To view a stakeholders’ details, go to the Cap Table tab (under Ownership) -> Find the stakeholder (use the search bar) -> Click on the stakeholders’ name.
You will see a side bar on the right with the stakeholders’ details including:
Basic Information: Stakeholder category, Name and Email
Profile: the current settings for the stakeholder.
Address: the address of the stakeholder
Portfolio: any other companies the stakeholder has invested in
Notes and Comments: any additional notes and comments included
To modify a stakeholders’ details, go to the Cap Table tab (under Ownership) -> Find the stakeholder (use the search bar) -> action button (far right with the 3 dots) -> Modify Stakeholder.
You can edit their personal details, add any additional details/notes/ comments and upload documents if the stakeholder has not signed up to Capdesk.
If the stakeholder has signed up to Capdesk (green tick), their information will be locked to them (see below) and only they can update their information. You will need to contact the stakeholder to make any changes, though you can still upload documents and add notes and comments to the stakeholder.
Whether you have gone live or not, it does not affect this protocol.