Shareholder View
Give investors the view they want
Each shareholder gets a personalised view of their position — live valuation, ownership percentage, and documents — without access to other investors' data.
Every shareholder question about their stake routes through you manually.
Shareholders in the dark
Investors in your company have no view of their holding, their dilution, or their current value without asking.
Manual valuation requests
Every time a shareholder asks what their stake is worth, someone has to calculate and respond.
All questions route to you
Cap table questions, document requests, update history — all of it lands in your inbox.
Transparency
Investors who understand their position ask fewer questions
A live view of their stake, updated after each round, replaces a dozen emails and spreadsheet attachments per investor per year.
Personalisation
One product, one view per investor
Your cap table has ten shareholders with different shares, documents, and histories. Findex shows each one exactly their own slice.
Shareholder View
What you get
Each investor sees only their own stake, documents, and updates. No shared logins, no privacy concerns.
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Per-investor portal
Each investor sees only their own stake, documents, and updates. No shared logins, no privacy concerns.
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Live valuation
Show investors their current position value based on your latest company valuation — automatically updated after each round.
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Holdings history
Track how an investor's position has changed across rounds, option exercises, and secondary transactions.
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Document access
Each investor can access documents you've shared with them — term sheets, cap table extracts, and reports.
The result? One source of truth, fewer questions, a full audit trail.
Book a demoOne
Source of truth
Cap table, documents, and updates in a single place. No version conflicts, no reconciliation errors between legal, finance, and your investors.
100%
Of activity logged
Every document access, cap table change, and investor update captured in an immutable audit trail — ready for due diligence or compliance.
Fewer
Inbound questions
Investors with a live view of their stake and clear updates ask fewer one-off questions — freeing you to focus on building, not answering.
Explore IR Features
Everything you need to manage investor relations
Cap table, data room, investor updates, and a personalised portal for every shareholder.
Cap Table
MoreLive cap table synced from your share ledger, with full ownership history.
Data Room
MoreShare documents securely with investors and advisors during due diligence.
Investor Updates
MoreSend polished updates to your shareholders with open tracking and analytics.
Shareholder View
MoreEach investor sees their own position, valuation, and documents in a personalised portal.
Social Proof
Trusted by companies and partners
How companies and partners use Findex to manage shareholders and investor relations.
“Our partnership with Findex solves a real pain for our customers and their 200,000 shareholders.”
Integrations
Your invite turns into their full financial picture.
Invite your cap table once. Every shareholder gets a full portfolio tracking account — your holdings pre-loaded, their banks and brokers connected alongside.
Avanza 
Carnegie 
Carta 
Danske Bank 
Handelsbanken 
Lysa Avanza Carnegie Carta Danske Bank Handelsbanken Lysa Avanza Carnegie Carta Danske Bank Handelsbanken Lysa Avanza Carnegie Carta Danske Bank Handelsbanken Lysa Avanza Carnegie Carta Danske Bank Handelsbanken Lysa Avanza Carnegie Carta Danske Bank Handelsbanken Lysa 
NVR (Nordiska Värdepappersregistret) 
Nordea 
Nordnet 
SEB 
Swedbank 
Söderberg & Partners NVR (Nordiska Värdepappersregistret) Nordea Nordnet SEB Swedbank Söderberg & Partners NVR (Nordiska Värdepappersregistret) Nordea Nordnet SEB Swedbank Söderberg & Partners NVR (Nordiska Värdepappersregistret) Nordea Nordnet SEB Swedbank Söderberg & Partners NVR (Nordiska Värdepappersregistret) Nordea Nordnet SEB Swedbank Söderberg & Partners NVR (Nordiska Värdepappersregistret) Nordea Nordnet SEB Swedbank Söderberg & Partners Get started
From spreadsheets to a live investor portal in one afternoon
Set up your company, import your cap table, and give every shareholder a real-time view.
Book a demoAcme Ventures AB
Org.nr 559123-4567
Cap Table Summary
FAQ
Got questions about Findex?
Can't find what you're looking for? Visit our full FAQ page for more in-depth answers.
Full FAQGive your investors a better experience
Book a demo and we'll show you how Findex can save you time and elevate your shareholder experience.
- White-glove onboarding for your team
- Branded investor portal in under 48 hours
- No setup fees — pay only when you scale