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Open-Cap-Table-Coalition / Open-Cap-Format-OCF

Open Cap Format (OCF) - The Open Source Company Capitalization Data Standard. OCF can be used to structure and track the complex data structures necessary to build and maintain accurate capitalization (cap) tables.

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[Enhancement]: Add Optional Contact Fields to Stakeholder

JSv4 opened this issue · comments

commented

Description of Enhancement :

Some systems want to know a couple additional pieces of data around stakeholders:

  1. Last login / last contact
  2. W9 Certified
  3. Whether any mail or email bounced back

Why is this Needed?

Data is of interest to transfer agents

Anything else we need to know?

commented

TWG Notes:

  1. Multiple parties actually do collection 1, 2 and/or 3
  2. 2 could be another doc for non-US (W8)
  3. Be super clear what is meant by "certified" in the description
  4. These should all be optional
commented

This could be something someone builds in an additional schema for a public company or transfer agent hand-off standard. Out of scope for OCF as it stands today.