders are business entities with attributes like:
- Company name and registration details
- Country of incorporation and legal structure
- Relationship to your company
- Corporate contact information
- Relevant corporate documents
Organization vs Company Stakeholders (Enterprise Edition)
In Fidura's Enterprise Edition, stakeholders exist at two distinct levels, which is crucial for managing complex corporate structures:
Organization-Level Stakeholders
These stakeholders belong to your entire organization and can be associated with multiple companies:
- Centralized Profile: One profile contains all their information across all companies
- Cross-Company Holdings: You can track their equity in multiple entities
- Unified Communications: Send updates and documents to them across all their holdings
- Consolidated Reporting: Generate reports showing their total position across the organization
Example: Organization-Level Stakeholder
John Smith is a serial entrepreneur who founded Company A and later invested in Company B within your organization. His organization-level profile tracks both his founder shares in Company A and his investor shares in Company B.
When to Use Each Type
Use Organization-Level Stakeholders For:
- Cross-Portfolio Investors: VCs or angels investing in multiple companies
- Serial Entrepreneurs: Founders involved in multiple entities
- Executive Team: Leadership with roles across multiple companies
- Strategic Advisors: Advisors working with multiple portfolio companies
- Family Members: Individuals with holdings across family business entities
Use Company-Level Stakeholders For:
- Company-Specific Employees: Team members of individual entities
- Single-Company Investors: Investors focused on one specific company
- Local Advisors: Advisors specific to one company's industry or market
- External Service Providers: Lawyers, accountants working with one entity
Best Practice
Start with company-level stakeholders for simplicity. Promote them to organization-level when they become involved with multiple companies in your portfolio. This approach keeps your data clean and prevents unnecessary complexity.
Stakeholder Relationships and Permissions
Relationship Types
Each stakeholder must have a defined relationship that affects how they interact with your company:
- Founder
- Employee
- Investor
- Advisor
- Director
- Consultant
- Shareholder
- Beneficial Owner
- Secretary
- Other
Common Questions
Related Topics
- Directors - Board members and company officers
- Secretaries - Company secretaries who handle administrative and compliance matters
- Beneficial Owners - Individuals who enjoy the economic benefits of shares held by trustees