What to Check Before Going Live

Everything on Capdesk will be in “drafts” before you go live. Going live will notify all stakeholders that you are using Capdesk (you can edit the email notification to shareholders in the “Email Templates” tab) and they can sign up and log in to see their equity.

Before going live, you should ensure that you have the correct data on Capdesk. Things to double check:

  • Share Classes: check that you have the correct nominal value and votes per share for the share classes. (You can check this by going to the “Share Classes” tab)

It is also worth checking the total number of shares and the share capital:

  • Valuations: if you have any previous valuations i.e. AMV and UMV from HMRC, it is important to input them on Capdesk. You can do this by going to the “Valuations” tab -> Add Valuation.

  • Company Profile: the information on the “Company Profile” tab will be shown to shareholders so it’ll be useful to have this information completed.

  • Settings:

It is important to evaluate the settings highlighted above.

  • Choosing "Make all stakeholders anonymous":

Under this setting, this is what shareholders will see:

Shareholders can only see their shares in the portfolio and they’re able to access the company page but it will not show the cap table. They can view the Funding Rounds, Share Classes, News and Documents tab.

  • Choosing "Make cap table visible to stakeholders":

Under this setting, this is what shareholders will see:

Shareholders can see the full cap table (all shareholders details). They can also view the Funding Rounds, Share Classes, News and Documents tab.

  • Choosing "Make cap table visible to stakeholders + hide stakeholder emails":

Under this setting, this is what shareholders will see:

Shareholders can see the cap table with details of shareholders shares but their email addresses are hidden.

They can also view the Funding Rounds, Share Classes, News and Documents tab.

  • Choosing "Make cap table visible to stakeholders + make all stakeholders anonymous":

Under this setting, this is what shareholders will see:

Shareholders can view the cap table but only details of their shares. All other shareholders are made anonymous and can only see the amount of shares they hold.

They can also view the Funding Rounds, Share Classes News and Documents tab.

Disable comments setting relates to the News tab under Investor Relations. If you post any news / updates, activating this setting will not allow shareholders to comment on the post.

Show percentages in investor portfolio setting:

You can choose whether you want stakeholders to see the share percentage as highlighted above. If you opt to hide this then the "SHARES %" column will be left blank.

(To see what it looks like for an option holder click here.)