Stakeholder Management
- Access Settings for Investors
- Integrating Your HR System
- Viewing and Modifying Stakeholders' Details
- Merging Stakeholders
- Offboarding Employees
- Stakeholder Settings Overview
- Exporting Shareholders' Email Addresses
- Stakeholder Categories
- Inviting Stakeholders To Capdesk
- Nudging Grantholders to Sign a Grant
- Company Updates Overview
- Showing the Value of Your Stakeholders Investments (Custom Valuation)
- Emailing All Stakeholders
- Uploading Documents for Stakeholders
- Updating Grantholder Details
- Previewing Stakeholders' Dashboards
- Employee Equity Emails