- Open an entity client's detail page.
- Click the Contacts tab (capital is managed alongside contacts).
- Click Add Capital Type.
- Select the capital type (e.g., "Common Stock" — capital types must first be configured in Settings).
- The capital structure section appears.
- Click Add Initial Capital to set up the initial share allocation.
- Enter the date, currency, number of shares, and nominal share price.
- Click Save.
- The capital tab now shows the nominal capital with a visual display.
How to Set Up Capital Structure
Client Management
Last updated Feb. 28, 2026