The Deel platform allows clients to easily and compliantly track and manage their entity's shareholder information and shares.
Clients can manage:
- Share Capital – Record the entity's total issued capital, including detailed accounts of each issuance and alteration throughout its history.
- Share Classes – Categorize shares into different classes with distinct rights and privileges, essential for managing the equity structure and voting rights.
- Shareholders – Help track all shareholders, their shareholdings, and changes over time, including share issuance and transfers.
Clients can access their shares information by navigating through their Organization Settings, selecting the Entities card, and clicking on the desired entity.
Share Capital
Share capital represents the total amount of funds raised by an entity through the issuance of sharessss.
From the Share Capital tab, clients can click Add Share Capital/Add Record and enter the required details to create a share capital record. Once added, clients will be able to view the record within the section, including authorized and issued shares, nominal value, paid-up capital, and the approver.
Additionally, clients can click View as Report and enter a date range to generate a downloadable report.
Share Classes
Before adding share classes, clients must ensure to have first added records of share capital.
Once the share capital has been added, clients can navigate to the Share Classes tab and click Add Classes to add the share type. They will be asked to provide the name, number of shares, price per share, issue date, and select economic rights.
Once the classes have been added, from the tab, clients will be able to edit, view history, tack issuance, and delete them.
Additionally, clients can click View as Report and enter a date range to generate a downloadable report.
Shareholders
From the Shareholders tab, once share classes have been added, clients can add shareholders, issue, and transfer shares.
Adding a Shareholder
✅ Step 1 – Click Add Shareholder
✅ Step 2 – Select the type of shareholder
Clients can choose between an entity or a person.
✅ Step 3 – Add the contact details
✅ Step 4 – Add share classes
Clients can add shares while adding the shareholder or later.
- If adding shares now, they must enter the share class name, number of shares, issue date, and PPS (price per share).
- If adding shares later, once the shareholder has been added, clients can click the three vertical dots beside their name and select Issue Shares.
Additionally, from the Shareholders tab, clients can:
- Edit and transfer shares
- Edit and delete shareholders
- Generate a report