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Invite Stakeholders to My Cake portal

Give your stakeholders access to My Cake portal where they can view their holdings, documents, and announcements from your company.

Method 1: From the People tab

  1. From the main menu, click People

  2. Tick the checkbox next to the stakeholder(s) you want to invite. You can select multiple people for bulk invitations.

  3. Click Invite to My Cake

Important: Make sure each stakeholder has an active email address in their profile before sending invites. Learn how to edit stakeholder details.

Method 2: From Cap Table

  1. From the main menu, go to OwnershipCap Table

  2. Navigate to the relevant tab (Shareholders, Option holders, etc.)

  3. Click the blue invite icon next to the stakeholder's name

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What happens next?

Your selected stakeholders will receive an email invitation to join My Cake portal. Once they sign up, they'll be able to:

  • View their equity holdings in your company

  • Access shared documents and announcements

  • Track their investment details in a personalized dashboard

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