Stakeholder portal

Once your cap table is in Tenacap, the people on it usually want to check their own equity — and you’d rather not field one-off questions or hand around a spreadsheet. The stakeholder portal is the answer: an invite-only, read-only “My equity” dashboard where each person sees only their own holdings.

What the portal is

The portal is a self-serve view for your stakeholders. It is strictly read-only — nobody can edit shares, vesting, or any other record through it. Access is granted one stakeholder at a time by invitation; there is no public sign-up and no way to browse to someone else’s numbers. A stakeholder’s login is tied to the specific stakeholder record you invite, so the only rows they can ever load are their own.

Invite a stakeholder

Open your cap table and find the stakeholder access panel. Each stakeholder with an email on file can be invited to the portal. Tenacap sends them a tokenized invite link by email; the token is single-use and expires, so an old or forwarded link can’t be reused to claim access.

How they accept

The invitee clicks the link, which opens the acceptance page. They sign in — or create an account — using the same email address the invite was sent to. Matching the email is what links their login to their stakeholder record, so an unverified address can never be used to impersonate a shareholder. After they accept, they land on their dashboard — and your admins get an email letting them know the stakeholder has joined.

What each person sees

The “My equity” dashboard summarizes everything recorded for that one stakeholder:

• Share holdings — class, quantity, and a vesting bar showing vested versus unvested shares for any holding with a schedule.
• Option grants, in plain English — each grant shows type, quantity, strike, vesting progress, and expiration, plus the parts employees actually ask about: the cost to exercise the vested options (vested × strike), their value today if exercised (the pre-tax spread at the current 409A), the percent vested, and a short tax note explaining the ISO/NSO mechanism (AMT vs ordinary income). It’s framed to inform, not to advise.
• Convertibles — any SAFEs or notes they hold, with amount, valuation cap, and discount.
• Ownership percentage — shown only if you turn it on for the company; it is hidden by default, since it reveals the fully-diluted denominator.

They can also download a PDF ownership statement of their own holdings. Every figure mirrors your admin cap table — vesting in the portal is computed from the same schedules — so the two views never disagree.

If someone opens the portal before the cap table is built — the company exists, but nothing has been imported or entered yet — they see an honest “nothing here yet” message rather than a broken or empty page. Their equity appears automatically once it’s recorded; they never need a second invitation.

Estimated value

When a current 409A fair-market value exists for the company, the dashboard shows an estimated dollar value of the stakeholder’s holdings, calculated as that price per share times their shares. Without a 409A on file, no dollar value is shown — Tenacap will never fabricate a price. The figure is clearly labeled informational and is not tax, legal, or financial advice. To record a valuation so estimates can appear, see Compliance & tax.

Managing access

From the same access panel you can see who has been invited, who has accepted, and re-send an invite to anyone who hasn’t. You can also revoke a stakeholder’s access at any time, which immediately unlinks their login from the company. Invites, accepts, and revocations are recorded in the audit log, so there’s always a trail of who could see what and when.

If a stakeholder tells our support team directly that a portal invite never arrived or expired before they found it, a Tenacap operator can resend or revoke that pending invite on your behalf — the same resend/expire action described above, just triggered from our side rather than yours. This never grants an operator access to your cap table: they see only that an invite exists and its status, and the action is written to your company’s own audit log exactly as if you had done it yourself. See Trust & security for how operator access is scoped generally.