Capital & Transactions

Learn how to create classes of securities, run transactions, and manage certificates and shareholdings.

Adrian Camara avatar Andrew Dravucz avatar Adrian Camara avatar +3
12 articles in this collection
Written by Adrian Camara, Andrew Dravucz, Adrian Camara and 3 others

Exchange & Conversion of Shares

Learn how to exchange or convert one share class for another share class within an Entity
Nicole Burch avatar
Written by Nicole Burch
Updated over a week ago

Getting Started: Transaction Fundamentals

Learn the basics of capital, transactions, shareholdings and certificates.
Adrian Camara avatar
Written by Adrian Camara
Updated over a week ago

Add a Share or Unit Class

Adrian Camara avatar
Written by Adrian Camara
Updated this week

Issuing Shares or Units

Learn the dynamics of share classes and transactions.
Adrian Camara avatar
Written by Adrian Camara
Updated over a week ago

Transferring Shares

Learn how to transfer shares
Andrew Dravucz avatar
Written by Andrew Dravucz
Updated over a week ago

Transfer Number

Assign a Transfer Number to any Transfer Transaction in Athennian!
Kyle Marks avatar
Written by Kyle Marks
Updated over a week ago

Managing Certificates

Learn how to create, generate, edit, and delete stock certificates
Adrian Camara avatar
Written by Adrian Camara
Updated over a week ago

Redeem, Repurchase, Gift or Retract Shares

Learn how to bring stock back into treasury via different transaction types
Adrian Camara avatar
Written by Adrian Camara
Updated over a week ago

How to delete share transactions and related share certificates

Step by step guide on how to properly delete share transactions and the related share certificates involved.
Kyle Marks avatar
Written by Kyle Marks
Updated over a week ago

Other Transaction (Share Certificate Replacement)

Learn how to replace a lost, damaged, improperly signed or erroneous share certificate!
Laura Grégoire avatar
Written by Laura Grégoire
Updated over a week ago

Shareholder Name Change

Learn how to change a shareholder's name and update its records in its subsidiaries to reflect the name change!
Laura Grégoire avatar
Written by Laura Grégoire
Updated over a week ago

Options & Warrants

Issuing, Exercising & Cancelling Options & Warrants
Nicole Burch avatar
Written by Nicole Burch
Updated over a week ago