Stakeholders Inviting Process: How to Onboard Stakeholders in Capboard
1. Inviting Stakeholders
The company can invite stakeholders using the following methods:
1.1. When adding the Incorporation transaction: Navigate to Ownership > Transactions and click on “Invite shareholders.”
1.2. From the left menu, go to Stakeholders and click the INVITE button.
2. Stakeholders Accept Invitation and Create a Profile
The invited stakeholder will receive an email from Capboard inviting them to join and access their information shared by the company.
To proceed, stakeholders need to:
- Accept the invitation.
- Agree to the Terms & Conditions.
- Sign Up for free.
- Create a profile after signing up.
3. Stakeholders Access Their Profile, Portfolio, Equity, Documents, and Any Pending Signature
Portfolio: Stakeholders can view their ownership and the value of their investments in companies registered on Capboard.
By selecting a company in the search bar, stakeholders will access the following information related to the selected company:
My Information:
- My Equity: View equity information and transactions related to their investments or positions in the company.
- My Documents: Access any documents shared by the company.
- Equity Incentive Plans: Review details of any equity incentive plans and related allocations.
By following these steps, stakeholders can efficiently manage and monitor their investments and positions within the company through Capboard.
Access here for more information: How to add a new Stakeholder, bulk process.
By Blanca Félez
Head of Legal Operations at Capboard