My Equity
Updated over a week ago

If an equity position has been shared with a user they will be able to see the position via the My Equity tab.

The user will only be able to see equity positions that has been shared with them, they cannot view the whole cap table. The user will also not be able to view the company profile unless the profile has also been shared with them.​


1. Click on My equity

Click on My equity

2. Review My Equity

The user will be able to view all equity positions that have been shared with them, categorised by equity type.

Review My Equity

3. Click on the equity ID for more detail

Click on equity ID for more detail

4. Review position details

This page shows general details, information about the vesting schedule (if any), associated documents, and any follow on transactions.

Review position details
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