As an investor, you will get invited to companies you have invested in by the owner(s) of the company’s Ledgy account. You will then be able to access the investor features available on Ledgy.
I have been invited as a stakeholder. What should I do now?
You've been invited as a stakeholder to one or more companies. Once you've accepted the invitation, you will see these companies under the "Performance" tab. If you are unsure how to accept invitations, you can find out how in this support article.
However, you are an important stakeholder for one or more of those companies, and you've received access, not just to your stake but, to their full cap table. How can you access that? Very simple:
Hover over the name of the relevant company on the table in the "Performance" tab
Click on the pie chart symbol as seen in the following screenshot:
Voilà! You'll now be able to see their cap table.
As a bonus, all tables in Ledgy are customizable so you'll be able to customize the cap table view to your needs. You can find more on how to do this in this support article.
FAQ
I can't click on the icon, what can I do?
If you can't click on the icon, it means that the relevant company didn't give you permission to view their cap table. If you think this is a mistake, please, get in touch with the relevant contact person and ask them to change your viewing permissions.
You can send them this article with instructions on how to change your stakeholder permissions.
I can see the cap table, but I don't recognize the numbers. I think something is wrong.
As mentioned before, Ledgy's tables are customizable, including filters and different groupings. Make sure you have no filters and you've reset the view to its original state.
The numbers depend on the information uploaded to Ledgy by the relevant company. If you think the information is incorrect, please, get in touch with the relevant contact person and ask them to change the relevant transactions. If they are unsure how to do this ask them to get in touch with our Support and Product Specialist Team, we'll be more than happy to help!
I'm in the cap table but it's empty. What can I do?
If you see something like the screenshot below, it means the company hasn't published any transactions yet.
Ask the relevant contact person to add and publish the company history. If they are unsure how to do this, you can send them this article or ask them to get in touch with our Support and Product Specialist Team, we'll be more than happy to help!
