What will shareholders see when they access their securities?

When you issue and share securities with shareholders using the Ownership access level, they receive an invitation email to access and accept their securities on Captable.io.

Shareholders will see the My Holdings dashboard with all their securities. They can also view their information, such as their physical address, entered by the cap table admin.

Shareholders can access the security details, accept securities, and download paperwork uploaded by the cap table admins.

Shareholders can also reach out to the issuing company and the Captable.io team for support.

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