Tutorial #3 - Managing Ownership: Classes and Securities

Amy Carr
Amy Carr
  • Updated

Understand how to enter and maintain Entity Ownership details. 

This session reviews how Structure Charts are automatically created from the creation of Classes and issuance of Securities.  

(To change the playback speed or enable / disable closed captioning, click on the cog icon  in the bottom right corner of the video.)

Timestamps for anyone who might be looking for information on a specific topic:

0:00 Introduction and overview
4:36 Ownership details on Entity Overview page
5:26 Structure Charts
9:30 Managing Classes
16:40 Understanding the data in Securities
22:45 Issue a Securities Transaction
37:55 Generate a Certificate
39:38 Set Pending Transactions to Confirmed
40:47 Print Registers, Ledgers, Cap Tables, and Exports
46:00 Other Transactions (Transfer Example)