This guide shows where to update information on the FounderCatalyst platform and highlights any key restrictions.
For detailed walkthroughs, use the linked guides in each section.
Important before you start
-
Some details cannot be edited after an invite has been sent. Once a shareholder or investor completes onboarding, they can update their own profile.
-
After a funding round is completed, your cap table becomes locked to protect record integrity.
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Company details must match your official Companies House records.
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If documents are already in signing, you will need to cancel signing before updating certain information (e.g. bank details or investment details).
Quick links by task
Most common updates
-
Change my name, address, email, signature or password → Your Account Settings
-
Update company name, address or bank details → Company Section
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Fix shareholder details or remove a shareholder → Cap Table
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Check whether someone has accepted their invite → People Section
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Edit funding round or investor details → Funding Round
Your account settings
Go to: My Account Settings
You can update:
- Name
- Address
- Email address
- National Insurance number
- Signature (drawn or generated)
- Password
How to update
Navigate to the relevant tab within My Account Settings:
- Address → update personal details
- Signature → draw or have the system generate a digital one
- Security → update password
Click Save after making changes.
If you receive a password error, your current password may be incorrect - use the Forgot Password link to reset it.
Cap table
Navigate to: Company Dashboard → Cap Table
Used to manage:
- Shareholders
- Share allocations
- Share splits
Important:
- Before an invite is sent, shareholder details can be changed.
- After acceptance, shareholders can update their own profiles.
- After a funding round is completed, the cap table is locked.
For full instructions, see:
- Cap Table Guide (Full Walkthrough + Video)
- Share Split Guide
Company Section
Navigate to: Company Dashboard → Company
Used to update:
- Company name
- Registered address
- Logo
- UTR number
- Bank details
- Nominal value
- Share classes
Important:
- Details must match Companies House records.
- If documents are in signing, cancel signing before you can update any details.
For detailed guidance:
People
Navigate to: Company Dashboard → People
Used to:
- Check invite status
- Edit founder contract details (where applicable)
- Revoke access
Invite status indicators:
- Orange envelope = invite sent, not accepted
- Green checkmark = onboarding complete
Funding round
Used to manage:
- Round setup (valuation, dates, paperwork balance)
- Investor details
Important:
- Investor personal details cannot be changed after an invite is sent.
- Investment details can be edited until the round is locked.
See: Funding Round Guide
