What to review before going live with your Capdesk account

Check the validity of your data and configure relevant settings prior to inviting your stakeholders to the platform

Everything on Capdesk will remain in 'draft' status until you choose to go live and publish the data. Going live will notify all stakeholders that you are using Capdesk (you can edit the email notification to stakeholders within the 'Email Templates' area) and they can sign up to view their equity.

You can go live by navigating to the 'Company Setup' page and selecting the 'Go Live Now' option to publish the data and invite your stakeholders.

Screenshot 2021-03-23 at 16.31.29Before going live, you should ensure that you have the correct data on Capdesk and that you are happy with your configured settings. We recommend double checking the below key areas of the platform:

  • Share Classes: verify that you have the correct nominal value and votes per share for the share classes. We also recommend checking the total number of shares and share capital. You can view this data by navigating to the 'Shares' area and selecting the 'Classes' tab.
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  • Valuations: if you have any previous valuations (e.g. AMV and UMV from HMRC), it is important to input them on Capdesk. You can action this within the 'Shares' sector through the 'Valuations' tab. 
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  • Company Profile: the information within the 'Company Profile' tab will be visible to stakeholders within the 'Company Dashboard' area. Personalising these sections enhances their visual experience.
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  • Settings: we recommend evaluating all settings prior to going live but in particular ones that are located within 'Public Portfolio Settings', 'Privacy' and 'Access'.

Screenshot 2021-03-23 at 17.02.08-1Choose 'Make cap table visible to shareholders' and shareholders will be able to see the full cap table (including all shareholders details). They can also view the Funding Rounds, Share Classes, News and Documents areas. Switching this setting off will still allow your shareholders to access the company dashboard page but it will not show the cap table.

If you want to increase the privacy of the cap table you can choose to 'Hide stakeholder emails' or go one step further and 'Make all stakeholders anonymous'.

Hiding emails will mean that shareholders can see the cap table with details of shareholders shares but their email addresses are hidden. 

Making stakeholders anonymous will mean that shareholders can view the cap table but only see the full details of their own shares. All other shareholders are made anonymous.

Select 'Show percentages in investor portfolio' to show the fully diluted percentage of shares the investor has. If you opt to hide this then the 'Shares %' column will be left blank.

Select the 'Investor Relations' drop down within 'Settings and Add-ons' to amend the 'Disable comments' option. If you post any news updates, activating this setting will prevent shareholders from commenting on the post.Screenshot 2021-03-23 at 17.44.50

Please note that the above settings will also apply to option holders who have exercised their grants.

To check how these settings impact what your shareholders and option holders are able to view on logging in, take a look at this knowledge base article.

 

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