Stakeholders Inviting Process: How to Onboard Stakeholders in Capboard
1. Inviting Stakeholders
The company can invite stakeholders using the following methods:
1.1. When adding the Incorporation transaction: Navigate to Ownership > Transactions and click on “Invite shareholders.”
1.2. From the left menu, go to Stakeholders and click the INVITE button.
2. Stakeholders Accept Invitation and Create a Profile
The invited stakeholder will receive an email from Capboard inviting them to join and access their information shared by the company.
To proceed, stakeholders need to:
- Accept the invitation.
- Agree to the Terms & Conditions.
- Sign Up for free.
- Create a profile after signing up.
3. Stakeholders Access Their Profile, Portfolio, Equity, Documents, and Any Pending Signature
Portfolio: Stakeholders can view their ownership and the value of their investments in companies registered on Capboard.
By selecting a company in the search bar, stakeholders will access the following information related to the selected company:
My Information:
- My Equity: View equity information and transactions related to their investments or positions in the company.
- My Documents: Access any documents shared by the company.
- Equity Incentive Plans: Review details of any equity incentive plans and related allocations.