Update company details
After a company has been created in Diligent Equity Invest, you can update the details at any time.
Note
The fields in the Company Details form are static and can't be customized at this time.
You can add metrics associated with company and manage users assigned to the company from this page.
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Select your name on the toolbar to open a menu, and then select Admin.
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Select the Companies tab.
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Select company you want to update from the list or enter the name in the search bar.
The page opens on the Details tab.
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Add the information you want to change.
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Select Submit to save.
To learn more about updating company details in bulk, contact equity@diligent.com
To learn more about using AI to efficiently create your cap table, go to Import company data using AI.
