My Company Profiles
The My Companies page allows entrepreneurs or their intermediaries to enter a company profile and funding requirements (only registered investor can access this information). This menu item is only displayed when logged in and is only available to Entrepreneurs.
Who could view company profiles?
Entrepreneurs and Investors can view company profiles but they both see different views of it.
What can they view within the profile?
- Entrepreneurs – Can only view limited information on your company profiles such as the first paragraph on profile summary.
- Investors – Only approved investors are allowed to view your full company profile. We have a procedure in place that approves investor when they register to either self-certify or are FSA registered and this ensures that all investors comply with the Financial Services and Markets Act 2000.
This page could be used to add a company. If you have already created a company profile, you can edit it or delete it - please find instructions below.
Add a Company
- Select My Companies from the menu
- Select the Add a Company link and the New Company form would appear
- Insert your company details in the Company Profile tab. Please note that you need to complete the Overview and Address sections to send a profile for Approval.
For further details on the structure of the company profile, click here.
- Insert your funding requirements in the Requirements tab - this information is only accessible to registered investors.
If you select the Preview as Investor link, you will notice that the Requirements tab can be accessed. If you select the Preview as Entrepreneur link, you will notice that the Requirements tab cannot be accessed.
- Select the Save & Send for Approval button to send your profile for approval
You will receive the following message: 'Your company details have been successfully updated. These changes will not appear live on the site until they have been approved by our team'.
The company would be listed on the My Companies page with a note beside it, which would read Awaiting Approval. When your profile has been approved, you will receive a message to confirm approval and your profile would appear live on the site.
Edit a Company
- Select My Companies from the menu
- From the company profile that you wish to edit, on the right hand side select View >>
- Select the Edit Company link
- Make the changes that are required. Please note that you need to complete the Overview and Address sections to send a profile for Approval.
For further details on the structure of the company profile, click here.
- Select the Save & Send for Approval button to send your changes for approval
You will receive the following message: 'Your company details have been successfully updated. These changes will not appear live on the site until they have been approved by our team'.
In the My Companies page, your company would appear with a note beside it reading Awaiting Approval. When your profile has been approved, you will receive a message to confirm approval and the changes to your profile would appear live on the site.
Delete a Company
Please note: Your company profile cannot be recovered after it has been deleted
- Select My Companies from the menu
- From the company profile that you wish to delete, on the right hand side select View >>
- Select the Edit Company link
- At the bottom of the page, select the Delete button
- A message box would appear, 'Are you sure you wish to remove this company?' to confirm your actions, click OK.
This would remove the company profile from the My Companies page and from the live site