Entity pillar · v0.8.1

stakeholder Stakeholder

Equity stakeholder record aligned with OCF stakeholder schema.

$id · https://corpospec.com/schemas/v0.8.1/stakeholder.schema.json

Fields

Field Type Required Description
id PathRef yes Path-based cross-reference relative to .corpospec/ root. Pattern: `^[a-z0-9_-]+(/[a-z0-9_.-]+)+$`
person PathRef yes Path-based cross-reference relative to .corpospec/ root. Pattern: `^[a-z0-9_-]+(/[a-z0-9_.-]+)+$`
relationship_status RelationshipStatus yes Stakeholder relationship status.
type StakeholderType yes Stakeholder type.
convertibles ConvertibleInstrument[] Outstanding convertible instruments (SAFEs, convertible notes, Wandeldarlehen, etc.) attributed to this stakeholder. Typically only populated for non-founder stakeholders (investors, advisors); empty for founders whose equity is represented via `stock_holdings`. At least one of `stock_holdings`, `options`, or `convertibles` should be populated for a stakeholder record to carry economic meaning; this is not enforced at the schema level because early-stage records may list a stakeholder ahead of the underlying issuance.
custom StakeholderCustom?
options StockOption[] Stock-option grants held by this stakeholder.
stock_holdings StockHolding[] Issued shares held by this stakeholder, keyed by stock class.

Definitions

Shared types referenced within this schema.

Acceleration
Vesting acceleration type.
enum: "none", "single-trigger", "double-trigger"
ConversionTrigger
Event that causes a convertible instrument to convert into equity or to otherwise settle.
ConvertibleInstrument
Convertible instrument (SAFE, convertible note, etc.) aligned with OCF.
type: object
FounderEquity
Founder equity position details.
type: object
InstrumentType
Category of convertible instrument, aligned with OCF convertible issuance types and common European variants.
IsoCurrency
ISO 4217 currency code.
pattern: ^[A-Z]{3}$
IsoDate
ISO 8601 date (YYYY-MM-DD).
type: string
MonetaryAmount
A monetary value with currency.
type: object
OwnershipChain
Ownership chain description for a stakeholder.
type: object
PathRef
Path-based cross-reference relative to .corpospec/ root. Pattern: `^[a-z0-9_-]+(/[a-z0-9_.-]+)+$`
pattern: ^[a-z0-9_-]+(/[a-z0-9_.-]+)+$
RelationshipStatus
Stakeholder relationship status.
enum: "active", "departed"
StakeholderCustom
Typed extension fields for Stakeholder.
type: object
StakeholderTaxStructure
Tax structure details for a stakeholder.
type: object
StakeholderType
Stakeholder type.
enum: "founder", "employee", "investor", "advisor", "board-member"
StakeholderVestingDetails
Vesting details for a stakeholder.
type: object
StockHolding
A single stock holding.
type: object
StockOption
Stock option grant aligned with OCF stock plan model.
type: object
VestingSchedule
Vesting schedule details.
type: object

Reference in your YAML

# yaml-language-server: $schema=https://corpospec.com/schemas/v0.8.1/stakeholder.schema.json