You will need to have received an invitation email to be able to sign up
You should receive an invitation email from a company that you have invested in and they are using Capdesk to manage their equity.
You can sign up as either:
- An individual stakeholder: You have directly made investments under your name.
- A company investor: You have made investments under a company name.
You will then be led to the sign-up page. Enter your details and set a password and then click on 'Sign up'. Alternatively, you can sign in with LinkedIn.
Your password will need to:
- Be at least 8 characters long
- Contain both lower-case letters, upper-case letters and numbers
You will then need to verify your email with an additional email that has been emailed to you.
Click the green 'Verify Email' button to access and manage your account.
If you are were invited to sign up to Capdesk so that you could witness an option agreement, action on the relevant steps once you have signed up to Capdesk.
Signing up as a company investor
In this scenario, you should follow all steps detailed above which creates an account for yourself. However, once signed up, you will need to claim your company in order to see the correct holdings.
If you need further assistance, you can reach out to us by submitting a support ticket.