Share issues and historical events: How to record ownership changes

Ownership changes are recorded through share issues, transactions, or historical events.

When issuing shares, Undo may ask whether the shares are:

Choose New share issue when the company is issuing shares today. Undo guides the workflow through approvals, generated documents, and statutory filing tasks.

Choose Historical share issue when the shares were issued before the company started using Undo. In that case, Undo records the past ownership and lets you upload existing documents instead of generating new approvals.

If you are setting up founder shares that were issued when the company was incorporated, choose Historical share issue.

A share issue may ask for:

Historical events can also be used for wider cap table history.

Event types shown in the product include:

Each event creates a record in the cap table history. Supporting documents can be uploaded and linked to the event. Where relevant, the event can also create related share issuances and compliance tasks.