Updating a Profile Type to Investment Firm

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Crunchbase Staff
  • Updated

Crunchbase profiles are organized into the following profile types:

A profile may have more than one profile type. In order to associate a company with an investment, the company profile must also be marked as an “Investment Firm”.

A company profile noted as an “Investment Firm” also allows individual investors to be associated as a Partner. Learn how to update a person profile to "Individual Investor" here!  

To update a profile type:

Click Actions in the top right corner of the profile page, then select Edit from the dropdown menu.

In this example, we'll be updating a company profile type by adding Investment Firm. 

Once in the edit screen, click the dropdown arrow next to Manage Profile Type(s) at the top of the Overview section.

Investment_Firm_1.png

Then check the box for Investment Firm and click Update Profile Type. 

Profile_Type.png

To confirm the change, select Update.

Profile_Type_2.png

After you confirmed, you can begin to associate the company to closed funding rounds or add funds raised. 

​Once finished, be sure to save your edits at the top right corner of the screen.

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