How to manage your account

Accessing your portfolio, company dashboard and account settings

After signing up to Capdesk, you can track your registered holdings. The information below is intended to explain some of the account properties and help you populate information in the account settings. We will be exploring the following sections:

  1. Portfolio page
    1. Viewing shareholdings
    2. Viewing a grant
    3. Company dashboard (only for shareholders)
  2. Administrated and Viewed page
  3. Account settings

Portfolio page

Your portfolio will show you the company you have received the email invitation from with equity issued to you. In this section, you will be able to see any companies on Capdesk that has recorded equity issued to you in your portfolio. 

You can see a singular line of information, this details your holdings on a consolidated basis. 

Portfolio 2

By clicking on the drop-down arrow on the left-hand side, you are able to view the break-down of these holdings by each type of security i.e by each share class, grants etc.

Classes

View shareholdings

By clicking on a share class, you are able to view the transaction history within that class. This could consist of any issuances, transfers, cancellations or conversions.

Transaction history

Click on the "Type" i.e. 'Issuance' and this will give you more information regarding the transaction. You can also find any relevant documents (if applicable) in the 'Documents' section.  

Transaction details

Viewing a grant

Click on a grant and a right-side panel will display the details of the grant. 

Grant

The following information is shown:

  • Estimated Value: The value of the grant in your configured portfolio display currency based on an estimated share price value registered by the granting company (if applicable).
  • Grant: These are details of the grant including exercise price and grant/expiry dates.
  • Vesting: This section describes your vesting schedule and shows you how many options have currently vested and how many you have left to vest.
  • Valuations: Any valuations relevant to your grant that the company has recorded on Capdesk will be displayed here.
  • Grant Note: Any notes added by the company will be shown here.
  • Grant Document: Any documents uploaded by the company relevant to the grant will be found here, if you have signed a grant online, this is where you could find your signed copy of the agreement.
  • Transactions: Here you can see a list of any and all transactions that have been actioned on the grant, including exercises, share splits and lapses.

Additionally, if you would like to add investments that are not yet registered, you are able to do so in order to populate your portfolio.

The company dashboard

As a shareholder, you are able to access the company dashboard (depending on the accessibility the company allows) which provides further information about your investment as well as the company. 

This is not applicable for optionholders or any other equity holders

You can access the company dashboard by clicking on the company name that (highlighted in blue) in your portfolio.

Company dashboard

The company's settings that are set by the company administrator(s) dictate how much access you have on this page. As a minimum, you are able to view:
  • Company dashboard: Here you can view your personal investments as well as the company background.
  • Shares (under Ownership): Details of all share classes in the company.
  • Portfolio (under Ownership): To track investments that the company has made.
  • News (under Investor Relations): This is where you are able to find any news updates.
  • Documents (under Investor Relations): To find any relevant documents e.g shareholder resolution.

Company dashboard 2

If the company settings permit this, then you are able to see the company cap table. This can be in a form whereby shareholder details are anonymised or they are not.  

Administrated and Viewed page

The administrated tab is for those who are managing Capdesk accounts. This means that the page is used on a company level and it not applicable for those who are solely investors/equity-holders.

Administrated

If a company administrator has added you as a viewer then it means that you are able to access the account with similar viewership to an administrator but you are not able to edit any data i.e you will be able to view the cap table but you would not be able to issue any investments. 

Viewed

Account settings 

There are 5 icons in the top right-hand corner, from left to right:

Tasks Icon Tasks: If you are required to sign anything, you'll find those requests here.

Documents Icon Documents: If you have any documents attached by the company to your transactions, you are able to find them here.

Notification Icon Notifications: If a company you have invested in has any news published you can find out about it here.

Person Icon Personal: This allows you to make updates on your account including updating personal information:

Personal settings

  • Legal Identity: Update personal details such as address and phone number.
  • About You: Update information about yourself like adding a picture or adding your social media links.
  • Capdesk Account: Change your password and add secondary emails.
  • Preferences: Configure your personal preferences.


Support Icon Support: You can submit a support ticket, access our help centre or refer a friend to Capdesk.

If you need further assistance, you can reach out to us by submitting a support ticket.