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How to share equity positions
Updated over 10 months ago

You can share equity positions with the owners of the position via the share button shown below.

Once a position has been shared, the user will receive an email notifying them that a new equity position has been shared with them. They will be able to view the position via the My Equity tab once they have created an account and logged in.

The user will only be able to view the equity position that has been shared with them. They will not be able to view the entire cap table.​


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1. Click on the equity position ID

Click on the equity position ID

2. Click on the share icon

Click on the share icon

3. Enter the users email address

Enter the users email address
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