What is a stakeholder?
In Centi, a stakeholder is any party that holds, or has held, securities issued by a company in your organisation. Stakeholders fall into two categories:Navigating to Stakeholders
Select your organisation from the sidebar, then click Stakeholders in the left navigation.The Individual Stakeholders list
The individual stakeholders list shows every manager associated with your organisation. Each row displays:- Name — the manager’s full name, linking to their individual detail page.
- Investment vehicle — any holding companies linked to this manager, each linking to the vehicle’s detail page.
- Email — the manager’s email address with a one-click copy button.
- Ownership status — whether the manager currently holds securities (
Active) or currently does not hold any (Inactive). - Programs — the equity programs this individual participates in.
- Country of residence — the individual’s registered country.
- Last login — the manager’s most recent Investor Portal sign-in since they joined your organisation. Sign-ins from before the manager was linked to your organisation are not shown. The column is empty if the manager hasn’t signed in since joining.
Filtering by ownership status
Use the Active / Inactive / All dropdown at the top-left of the list to narrow the view:- Active (default) — shows stakeholders with at least one active security block.
- Inactive — shows stakeholders whose holdings have all been transferred or cancelled.
- All — shows every stakeholder regardless of status.