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.













