Signing up as a company investor

Capdesk is one of the only equity management platforms that supports company investors. Here is how to signup as a company investor.

In the below case Passionfruit Capital from the Bahamas and registration number 123 has been invited as shareholder in Treehugger Inc

1. Create a Company

Once creating the Capdesk account, the company administrator will need to create a new company. In order to do this you will need to navigate to the Administrated Companies link on the left menu. You will now need to click on the green button on the new page called Create Company. 

2. Creating the Company

Please fill out the details in the form. To be connected to your investment, you will need to insert the right Country (the Bahamas) and Reg Number (123). The platform will then automatically link the company to any investments on Capdesk.

 

3. Navigating to company investments

Once you have created your new company, you can see the company portfolio page on the left-hand menu called Portfolio. On the company page, you can also add your own administrators, shareholders, documents and settings.

4. Viewing total portfolio

Navigate back to the home screen by clicking on the little man icon in the top right corner.

On the home screen. Click on the portfolio page Here you will notice a drop-down.

This drop-down allows you to view your personal as well as company investments. To view your company investments change the portfolio view by clicking on the drop-down.

You can also view your portfolio by clicking on the Capdesk logo in the top left corner      

Final Note

We are working on making this flow much more intuitive thanks for using Capdesk.