Knowledge Base: How to update details on the FounderCatalyst platform

This guide is organised by where you can make changes on the platform. In each area you’ll see what can be changed, how to do it, and any important notes.

Important:

• Some changes can only be made before a shareholder/investor accepts their invite. After acceptance, they must log in and update their own details.

• Company details on FounderCatalyst should match your Companies House records.

Jump to needed section:

• Your Account Settings (name, address, email, signature, password)

• Cap Table (Share split, changing shareholdings, adding/removing shareholders, post-funding round changes)

• Company Section (Share classes, name, address, bank details, nominal value, share class)

• People Section (founder details, invite status, access)

• Funding Round (Step 1 - round details, Step 2 - investor details)

Your Account Settings

What you can change here

• Your name

• Your address

• Your email address

• National Insurance Number

• Your signature (drawn or uploaded)

• Your password

How to make changes

Update Name, Address, Email, NI Number

• Navigate to My Account Settings → Address

• Update the relevant fields

• Save changes

Update Signature

• Navigate to My Account Settings → Signature

• Draw your signature or upload a PNG/JPEG image

• Save changes

Update Password

• Navigate to My Account Settings → Security

• Enter your new password

• Save changes

If you get an error, your current password is incorrect. Use the Forgot Password link to reset it.

Cap Table

What you can change here

Before invite accepted:

• Update a shareholder’s personal details (by removing and re‑adding them)

• Update shareholding details (by removing and re‑adding them)

After invite accepted:

• Shareholders/investors must update their own profile details

At any time:

• Remove a shareholder

• Check invite status (via People section — see below)

How to make changes

Check Invite Status

• Go to Company Dashboard → People

• Locate the person in the list

• Status icons:

  • Orange Envelope = invite sent but not yet accepted
  • Green Checkmark = onboarding complete

Update Personal Details (before invite accepted)

• Go to Company Dashboard → Cap Table

• Locate the shareholder

• Click More Options (three dots) → Delete Shareholder and confirm

• Use Add Shareholder (bottom of page) to re‑add with updated details

Update Shareholding Details

• Follow the same process: remove the shareholder → re‑add with correct details → Allocate Pending Shares if applicable

Remove a Shareholder

• Go to Cap Table

• Click More Options (three dots) → Delete Shareholder and confirm

Share Split

• Go to Company Dashboard → Cap Table

• Click Split Shares (top‑right)

• Enter the split ratio in the format 1 : X (e.g., 1 : 10,000)

• Confirm and review the updated cap table carefully

Related step (if required): Update the Nominal Value in Company → Edit General Company Details (see Company Section below).

Deep dive: Share Split guide

Post-funding round amendments

Once your funding round has been completed, your cap table becomes locked to prevent accidental changes. This ensures the integrity of shareholder records.

If you need to make an amendment at this stage:

1. Download your current cap table as a CSV file

2. Make the required changes directly in the CSV.

   • Clearly highlight or note the amended cells

3. Send the updated CSV to FounderCatalyst Support via a ticket.

Our team will then apply the approved changes for you.

Company Section

What you can change here

• Company name

• Registered address

• Bank account details (with signing restrictions)

• Nominal value of shares

• Share classes

Update Company Name

• Go to Company Dashboard → Company

• Click Edit next to your company name

• Enter the new name (must match Companies House)

• Click Save

Update Registered Address

• Go to Company Dashboard → Company

• Click Edit in Registered Address

• Enter the updated address (ensure Companies House is updated too)

• Click Save

Update Bank Account Details

Note: If documents are already in signing, cancel the signing process, update bank details, then restart signing.

• Go to Company Dashboard → Company

• Click Edit in General Company Details

• Scroll to Bank Details and update

• Click Save

Update Nominal Value

• Go to Company Dashboard → Company

• Click Edit General Company Details

• Update the Nominal Value field

• Click Save

Keeping this accurate ensures certificates, filings and documents remain compliant.

Adding Share Classes

When to add a new share class

• To address unique requirements for founders, employees, or investors

• To structure specific rights (voting, dividends, liquidation preferences)

Tip: Stick to ordinary shares unless additional rights are essential - overcomplicating share structures can deter investors.

How to add a new share class on FounderCatalyst

• Go to Company Dashboard → Company

• Scroll down and click Add Share Class

• Enter the name and conditions for the new share class

• Ensure all stakeholders are informed and approve the updated legal structure

• Click Save

If not using FounderCatalyst paperwork

If FC didn’t create your AoA/SSA or you want to keep existing docs, you can still add classes — but if you don’t already have a non‑voting class, this will need addressing separately.

Deep dive: Adding Share Classes guide

People Section

Changes here are limited.

What you can change/see here

• View invite status (pending/complete)

• Update certain founder details (e.g., founder salary, expense limits, holiday allowance)

• Revoke access to the platform

How to make changes

• Go to Company Dashboard → People

• Find the person and click the three dots next to their name → Edit Contract Details

• Update available fields and Save

Invite Status Icons

• Orange Envelope = invite pending

• Green Checkmark = onboarding complete

Funding Round

Step 1 – Funding Round Setup

You can edit all round details (paperwork balance, dates, valuation, etc.) as often as you like until the round is locked.

See the full Funding Round guide for detailed instructions.

Step 2 – Investor Management

Before sending an invite:

• You can edit an investor’s personal details (name, email, address) by clicking the Edit button under the Actions column.

After sending an invite:

• Personal details can’t be changed — the investor must update their own profile.

• You can still edit investment details (amount, share class, notes) at any time during the round by using the Edit button under the Actions column.

Check invite status:

In the Email Sent column:

• Green envelope = invite sent

• (blank) = not yet invited

Delete an investor:

• Click the red dustbin icon under the Actions column to remove them.