Set up cap table sharing with stakeholders
- In order for stakeholders to see the cap table, you first have to set their access level to "Full cap table". Refer to this article.
What do stakeholders see
Once you change the access level of the stakeholder, they will see the Cap table as you see it under Ownership > Cap table on the collaborator side.
For privacy reasons, some stakeholder and company details are hidden:
- Stakeholder addresses
- Share class liquidation preference
Anonymizing the data
If you wish to share the cap table, but hide the names of other stakeholders on the cap table, you can anonymize the stakeholders.
Go to Company Settings > General > Under Equity management settings > Anonymized stakeholders, add stakeholders.
Anonymized stakeholders will appear as "anonymous stakeholder #1" to everyone with a "full cap table" view as well as collaborators with "View" access.