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
- · Creating a Bridge Note (Convertible Note)
- Disclosure Schedules
- Creating a SAFE
- Equity Financing - Additional Contracts and Uploaded Content
- Equity Financing - Board and Stockholder Consents
- · How to Upload a Warrant
- Equity Financing - Standalone Signature Pages
- Equity Financing - Associated Filings
- · How To Upload An Equity Financing
- · Sign External Document Workflow