Stakeholder details at a glance

Update by
Aaron Blakemore
Senior Product Manager

Every stakeholder page gets a fresh new look, with their top level holdings, certificates, grants and transactions all in one place.

Open any stakeholder and you'll find four tabs. What's there:

  • Holdings, with top level numbers on what they own and their ownership on both an undiluted and a diluted basis
  • An equity breakdown by type, then a table for each instrument they hold
  • Contact details, including role, employee ID and the Lists they belong to
  • Documents shared with them, plus grants, certificates and the full transaction history

Edit details or share more documents straight from the page.

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