Company Profile

Your company profile is the central record for legal, financial, and operational details. Admins maintain this information; team members access it as a reference.

Managing Company Details

Click Edit Profile to update your company information. The profile is organized into sections that map to the information investors, accountants, and legal counsel typically need.

Company Identity captures your brand — logo, cover image, tagline, and a brief description of what you do. This appears on investor updates and shared documents.

Legal Information stores your incorporation details: legal entity name, registration number, tax ID, jurisdiction, and incorporation date. When lawyers or investors ask for your corporate docs, this is where you’ll pull the basics.

Financial Information defines how your finances are structured: base currency, financial year end, authorized shares, and ESOP pool allocation. Get these right — they affect cap table calculations and financial reports throughout the platform.

Business Type indicates your company structure (C-Corp, LLC, Ltd, etc.) and is used for jurisdiction-specific calculations and compliance tracking.

Social Media links your company’s public profiles. These appear on your profile and can be included in investor updates.

User View

Team members without admin access see a read-only version of the profile. This gives everyone a reference for company details without risking accidental changes to legal or financial information.

Cap Table Summary

The profile includes a snapshot of your current cap table — total shares issued, ownership breakdown, and option pool status. Click through to the full cap table for detailed share class and investor information.

Compliance Dates

FoundersBoxx tracks jurisdiction-specific compliance deadlines based on your incorporation details.

Click Process Compliance Dates to generate upcoming deadlines for your jurisdiction. The system creates calendar events for annual filings, tax deadlines, and regulatory requirements specific to where you’re incorporated.

Run this when you first set up your profile, then again every six months or after any change to your legal structure. Each run generates twelve months of deadlines, so you’ll always have visibility into what’s coming.

These deadlines appear in your company calendar and can trigger reminders, ensuring nothing slips through the cracks.