# Centi

> Private equity platform for fund managers and investors.

## Docs

- [Cap Tables: View Ownership and Export Share Registers](https://docs.gocenti.com/fund-portal/cap-table.md): The Centi cap table shows every shareholder, their holdings, and ownership percentages. Download the share register or export to Excel on any company page.
- [Portfolio Companies: View and Manage Your Holdings](https://docs.gocenti.com/fund-portal/companies.md): Browse and manage your portfolio companies in Centi. Each company page gives you the cap table, transactions, securities, valuations, and document access.
- [Your Centi Dashboard: Insights and Ongoing Actions](https://docs.gocenti.com/fund-portal/dashboard.md): The Centi Fund Portal dashboard gives you a real-time overview of your organisation, active offers, and tasks that need your attention.
- [Documents and Files: Organise Your Organisation's Files](https://docs.gocenti.com/fund-portal/documents.md): Access any documents in Centi and upload organisation files you want stored on Centi.
- [Centi Fund Portal: Introduction](https://docs.gocenti.com/fund-portal/introduction.md): The Centi Fund Portal lets fund managers manage equity programs, cap tables, transactions, valuations, and compliance for every portfolio company.
- [KYC and Power of Attorney Compliance in Centi](https://docs.gocenti.com/fund-portal/kyc-compliance.md): Manage KYC verification and Power of Attorney documents for all stakeholders from the Centi compliance dashboard. Track status and request verification.
- [Loans: Register and Manage Shareholder Loan Facilities](https://docs.gocenti.com/fund-portal/loans.md): Track shareholder loans in Centi. Register past loans, link them to equity programs, view repayment status, and settle or convert loans to securities.
- [Subscription Offers: Invite Investors to Participate](https://docs.gocenti.com/fund-portal/offers.md): Create, activate, and track subscription offers in Centi. Send individual or bulk offers to investors and manage the full signing and settlement lifecycle.
- [Explore Your Organisation's Ownership Structure Chart](https://docs.gocenti.com/fund-portal/organisation-structure.md): The Centi structure chart renders your organisation's holding hierarchy as an interactive graph showing companies, stakeholders, and ownership percentages.
- [Equity Programs: Create and Manage Incentive Plans](https://docs.gocenti.com/fund-portal/programs.md): Centi programs group securities into equity plans like MIPs. Manage participants, offers, transactions, and document uploads from a single program view.
- [Repurchases](https://docs.gocenti.com/fund-portal/repurchases.md): Create and manage repurchase offers in Centi to buy back securities from stakeholders, with flexible pricing using market valuation or cost basis.
- [User Roles and Access](https://docs.gocenti.com/fund-portal/roles-and-access.md): Understand the five Fund Portal user roles and what each one can see and do across programs, companies, compliance, and user management.
- [Securities: Shares, Options, and Convertibles in Centi](https://docs.gocenti.com/fund-portal/securities.md): Create and manage security types in Centi. Supports ordinary shares, preference shares, warrants, and convertibles linked to your portfolio companies.
- [Stakeholders: View Individuals and Investment Vehicles](https://docs.gocenti.com/fund-portal/stakeholders.md): The Centi stakeholders view lists all individual shareholders and investment vehicles in your organisation, with ownership details and contact information.
- [Document Templates and Custom Parties in Centi](https://docs.gocenti.com/fund-portal/templates.md): Manage document templates to be used in offers.
- [Register and Track Equity Transactions in Centi](https://docs.gocenti.com/fund-portal/transactions.md): Register new share issues, secondary transfers, and historical transactions in Centi. Transactions update the share register and cap table automatically.
- [Manage Fund Portal Users and Invitations](https://docs.gocenti.com/fund-portal/users.md): View all Fund Portal users in your organisation and invite new team members with the appropriate role from the Users section.
- [Company Valuations: Create, Edit, and Publish in Centi](https://docs.gocenti.com/fund-portal/valuations.md): Create draft valuations in Centi, set enterprise value and per-security pricing, then publish to make the current valuation and optionally display it in the Investor Portal.
- [Centi Investor Portal: Manage Your Equity Stake](https://docs.gocenti.com/investor-portal/introduction.md): The Centi Investor Portal lets company employees view investments, review and subscribe to equity offers, and track their transaction history.
- [Your Investment Summary and Portfolio Overview](https://docs.gocenti.com/investor-portal/investment-summary.md): The Centi Investor Portal home page shows a summary of your equity investments including current holdings, valuations, and ownership percentages.
- [Complete KYB Business Verification for Investment Vehicles](https://docs.gocenti.com/investor-portal/kyb-verification.md): If you invest through a company or holding vehicle, Centi requires KYB verification. Submit your business documents to satisfy AML requirements.
- [Complete KYC Identity Verification in Centi](https://docs.gocenti.com/investor-portal/kyc-verification.md): KYC verification in Centi confirms your identity before you can participate in equity offers. The process is powered by ComplyCube and takes a few minutes.
- [Sign In and Complete Verification on Centi](https://docs.gocenti.com/investor-portal/login-and-verification.md): Sign in to the Centi Investor Portal with your email, then, if required by your organisation, complete KYC identity verification before you can subscribe to subscribe to any offers.
- [Reviewing and Subscribing to Equity Offers](https://docs.gocenti.com/investor-portal/offers.md): When your fund manager creates an offer for you in Centi, you receive a notification and can review the terms and subscribe directly in the portal.
- [View Your Equity Transaction History in Centi](https://docs.gocenti.com/investor-portal/transaction-history.md): Your transaction history in the Centi Investor Portal shows every share issue and transfer that affects your equity stake, with dates and prices.