There are 2 ways to invite your Stakeholders to the portal to view and track their holdings in your company.
Method 1 - via People tab
From the main menu on the left side of the screen, click 'People'
Tick the box on the right side of the Name of the Stakeholder you want to invite. You can select multiple Stakeholders to send an invite in bulk.
Note: Please add an active email address to their portfolio before sending them an invite. Check out our articles on how to edit Stakeholder details through this LINK
3. Click on the 'Invite' button.
Method 2 - via Cap Table
From the main menu, go to 'Ownership' and click 'Cap Table' from the drop-down.
Go to the specific tab where you can locate the stakeholder.
Click on the blue icon on the left side of the name of the Stakeholder to invite.
These 2 methods of inviting will prompt the platform to send an email invitation to the selected Stakeholders. After the Stakeholder has signed up, they will be able to view their holding in your company in their 'Portfolio' on Cake, as well as any documents or announcements you have shared with them.