How to Add or Update Ownership Information on Bizplan?

Where do I update the ownership information for my company on Bizplan? What steps do I take to manage ownership information in Bizplan? How can I add or edit ownership details in Bizplan?

The Ownership section in Bizplan allows you to list the key owners of your company, including their percentage of ownership and number of shares owned. Accurately documenting ownership details is important for presenting a clear and transparent picture to potential investors.


Steps to Add or Update Ownership Information

  1. Log in to your Bizplan account.

  2. From the left-hand navigation menu, click on Company to open your company profile.

  3. Scroll down to the Ownership section.

  4. Click on the plus (+) icon to add a new owner entry.

  5. Enter the following details:

    • Owner Name

    • Percent Owned

    • Shares Owned

  6. After entering the information, your changes will be saved automatically.


Important Notes

  • You can list multiple owners if your business has more than one shareholder or stakeholder.

  • Clearly presenting ownership information helps investors understand equity distribution and leadership structure.

  • You can edit or delete owner entries at any time to reflect changes in your company's ownership.