Invite an investor to their portal
2 min read
The investor portal lets your shareholders see their position without emailing you. You control who is invited and what they can see.
1
Open the stakeholder
From your cap table, select the investor you want to give access to.
2
Send a portal invite
Choose Invite to portal and confirm their email address.
3
They get self-serve access
The investor receives a secure link to view their holdings, updated the moment anything changes.
Tip. Portal access is read-only for investors - they can see their own position but cannot change anything on your cap table.
This guide is an illustrative placeholder and will be verified against the live product before launch. Exact screen and button names may differ.