Overview

Getting started with an equity management platform is an exciting time for any company. We’ve put together a customizable email template that you can send to your stakeholders to help get them up and running.

<aside> ⚠️ Mantle does not currently send automated invitation emails to stakeholders when added to the platform (except for administrators).

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Instructions

1. Copy the template below and paste it into a new email message.
2. Customize the [placeholder text].
3. Add additional context to help your team understand how and why you’re adopting Mantle.
4. Remove any content that isn’t relevant to your team.
5. Send the email to your team.

✉️ Email template for stakeholders

| Hi [Company] team,

We’re excited to announce a transition to a new equity management platform, Mantle (withmantle.com), for managing and tracking your company ownership.

Mantle is a leading equity management platform trusted by companies to ensure accurate and secure ownership information. This transition marks a significant step towards providing a more user-friendly and efficient experience for all our employees, investors, and other stakeholders.

What to Expect: Beginning [Launch Date], you’ll be able to access your Mantle account at: https://equity.withmantle.com/login

Log in using [your personal email/the email in our HR system] to:

• View your grants, documentation, and vesting schedules
• Access real-time equity information whenever you need it

Once you log in, we recommend checking out Mantle’s Guide for Stakeholders to help you get started quickly.

Need help? We’re here to make this transition as smooth as possible. If you have any questions, reach out to [Mantle admin contact email] or contact Mantle Support directly at [email protected].

Thanks, [Company contact] | | --- |

Helpful resources

• Mantle login page | quick link
• Mantle for Stakeholders | video walkthrough
• Mantle Support | contact email