How Signature Blocks Get Set in the Equity Financing Process

This article describes how investor signature blocks get set in the generative Equity Financing workflow. 

Setting Up Signature Blocks for Entities and Individuals

Entity versus Individual Signature Blocks

If the signer is just an individual person signing on their own behalf, there will be no formal signature block set up. The platform will just take the person's name and put it in the signature block.  To read more about how you can customize your personal signature block, please read our article here: Signing Documents.

However, if the individual is signing on behalf of an entity, he or she will be able to set up the signature block reflecting the entity they're signing on behalf of and if applicable, the specific fund for the entity by following the steps in this article.

Initial Investor Login

The investor will have the opportunity to customize the signature block when they first log in to sign financing documents. Their first screen will ask them to confirm their address (or provide it if it is not yet in the platform) and provide any applicable details about the signature block for the investor. The investor can also add additional signatories for their fund if they'd like. Whatever details they provide there will be incorporated into the signature blocks. 

 

Changing or Editing Signature Blocks in a Financing

Once the investor has confirmed their information, they will be taken to the signing step. The investor can still make changes to their signature block on this page. The Edit Signature Block button on the Sign Document(s) screen allows the signer to revise their signature block as needed. Once they've made the desired changes, they can click "Continue" to apply the new signature block to the documents.

 

To read more about these e-signatures and signature blocks, you can read our article about Signing Documents.

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