How to Invite a Shareholder

Adding shareholders to your cap table in Findex is straightforward. You can invite them by email, assign their share count, and categorize them by type -- all in a few steps. Once invited, shareholders can access the IR Portal and view the information you have made visible to them.

Last updated About 1 month ago

How to Invite a Shareholder

  1. Navigate to the Investor Relations Portal from the sidebar.

  2. Open the Cap Table section.

  3. Click the Invite Shareholder button.

  4. Enter the shareholder's email address. This is the email they will use to access the IR Portal.

  5. Enter the number of shares this shareholder holds.

  6. Select the shareholder type from the dropdown:

    • Founder -- for company founders and co-founders.

    • Retail -- for individual investors.

    • Institutional -- for funds, organizations, or corporate entities.

  7. Click Send Invite to confirm.

The shareholder will receive an email invitation with instructions on how to access the IR Portal and view their ownership position.

[Image: The Invite Shareholder form showing email, share count, and type fields]

Screenshot note: Show the invite modal or form with all fields visible -- email input, share count input, and shareholder type dropdown.

What Happens After the Invite?

  • The shareholder appears in your cap table immediately with the share count and type you assigned.

  • Ownership percentages across the entire cap table recalculate automatically to reflect the new total.

  • The invited shareholder receives an email and can log in to view their position once they accept the invitation.

  • What they can see depends on your Shareholder Permissions settings. See How to Limit or Hide IR Information for Shareholders for details.

Tips

  • Double-check the email address before sending -- the invite goes directly to that address and the shareholder will use it to log in.

  • If a shareholder does not receive the invite email, ask them to check their spam or junk folder.

  • You can always edit the shareholder's details later if you need to adjust their share count or type. See How to Edit a Shareholder.

  • Invite shareholders in bulk by repeating the process for each person. Keep your cap table complete so ownership percentages stay accurate.

Need Help?

If you run into any issues sending invites or have questions about shareholder setup, reach out to us at team@findex.se -- we are here to help.