Method 1 - via settings:
To invite a Stakeholder to the platform, click on 'Company' from the main menu and then select 'Stakeholders'.
Navigate to the 'Contacts' tab and locate the Stakeholder you wish to invite by searching for their name.
Once you have found their name, click on the three dots to the right of it and select 'Invite'.
Method 2 - via cap table:
Navigate to Overview -> Stakeholders/Shareholders
Select the Stakeholder you wish to invite by searching for their name or selecting the box on the left hand side of their name.
Once you have selected all names you wish to invite, click on the Invite to private portal box
Method 3 - via option pool:
Navigate to Equity Plans -> Stock Options
Click View Pool, and select the option holder(s) you wish to invite by searching for their name or selecting the box on the left hand side of their name.
Once you have selected all names you wish to invite, click on Bulk Actions and then Invite to private portal.
All three methods of inviting will prompt the platform to send an email invitation to the selected Shareholders and/or Optionholders. After the Stakeholder has signed up, they will be able to view their holding in your company in their 'Portfolio' on Cake, as well as any documents or announcements you have shared with them.