Stakeholder portal
The stakeholder portal gives each founder, employee, and investor a private, read-only view of their own equity — their shares, vesting, option grants, and SAFEs — without ever exposing the rest of your cap table.
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.
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.
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.