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
From the main menu, click People
Tick the checkbox next to the stakeholder(s) you want to invite. You can select multiple people for bulk invitations.
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
From the main menu, go to Ownership → Cap Table
Navigate to the relevant tab (Shareholders, Option holders, etc.)
Click the blue invite icon next to the stakeholder's name
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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