Inviting Investors to Capdesk

Invited investors can see their shareholdings in your company and have access to all other material that you as a company have decided to share.

How do I invite investors?

You can start a new import (See how to start a investor import here). Once imported, go to "Company Setup" and click on "Go Live Now". This will publish all draft transactions and investors will receive a sign up link and have access to Capdesk:


Investors invitation to Capdesk

You can edit the email invitation that investors will receive by going to "Email Templates" in the side bar -> "Edit" shareholder invitation.


Are my investors invited?

Go to you "Cap Table" tab -> Shareholders who have signed up to Capdesk will show a green tick for being "on Capdesk".