Stakeholder Relations
External stakeholders, entity discovery, cross-org access, and positions.
Finpy supports cross-organization stakeholder relationships. An LP in Organization A can see their position on a fund's cap table in Organization B — without needing access to the full fund dashboard. This is powered by entity discovery and stakeholder linking.
Enable Discovery
Fund admin marks their entity as discoverable in the entity settings. This makes it visible in Discover Entities.
Search & Find
The external stakeholder goes to Discover Entities and searches by entity name.
Request Access
The stakeholder sends a claim request to the entity owner.
Admin Approves
The entity admin reviews the request and approves or rejects the connection.
Access Granted
Once approved, the stakeholder can see their positions, commitments received, and distributions from the Stakeholder Relations section.
Positions
View your positions across all entities where you're a stakeholder. See units, ownership percentage, and investment amount.
Commitments Received
View commitment invitations sent to you by fund managers. Accept, commit capital, or pass.
Distributions
View distributions you've received from entities where you hold positions.
Cross-Org Access
Access cap table data from entities in other organizations without needing full organization membership.
Each stakeholder has a Source Entity that points to the investing entity. When an external organization claims a stakeholder position, their entity is linked as the source. This allows the system to show positions across organizations.