Idea Details

 

Enab;e custom stakeholder groups

Last activity 05-05-2025 12:32
Max Ochoa's profile image
By: Max Ochoa
04-30-2025 09:50

Shareworks allows the creation of stakeholder groups and then the assignment of specific stakeholders to the appropriate group. 

For example, if a VC has invested in my company through three funds (a pretty common situation), I have three stakeholders. But I want to be able to see those holdings aggregated under the VC. This is important whenever I have to think about vote counts.

Another example is a stakeholder who has vested options and stock that has been assigned to a trust. Good to know on a TSO basis how much they've got.

In practice, that means the cap table tabs will have an additional column labeled "Stakeholder Group" or whatever, and I can do excel stuff with that column.


Comments

05-05-2025 12:32

Totally agree, for example our CEO has 5 accounts in Carta associated with his holdings and would love to have a way to have all account show up to make sure we are reporting correct ownership numbers.