Share cap table with stakeholders

Set up cap table sharing with stakeholders


Relevant reading

  • 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.

How

Go to Company Settings > General > Under Equity management settings > Anonymized stakeholders, add stakeholders.

Other implications

Anonymized stakeholders will appear as "anonymous stakeholder #1" to everyone with a "full cap table" view as well as collaborators with "View" access.