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Orders and ownership

Settle an order

Issue the fractions: the ledger and holding are written, the cap table updates and the client gets a certificate.

  • Updated
  • For managers

Who can do this: Owners, admins and managers

Settle

  1. Open a funded order and choose Settle.
  2. Review the summary: the fractions, the property and the client.
  3. Confirm.

The dashboard lists funded orders under Paid, ready to settle.

What happens

  • An issue entry is written to the ledger with the order and the unit cost, and the client's holding is added in the same step.
  • The listing's counters update, and it becomes fully subscribed if it is full.
  • The client is emailed that their fractions were issued, with a certificate PDF attached to the order.
  • When the listing closes with fractions issued, the property becomes held.

Tip: To settle automatically as soon as an order is fully paid, turn on Settle listings automatically in Defaults or on the listing.

After settlement

A settled order is final. A nightly job compares every holding with the ledger and fixes any drift from the ledger, so the cap table always agrees with the movements. Corrections are ledger adjustments by an admin, with a reason.

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