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.

 

 

 

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.