Stakeholders can be added to pre-defined or custom groups.
Stakeholders usually belong to certain groups, e.g. Advisors, Investors, Employees, Founders, etc.
Add stakeholders to groups
- One by one
- Go to the Stakeholders page
- Edit the Stakeholder
- Under the field "Group" select an existing group or add a new one
- Bulk
- On the Stakeholders page, in the top right corner click "Bulk"
- A list of all stakeholders appears
- Under the column "Group" type the name of the group you'd like the stakeholder to belong
Where are the groups used?
- Cap table page
One of the views of the cap table is by group, meaning the distribution of the holdings is displayed in the "total sum per group" - Sharing
You can share information with the whole group.
How to share information with a group of stakeholders