Every stakeholder, every share movement, one register
Track every share movement across all instrument types from day one — with complete transaction data, a share certificate registry, and a full record of shareholding changes.
Complete share register
Every shareholder and instrument type — common shares, preference shares, options, warrants, SAFEs, and convertible notes — held in one register.
Full audit trail
Every issuance, transfer, and conversion is logged, so the history behind any shareholder’s position is always traceable.
Companies Act-aligned compliance documentation
Compliance documentation, including SH-6 filings, is generated per event, instead of assembled after the fact.
Dematerialised records
Shareholder records stay aligned with NSDL/CDSL dematerialisation requirements as your company moves off physical share certificates.
Recording a secondary transfer without losing the audit trail
Consider a startup where an early angel investor agrees to sell part of their holding to a later-stage investor in a secondary transaction. Handled manually, this means updating a spreadsheet, filing the transfer documentation, and separately confirming the company's right of first refusal (ROFR) was properly cleared — steps that are easy to record inconsistently across different documents. With a stakeholder register, the transfer is recorded as a single event: the shares move from seller to buyer, the ROFR clearance is logged against that event, and both parties' positions update immediately, with the full history preserved.
- 1Secondary transfer terms are agreed between existing and incoming stakeholder
- 2ROFR clearance is recorded against the transfer event
- 3Shares move from seller to buyer in the register, with the prior holding history preserved
- 4Updated shareholder positions are reflected immediately, without a manual reconciliation pass
Common questions about stakeholder management
What counts as a 'stakeholder' in Tabulate's share register?
Any holder of an equity instrument in the company — founders, employees with ESOP grants, angel investors, and institutional investors — all tracked as stakeholders in the same share register, across every instrument type they hold.
How does Tabulate keep records aligned with NSDL/CDSL?
As shares move toward dematerialised form, Tabulate keeps the ownership record aligned with NSDL/CDSL dematerialisation requirements, so the digital register stays consistent with the depository record.
Can a shareholder see their own holding and transaction history?
Yes. The self-service portal gives every stakeholder visibility into their own position and vesting where applicable, rather than requiring them to request an update from the finance or secretarial team.
Ready to bring your stakeholder register into one place?
Book a demo and we'll walk through your current shareholder base — including every instrument type and transaction history.