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Communicating with Shareholders
Communicating with Shareholders

Here's how to send out quick updates to your shareholders and employees

Shannon Griffin avatar
Written by Shannon Griffin
Updated over a week ago

You can quickly send out company updates to your shareholders and employees using the Communication tool ๐Ÿ’ฌ

A lot of our customers find this an awesome tool for sending out regular shareholder updates. Particularly companies that have gone through a CSF campaign, this is the tool for you!

But first, some key features of this tool -

  • This feature facilitates one-way communication only

  • Announcements will be displayed to investors and employees through their Cake investor portfolio but will also be sent to them as an email to notify them that they have received a new message through the platform

  • The email will be sent to everyone, regardless of if they have signed up to Cake

  • The email will be sent from a 'no-reply' Cake email so we recommend adding a reply email address at the bottom of your announcement

  • See here on how to include attachments ๐Ÿ‘ˆ

To send a message to your stakeholders,

  1. Go to Communication

  2. Click Messages from the dropdown menu

  3. Click + New Message in the top right corner

  4. Choose from one of our 'investor update' templates, or start with a blank canvas to add in your own

  5. In the 'Send to' field, select individual contacts you would like to send the message to, or alternatively, choose a Group of stakeholders to send it to.

  6. Update the template with your company updates, or type your message in the relevant field

  7. Save your draft to come back to later, or click Send!

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