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Communicating with Shareholders
Communicating with Shareholders

Here's how to send out quick updates to your shareholders and employees

Shannon Griffin avatar
Written by Shannon Griffin
Updated over 2 months ago

You can quickly send out company updates/investor updates to your shareholders and employees using the Communication tool πŸ’¬

A lot of our customers find this an awesome tool for sending out regular shareholder updates. Particularly for companies that have gone through a CSF campaign, this is the tool for you!

But first, some key features of this tool -

  • This feature facilitates one-way communication only

  • Employees/Investors will receive an email notification at their assigned email address whenever they have a new message on the platform. To access and read the message, they will need log to in to the Investor Portal.

  • The email will be sent to everyone, regardless of if they have signed up to Cake

  • The email will be sent from a 'no-reply' Cake email so we recommend adding a reply email address at the bottom of your announcement

  • See here on how to include attachments πŸ‘ˆ

How to send a message

To send a message to your stakeholders,

  1. Go to Communication

  2. Click + New Message in the top right corner

  3. Choose from one of our 'investor update' templates, or start with a blank canvas to add in your own

  4. In the 'Send to' field, select individual the contacts you would like to send the message to, or alternatively, choose a Group of stakeholders to send it to.

  5. Update the template with your company updates, or type your message in the relevant field

  6. Save your draft to come back to later, or click Send!

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