Shareholders
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Shareholder Management
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Stock Types & Series
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User Management
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🔒 Governance Locked
⚠️ This stock class cannot be fully modified because shares have already been issued. Only display name and active status can be changed. Authorized shares can only be increased.
Stock Type *
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Common
Preferred
Warrant
Display Name *
Par Value ($)
Authorized Shares *
Dividend Rate (%)
Liquidation Preference
Voting Rights
Active
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Add Series
Series Name *
Authorized Shares
Active
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Save Series
Add User
Full Name *
Email *
Role *
Viewer (Read-only)
Manager
Entity Admin
Super Admin
Entity *
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Password *
Min 8 chars, 1 uppercase, 1 lowercase, 1 number, 1 special character
Confirm Password *
Active
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Save User
Add Entity
Entity Name *
Legal Name
Email
Phone
Address
City
State
Zip Code
Country
Tax ID
Active
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Save Entity
Add Shareholder
Full Name *
Account #
Email
Phone
Address
City
State
Zip Code
Type
Individual
Corporation
Partnership
Trust
Tax ID
Country
Active
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Save Shareholder