- Click 'Communicate' in the top menu.
- Click 'Contacts' in the menu on the left.
- In the contacts list select the shareholders and/or optionholders you would like to invite to the platform by clicking the tick box next to their name.
- Click the 'Invite to Cake' button in the top right hand corner.
This will send an invite via email to your selected shareholders and/or optionholders. Once the person has signed up they will be able to see their holding in your company on Cake as well as any documents and announcements you have shared with them. They will not see the holdings of other investors.