Investor portal
The Investor portal facilitates users, assigned the Investor role, view only access to a cap table. They cannot edit the cap table or any related data and do not have access to Options plans or the Documents tab.
Investor role overview
The Investor role in Diligent Equity is a way for companies to grant limited access to their cap table.
The Investor has access to the following views and functionality:
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Dashboard View the basic charts on the Dashboard and any recent changes to the cap table.
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Captable Switch between a Table or Charts view and Calculation Type can be Fully Diluted, Outstanding, or Outstanding as Converted.
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Reports Download specific reports including the cap table overview, the full cap table, and the capitalization history report.
Reports can be generated as of any date that the Investor chooses by changing the As At Date found in the top right corner of the screen.
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Waterfall Plan acquisition or IPO events based on the exiting cap table data. The Waterfall is exportable to Excel and can be viewed in many different formats such as a table, charts, or a cap table. For more information, see Waterfalls.
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Securities Navigate through the Security section and the various issuances. The Investor cannot see the Option plan details or individual grants. They can select the Round Settings and the Individual Allocations but cannot change the data.
