How to view and modify stakeholders' details

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

 

View Stakeholder Details

 

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.

 

Modify Stakeholder Tab

 

You can edit their personal details, add any additional details/notes/ comments and upload documents if the stakeholder has not signed up to Capdesk.