Covering the core features that support accurate, transparent, and scalable cap table management, including navigating the dashboard, managing stakeholders and securities, and utilizing exports and reporting functionality

Creating and sending offer letters with customizable compensation packages, issuing equity grants with streamlined board approval, managing employee exercise requests, and setting up the employee portal for equity visibility and scenario modeling.

Essential steps to set up and launch your Stakeholder Portal, focusing on features that enhance stakeholder management. We discussed the importance of maintaining an accurate cap table, customizing company settings, and ensuring stakeholder information is correct before sending out invitations.