Register and Track Equity Transactions in Centi

Transactions are the building blocks of the share register in Centi. Every time securities change hands — whether newly issued to an investor or transferred between existing shareholders — you record that movement as a transaction. Centi supports two core transaction types: New Issue, which creates new securities and increases the total outstanding units in a program, and Transfer, which moves existing securities from one party to another. Once registered, transactions are reflected in the cap table and the share register automatically.

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Navigate to register a transaction

Transactions where a stakeholder is involved should be registered under the program the stakeholder should be a part of. If you want to register a transaction between two company entities this is done on the Company page holding the involved securities.

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Configure the transaction

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1. Select the transaction type

Choose New Issue or Transfer depending on how the securities are moving.

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2. Select parties

Use the dropdown to select the buyer who will receive the securities. The dropdown lists all previous participants in the program. To add someone new, select Add new buyer. For Transfer transactions, you also select the seller — the existing shareholder transferring their securities.

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3. Enter transaction details

Complete the core transaction fields:

• Number of units — the quantity of shares or warrants being issued or transferred
• Price per unit — the cost per share or warrant in the transaction currency (Centi calculates the total value automatically)
• Registration date — the historical date when the transaction occurred

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4. Attach documentation

Upload supporting documents such as accession agreements or contract notes by clicking Attach files or dragging and dropping files into the upload area. After uploading, select the appropriate document type from the dropdown for each file to categorise the attachment correctly.

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5. Add pledge and comment

Review the pre-filled pledge for accuracy and edit it if necessary. Add any comments you want recorded in the share register.

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6. Register the transaction

Review all entered information, then click Register transaction. The transaction appears immediately under Transactions.

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Export transactions

To export a record of all transactions for a program, open the Transactions tab within the program and use the export option. The export includes transaction type, parties, units, price per unit, total value, registration date, and any attached document references.

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Download transaction documents in bulk

Use Download documents on the Transactions page to fetch every agreement and information document attached to a set of transactions as a single zip file, alongside the existing Excel export.

1. On the Transactions page, select each transaction you want to include in the export. The bulk action bar appears at the bottom of the table with the selected count.
2. Select Download documents in the bulk action bar. Centi assembles the archive and starts the download.

The zip includes documents attached directly to each selected transaction as well as agreements attached via the originating offer, so already-registered transactions (for example, those in Completed) still return their offer-level agreements. Filenames that collide across transactions are automatically de-duplicated.

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