Partner accounts

Manage business equity, track capital investments, and monitor ownership distribution among co-founders and investors.

01 Partners Dashboard

The Partners tab tracks the internal equity structure of the business and the capital balances of all investors.

Partner Ownership Summary: A visual progress bar at the top of the dashboard displays the total equity breakdown, highlighting the "Allocated" percentage, "Remaining" percentage, and total number of "Partners".
Allocation Alerts: The system actively monitors equity logic. If total assigned ownership is below 100%, an "Under-allocated" warning is displayed to ensure the equity pool is fully distributed.
Main Table: Lists each partner's "Name", "Phone", "Tags", "Capital Balance", and "Actions".
Column Customization: Click "Columns" to view additional data such as their specific "Ownership %", "Email", and "Address".

Click the + Create Partner button to register a new investor or co-founder.

Basic Info: Enter the mandatory "Name" (e.g., "Waleed") and "Phone" number.
Opening Balance:
- Record the financial injection or withdrawal at the time of creation.
- Select Capital Investment (Partner Equity) if they are injecting funds into the business, or Overdrawn (Partner owes business) if they have withdrawn more than their initial capital. Enter the PKR amount.
Ownership Percentage:
- Enter the exact percentage of the business this partner owns (e.g., "15").
- A real-time helper text will validate the input against the remaining equity pool (e.g., "Total after adding: 15.00% (Available: 100.00%)").
Contact Details: Optionally provide an "Email" and physical "Address".

Click Create to formally add the partner to the ledger.

Update a partner's details or ownership stake by clicking the pencil icon in the Actions column.

The "EDIT PARTNER" modal allows you to adjust the "Ownership Percentage" if equity is transferred between partners, alongside updating standard contact information.
The "Opening Balance" remains locked after the initial creation to ensure historical capital investments are securely recorded.

Equity Management: Recording the initial cash investments and equity contributions made by each founding partner.
Profit Distribution: Tracking the withdrawal of funds (draws) by partners to ensure distributions align with their agreed ownership percentages.

Capital Tracking: By recording a "Capital Investment (Partner Equity)", the system correctly logs the inflow of cash as equity rather than revenue, keeping the balance sheet accurate.
Equity Management: The "Partner Ownership Summary" provides instant visibility into the company's cap table, ensuring that exactly 100% of the business is accounted for among its stakeholders.

Manage business equity, track capital investments, and monitor ownership distribution among co-founders and investors.

The Partners tab tracks the internal equity structure of the business and the capital balances of all investors.

Partner Ownership Summary: A visual progress bar at the top of the dashboard displays the total equity breakdown, highlighting the "Allocated" percentage, "Remaining" percentage, and total number of "Partners".
Allocation Alerts: The system actively monitors equity logic. If total assigned ownership is below 100%, an "Under-allocated" warning is displayed to ensure the equity pool is fully distributed.
Main Table: Lists each partner's "Name", "Phone", "Tags", "Capital Balance", and "Actions".
Column Customization: Click "Columns" to view additional data such as their specific "Ownership %", "Email", and "Address".

Click the + Create Partner button to register a new investor or co-founder.

Basic Info: Enter the mandatory "Name" (e.g., "Waleed") and "Phone" number.
Opening Balance:
- Record the financial injection or withdrawal at the time of creation.
- Select Capital Investment (Partner Equity) if they are injecting funds into the business, or Overdrawn (Partner owes business) if they have withdrawn more than their initial capital. Enter the PKR amount.
Ownership Percentage:
- Enter the exact percentage of the business this partner owns (e.g., "15").
- A real-time helper text will validate the input against the remaining equity pool (e.g., "Total after adding: 15.00% (Available: 100.00%)").
Contact Details: Optionally provide an "Email" and physical "Address".

Click Create to formally add the partner to the ledger.

Update a partner's details or ownership stake by clicking the pencil icon in the Actions column.

The "EDIT PARTNER" modal allows you to adjust the "Ownership Percentage" if equity is transferred between partners, alongside updating standard contact information.
The "Opening Balance" remains locked after the initial creation to ensure historical capital investments are securely recorded.

Equity Management: Recording the initial cash investments and equity contributions made by each founding partner.
Profit Distribution: Tracking the withdrawal of funds (draws) by partners to ensure distributions align with their agreed ownership percentages.

Capital Tracking: By recording a "Capital Investment (Partner Equity)", the system correctly logs the inflow of cash as equity rather than revenue, keeping the balance sheet accurate.
Equity Management: The "Partner Ownership Summary" provides instant visibility into the company's cap table, ensuring that exactly 100% of the business is accounted for among its stakeholders.