How to update contact information for your portfolio companies
Navigate to Data collection under Tools & Services in the left side bar
Click View companies
Click the three dots to the right of the company you need to update → Edit company contacts
To add or remove a contact, click - / +. Enter the contact’s name, email, and title then click Save.
Paper companies can have a Primary contact selected.
Primary contacts will receive requests for information for that company.
For companies on Carta, the primary contact is provided by the company and cannot be modified.