Browse guides
Ownership and structure
Group structures, share capital, cap tables and the transactions that change them.
Group structure
- See your group structureRead who owns a company and what it owns, as a chart or a list, today or on any past date.
- Export a structure chartDownload the group structure as an image, a PDF or a Word document, with a certified extract signature box when one is needed.
- See where a person sits in the groupSee every company a person holds shares in, the subsidiaries beneath them, and the board seats they hold across the group.
Share capital
- Read a company's cap tableSee a company's share capital at a glance: its classes, what is issued, who holds it, and each holder's percentage.
- Set up a share classAdd a class of shares to a company with its nominal value, voting rights, other rights and certificate numbering.
- Record an allotment of sharesEnter new shares on the securities ledger with their price, whether they are paid, and who they were allotted to.
- Issue a share certificateIssue a numbered share certificate over a holding, dated the day the holder became entitled to it.
- Produce the register of membersRead a company's register of members on any date and generate it as a PDF or Word document.
- Grant options under a share schemeReserve a pool of shares, record the option scheme that governs it, grant options with their vesting, and adjust awards in bulk.
Transactions
- Transfer shares between membersTake a share transfer from the signed stock transfer form to the register, with pre-emption, board approval and stamp duty recorded on the way.
- Declare a dividendWork out each member's dividend from the register at the record date, confirm profits are available, and finalise it.
- Record a share split or other corporate actionApply a split, consolidation, bonus issue, buyback or reduction of capital to every holding at once, after previewing it.
- Record a convertible loan noteRecord a convertible loan note's conversion terms against its loan facility, and see what it would convert into at a funding round.
- Record a charge over company propertyEnter a mortgage or charge on the company's register of charges and start its registration at Companies House.
- Correct a mistaken ledger entryUndo a wrong issuance or other entry on the securities ledger with a compensating entry that says why.