How to view and modify stakeholders' details

To be able to edit personal information across your stakeholders on Capdesk.

1) Find Stakeholder Details

2) Modify Stakeholder Details

1) Stakeholder 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

 

Screenshot 2021-03-22 at 15.50.20

 

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.

 

2) Modify Stakeholder Details

 

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

 

Screenshot 2021-03-22 at 15.53.50

 

If you need further assistance, you can reach out to us by submitting a support ticket.