Knowledge Base: Changing Account/Company Details incl. password reset

How to Change Personal and Company Details

Welcome to your comprehensive guide for managing your account and company details. This Knowledge Base will walk you through various tasks, from resetting your password to updating company and personal information.

By following these steps, you can efficiently manage and update your information on FounderCatalyst. If you have any further questions or need additional assistance, please raise a ticket.

Please note: if an Investor or Shareholder who has been invited to the platform requests changes to their details, they will need to follow these instructions and make the changes themselves.

This article contain a number of sections, you can jump to the section you need here:

• Changing Founder Details including founder salary, expense limits, holiday allowance, etc.
• Changing Company Details including Name and Bank Details
• Changing Shareholder Details including Name and Email Address
• Changing Personal Account Details including Name, Address and Email Address
• Changing Signature
• Resetting Password

You can also watch the video guide:

Changes in Company Dashboard → People

To Change Founder Details:

• Navigate to Company Dashboard → People

• Click "People" from the left-hand column

• Next to the founder’s name, click on the three dots and select "Edit Details"

• Update details such as founder salary, expense limits, holiday allowance, etc

Changes in Company Dashboard → Company

To change the company name:

• Navigate to Company Dashboard → Company

• Click on the "Company" section from the left-hand column

• At the top of the screen, next to your company name, click "Edit"

Ensure the changes match what is recorded in Companies House.

To change the company registered address:

• Go to Company Dashboard → Company

• Click "Company" from the left-hand column

• Click "Edit" on the "Registered Address" section

• Update the registered address, ensuring it is also updated at Companies House.

To change bank account details:

Note: Changing the bank details will involve altering the documents. To amend this now, you must cancel the signing process, then change the bank details before resigning.

• Access Company Dashboard → Company

• Click "Company" from the left-hand column

• Click "Edit" on the "General Company Details" section

• Scroll down to update the company’s bank account details

Changes in Company Dashboard → Cap Table

Important Note: You can only make changes to details prior to inviting, if the Shareholder has been invited to the platform, they will have to make changes to their own details.

To change shareholder name:

• Go to Company Dashboard → Cap Table

• Click "Cap Table"

• Next to the shareholder’s name, click on the three dots, then select "Edit"

• Change the name as needed

To change shareholder email address:

• Access Company Dashboard → Cap Table

• Click "Cap Table"

• Next to the shareholder’s name, click on the three dots, then select "Edit"

• Update the email address

Changes in My Account Settings → Address

To change founder name:

• Go to My Account Settings → Address

• Click "Address" at the top

• Update the founder's name

To change founder email address:

• Navigate to My Account Settings → Address

• Click "Address" at the top

• Change the founder's email address

To change founder address:

• Access My Account Settings → Address

• Click "Address" at the top

• Update the founder's address

To add a National Insurance Number:

• Go to My Account Settings → Address

• Click "Address" at the top

• Add the National Insurance Number

Changes in My Account Settings → Signature

To change signature:

• Navigate to My Account Settings → Signature

• Click "Signature" at the top

• Change your signature by drawing in the box or uploading a PNG or JPEG image of your signature

Changes in My Account Settings → Security

If you need to reset your password, follow these steps:

• Go to the account settings page

• Try resetting your password to a new one

• If you encounter an error, it means your current sign-in password is incorrect. You can use the forgot password page to reset it.