Knowledge Base: Change / update details; Account, People, Cap table, Company

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.

• Company details must match your official Companies House records.

• 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

• Fix shareholder details or remove a shareholder → Cap Table

• Check whether someone has accepted their invite → People Section

• Edit funding round or investor details → Funding Round

Walkthrough of updating details

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:

• Adding Share Classes Guide

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