1. Go to 'Stakeholders' in the main menu.

  2. In the stakeholder list select the shareholders and/or optionholders you would like to invite to the platform by ticking the box next to their name.

  3. 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 in their 'Investor Portfolio' on Cake as well as any documents and announcements you have shared with them. They will not have the same view as you, or see the holdings of other investors. 

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