Investor portal
Give your investors a window, not a wall.
Stop being your investors’ help desk. Give them a live window into their stake — and win back your inbox.
Your position in Acme Robotics
Updated automatically · read-only
Shares held
2,000,000
Ownership
20.0%
Invested
$2.0M
Latest 409A
$1.85
Shared documents
The payoff
Illustrative figures shown to demonstrate the product.
See it in action
Investor-friendly by default
Magic link access for investors — no logins, no passwords. Just a clear view of what they own.
Access your portfolio
No password needed. We’ll email a secure link to sign in.
✓ Link sent — check your inbox
The quarterly email scramble vs Capfold
The old way
- “Can you send the latest cap table?” again
- Another login and password to manage
- Docs buried in email threads
With Capfold
- Investors check their own position any time
- Secure magic-link access — nothing to remember
- Agreements and statements in one shared place
“Our investors stopped emailing for updates the week we turned this on. They just check the portal now.”
The problem
Investors shouldn't have to email you for an update
In practice
Keeping your cap table investors in the loop
Send each investor a magic link once. They check their stake and documents whenever they like — and your inbox stops filling with update requests.
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