Access Settings for Investors

An overview for administrators of the different access settings for investors.

You can now control what company data you wish to share with your investors based on the following settings:

• Restricted
• Basic
• Advanced
• Full
• Personalised access

Restricted

This option will allow stakeholders to view the following:

• Their own personal holdings
• Their own votes and fully diluted %
• Company updates

Basic

This option will allow the stakeholders to view everything under the Restricted option, plus:

• Custom and historical valuations (you can find out more about this here)
• Cap table by share class and stakeholder category

Advanced

This option will allow the stakeholders to view everything under the Basic option, plus:

• Funding rounds
• Cap table votes % 
• Cap table by stakeholder & pool overview

Full

This option will allow the stakeholders to view everything under the Advanced option, plus:

• Cap table including grantholder details and fully diluted %
• Scenario modelling & capitalization exports ( Capitalization table, Round Modelling and Exit Modelling reports)

Personalised access

Editing personalised access settings

1. Navigate to Stakeholder management  > Stakeholders.

2. Click the Actions Button on the right-hand side of the stakeholder > Edit stakeholder's access.

3. Choose from one of the predetermined access settings - Save. 

Reviewing personalised access settings

1. Navigate to Company stakeholders > Stakeholders.

2. Tick the Only personalised access box to view a list with all stakeholders with personalised access.