How to preview your stakeholder's investments

You can preview what your investors will see on their accounts as if all transactions are published, accepted and signed.

Please note, this is not necessarily the view your stakeholder is able to see at the moment you are previewing it. If they have pending tasks such as accepting their shares or signing agreements, they will first need to complete these in order to see their complete portfolio.

To preview your stakeholder's dashboard, head to your Cap Table - click on the three dotted '...' action button relevant to the stakeholder you wish to preview - and select Preview Dashboard.

There are two types of dashboards that your investors will see based on their holdings:

a) Your investor is a shareholder only - in which case you can find more information and details on their dashboard here.

b) Your investor is a both a shareholder and grantholder or grantholder only - in which case you can find more information and details on their dashboard here.