Add stakeholder types - Founders, Investors, Employees & other roles
To add stakeholder accounts for Founders, Investors, Employees & other roles, navigate to the "Stakeholders" Icon in the vertical menu bar located on the left hand side. Then click on the orange "Add Stakeholder" button.
Enter the applicable Stakeholder information and click the "Save & Continue" button on the bottom of the page
Next select the Relationship drop down menu and choose the appropriate stakeholder type. Enter the effective date and click the orange "Save" button on the bottom of the page