Add an Individual Stakeholder 

When your company undergoes a new round of investment or expands, you might need to add new stakeholders to your cap table on Qapita platform. This process is designed to be straightforward, whether the stakeholder is an individual or an institution. This section focuses on adding an individual stakeholder.

To add an individual stakeholder, follow these steps:

   2. Select Individual in the Stakeholder Type dropdown menu.

   3. Add mandatory Personal Details: 

   4. Enter the essential personal information for the individual stakeholder. These fields are mandatory for creating the stakeholder profile.

• Select if the individual is an Employee or not by clicking Yes or No.
• Enter the Legal Name, First Name, and Last Name of the individual. These are mandatory fields.
• Then, enter the Email address of the individual, Employee ID, Mobile number, Date of Birth, and Commencement Date of her/his stake in the company.

Continuation: Adding a New Individual Stakeholder Details

After filling in the mandatory personal details, you can enrich the stakeholder's profile with additional information across several optional sections. These details can be added at the time of creation or updated later as needed.

Under the Optional Details section:

You can proceed with adding a stakeholder without needing to fill in all the information immediately. These fields are not mandatory at the time of creation and can be updated later. This includes:

• Address
• Documents (e.g., identity proofs, agreements)
• Other personal details

The Additional Information section:

This section allows you to enrich stakeholder profiles with supplementary data that may be useful for communication or recordkeeping. You can add:

• Secondary email ID
• Additional Mobile number
• Commencement date (if not captured earlier or needs update)
• Address (if not captured earlier)

In the Demat Details section:

You can input all dematerialized account-related information essential for equity transactions. This includes:

• Depository name (e.g., NSDL/CDSL)
• Account type (e.g., Individual, Joint, Corporate)
• Account number (the unique Demat account number)

The Nominee Details section:

This section helps in capturing the nominee's information for a stakeholder, providing clarity in case of future contingencies. You can add:

• Nominee's name
• Relationship with the stakeholder (e.g., Spouse, Child, Parent)
• Contact details (e.g., email, mobile number)

Finally, the Other Details and Documents section:

This section allows you to record additional compliance-related information and attach supporting documentation. You can capture:

• Residential status (e.g., Resident, Non-Resident Indian (NRI), Foreign National)
• Tax identifier (e.g., Permanent Account Number (PAN) for India, Social Security Number (SSN) for USA, Tax Identification Number (TIN) for other regions)
• Supporting documents for identity, address, or tax purposes (e.g., scanned copies of passport, utility bills, tax certificates).

Tip: Always ensure the information provided is accurate and up to date to maintain compliance and facilitate smooth operations on the Qapita platform.