Information, Reports & Modeling
- · Financing
- NDA Report
- Next Round Planner
- · Data Room (Includes Searching, Uploading and Organizing Documents)
- · Bridge Note (Convertible Promissory Note) 101
- · Equity Financing Document Sets
Workflows
- Uploading Additional Closing Documents for an Equity Financing
- Record Common Stock Sale Workflow
- · Equity Financing Workflow
- · Equity Financing: Structure Your Next Round
- How to share your Data Room and/or cap table with an existing investor
- · How to Add a New Investor or Third-party Entity to Your Account, and How to Share Your Data Room and/or Cap Table