Create a Stakeholder

What is a Stakeholder? In TAP and OCF terminology, a stakeholder is an equity holder—someone who owns shares on the issuer's cap table. This includes founders, employees with equity, investors, and any individual or institution holding shares.

Stakeholders are the equity holders on your cap table — founders, employees, investors, or any entity that holds shares.

Send a POST request

Using Postman or curl, send a POST request to http://localhost:8293/stakeholder/create

{
    "issuerId": "<YOUR_ISSUER_ID>",
    "data": {
        "name": {
            "legal_name": "Alex Palmer",
            "first_name": "Alex",
            "last_name": "Palmer"
        },
        "issuer_assigned_id": "",
        "stakeholder_type": "INDIVIDUAL",
        "current_relationship": "FOUNDER",
        "primary_contact": {
            "name": {
                "legal_name": "Alex Palmer",
                "first_name": "Alex",
                "last_name": "Palmer"
            },
            "emails": [
                {
                    "email_type": "PERSONAL",
                    "email_address": "alex@palmer.earth"
                }
            ],
            "phone_numbers": [
                {
                    "phone_type": "MOBILE",
                    "phone_number": "+1 555-555-5555"
                }
            ]
        },
        "contact_info": {
            "emails": [
                {
                    "email_type": "BUSINESS",
                    "email_address": "alex@plume.org"
                }
            ],
            "phone_numbers": [
                {
                    "phone_type": "MOBILE",
                    "phone_number": "+1 555-555-5555"
                }
            ]
        },
        "comments": []
    }
}

Replace <YOUR_ISSUER_ID> with the _id from your issuer creation response.

Check the response

The response includes your new stakeholder:

{
    "stakeholder": {
        "_id": "<GENERATED_STAKEHOLDER_ID>",
        "object_type": "STAKEHOLDER",
        "name": {
            "legal_name": "Alex Palmer",
            "first_name": "Alex",
            "last_name": "Palmer"
        },
        "stakeholder_type": "INDIVIDUAL",
        "issuer_assigned_id": "",
        "current_relationship": "FOUNDER",
        "primary_contact": {
            "name": {
                "legal_name": "Alex Palmer",
                "first_name": "Alex",
                "last_name": "Palmer"
            },
            "emails": [
                {
                    "email_type": "PERSONAL",
                    "email_address": "alex@palmer.earth"
                }
            ],
            "phone_numbers": [
                {
                    "phone_type": "MOBILE",
                    "phone_number": "+1 555-555-5555"
                }
            ]
        },
        "contact_info": {
            "emails": [
                {
                    "email_type": "BUSINESS",
                    "email_address": "alex@plume.org"
                }
            ],
            "phone_numbers": [
                {
                    "phone_type": "MOBILE",
                    "phone_number": "+1 555-555-5555"
                }
            ]
        },
        "comments": [],
        "issuer": "<YOUR_ISSUER_ID>",
        "is_onchain_synced": false
    }
}

Stakeholder Response

The is_onchain_synced field starts as false. The event poller will update it to true once the blockchain confirms the transaction.

Stakeholder types

The stakeholder_type field accepts:

INDIVIDUAL — A person (founder, employee, advisor)
INSTITUTION — A company or entity (VC fund, corporate investor)

Relationship types

The current_relationship field accepts values like:

FOUNDER
EMPLOYEE
ADVISOR
BOARD_MEMBER
INVESTOR
FORMER_EMPLOYEE

What's next?

With stakeholders and stock classes created, you can now issue stock to your stakeholders.

Create Stock Class Issue Stock