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How do I create (add) a Pool?
How do I create (add) a Pool?
Updated this week

To create a Pool go to 'Pools' in the 'Securities' block in the left-hand menu and press the button 'Add Pool.

You'll be directed to a page where you'll need to input all required details, including:

  • General information: share pool name, date, share class, and the number of shares.

  • Source of shares: Conditional or Issue from Stakeholders

  • Additional Information: Indicate whether you'd like to exclude the Share Pool from the CAP table and include any necessary comments

Once all the information is added, press 'Add Pool.'

Another option to add a Pool is in ‘Transactions’ section. Navigate to this section, press the button 'Add transaction', and then choose 'Add Share pool'.

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