Invite Stakeholders to My Cake Portal

My Cake is a separate portal where your investors and employees can view their equity holdings, sign documents, check valuations, and manage their portfolio details. You invite stakeholders to their portal from within your Cake admin account.

Before you start

• The stakeholder must already exist in your Cake account (either added manually or through a cap table import).

• Investors and employees access My Cake with their own login, separate from your company admin account.

Invite a stakeholder

1. Go to Engage → All or navigate to the relevant security in Cap Table and find the stakeholder.

2. Check the box next to their name to select (you can select multiple).

3. Click Invite.

4. Confirm the email address the invitation will be sent to.

5. Click Send invitation.

The stakeholder receives an email prompting them to set up their My Cake account. Once they've signed up, they can log in at any time to view their holdings.

Invite all stakeholders

1. Go to Engage → All or navigate to the relevant security in Cap Table

2. Click + Invite to My Cake at the top of the page.

3. Click Send invitation.

What stakeholders can see and do in My Cake

• View their current equity holdings and share certificates

• Sign documents and agreements sent by your company

• View the current value of their shares or options (if enabled)

• Download holding statements

• Update their contact details

Re-send an invitation

If a stakeholder hasn't accepted their invitation, you can resend it from their profile using the same steps above.

Related articles

• Create and Manage Contact Groups
• Edit or Delete Stakeholder Details
• Send Messages to Shareholders and Employees