Importing stakeholder emails

Emails are what let you invite holders to the stakeholder portal, send notices, and route documents for signature. If you imported your cap table and every stakeholder came in blank, this is the tool that fixes it — without editing them one at a time.

When to use it

Reach for it after an import that arrived without contacts. Pulley’s cap-table workbook contains no email column whatsoever, so every Pulley import lands this way. Carta’s does carry emails, but only if you included the “Shareholder Information” contacts file at upload time. It also works any time you simply have a better contact list than what’s on file.

Open it from Cap Table → Update → Edit / remove stakeholder, where there’s a link to Import contact info from a spreadsheet. You need Editor access — the same bar as editing one stakeholder by hand.

What file to upload

Any .xlsx or .csv with a name column and an email column. Tenacap finds the header row itself, so report exports that begin with a title block work as-is — you don’t need to delete anything first. Specifically:

• From Pulley: the Stakeholder Information Report (Reports → Stakeholder Information → export). Its columns are Name, External ID, Email, Type, Relationship, Address, and more; only the name and email are read.
• From Carta: the Shareholder Information export.
• Your own spreadsheet: two columns headed something like Name and Email is enough.

Reviewing the matches

Nothing is saved when you upload. Tenacap matches each row in your file against a stakeholder by name and shows you what it found, grouped by how much attention it needs:

• Matched — an exact name, a name that differs only in punctuation or casing (Wealthing Investments XX, LLC vs Wealthing Investments XX LLC), or a close match it’s confident about. These are pre-selected.
• Needs review — plausible but not certain. Kim and Marc Lajoie and Kim Lajoie are similar names but usually different holders, so nothing is applied until you choose. Every row here starts on Skip.
• No match — nobody on your cap table resembles that row. Common when the contact list includes people who don’t hold securities.

Every row has a dropdown listing the best suggestions first (with a confidence percentage), then every stakeholder in the company, plus Skip this row. You can override any match, including ones that were pre-selected.

Shared and existing addresses

Two situations are flagged rather than blocked, because both are sometimes correct:

• shared — the same address would end up on more than one stakeholder. Normal for a family trust, a fund that holds through several entities, or a couple who invested twice. Worth a glance to confirm it’s intentional.
• replaces — that stakeholder already has a different email. These are never pre-selected; you have to pick them deliberately, so an address someone entered by hand can’t be quietly overwritten.

Rows where the address already matches are marked already set and simply skipped — which is what makes re-running the same file after a correction safe.

Applying the changes

The button tells you exactly how many stakeholders will change. Each update is recorded in the change log as a stakeholder update, so the whole import is reviewable afterward. Then head to the stakeholder portal to start inviting holders.