Edit or Remove Board Members

Update board member details or remove them from your company records in Cake.

Edit Board Member Details

1. Navigate to Company → Groups & Board from the main menu

2. Select Board Members from the top menu

3. Click on the name of the board member you want to edit (located underneath the first and second signer)

4. Click Edit in the top right corner

5. Update their information (name, email address, role type: Director, President, Secretary, Officer/Authorised Person, or Alternate)

6. Click Save to confirm changes

Remove a Board Member

1. Navigate to Company → Groups & Board from the main menu

2. Select Board Members from the top menu

3. Click on the name of the board member you want to remove

4. Click the trash icon 🗑️ in the top right corner

What You Can Do Next

Once your board members are updated, you can:

• Assign them as first and second signer which will then be used for documents like share certificates, SAFEs, convertible notes, and other fundraising agreements

• Send them Board Consents through the Blank Contract feature