An Overview of the Workflows And Document Templates Offered By Shoobx

You can leverage our platform to save time and money in granting equity, raising capital, hiring employees and consultants, and bringing on advisors.  

Here are just a few workflows that we provide and some of the documents they can create:

Shoobx can also generate a Certificate of Incorporation, Corporate Bylaws, a Stockholder's Agreement, IP Contribution and Assignment Agreement(s), a Consent in Lieu of First Meeting of Board Directors, and a Consent in Lieu of Meeting of Sole Incorporator if your company has not yet incorporated.

Corporate Structure Workflows

• Non-Disclosure Agreement
  • Shoobx will generate a Non Disclosure Agreement document
• Register New Legal Counsel
• Change Counsel Involvement Settings
• Change Corporate Officers
• Change Company Name
  • Shoobx will generate a Charter Amendment and an approval document

Governance Workflows

• Board Consent 
  
  • Shoobx will generate a Board Consent document (and will generate Resolutions baked into workflows, which include approving electronic stock certificates, financing events, grants, stock incentive plans, changes to the number of authorized shares, changes to the company name, and changes to the registered agent, among others)
• Record Board Meeting Minutes
  • Shoobx will generate a Resolution to approve Meeting Minutes
• Stockholder Consent
  • Shoobx will generate a Stockholder Consent (and will generate Resolutions baked into workflows, which include approving grants, financing events, changes to the number of authorized shares, the election of directors, the change in company name, and approval of stock incentive plan, among others)
• Stockholder Communication (228 Notice)
  • Shoobx will generate a 228 Notice
• Change Board Members
  • Shoobx will generate Indemnification Agreements

Government Filings

• Foreign State Registration
• Employer Identification Number (EIN)
• Change Delaware Registered Agent
  • Shoobx will generate a Charter Amendment document 
• File Delaware Annual Report and Pay Franchise Tax
• IRS Form 3921

Human Resources Workflows

• Add Employee
  • Shoobx will generate an Offer Letter and Employee Confidentiality and Assignment Agreement
• Add Advisor
  • Shoobx will generate an Advisory Agreement
• Add Contractor or Consultant
  • Shoobx will generate a Consulting Agreement
• Amend Consultant or Contractor Agreement
  • Shoobx will generate an Amended Consulting Agreement
• Employee Job Change
  • Shoobx will generate an Employee Job Change notice document
• Change Employee Start Date
• Terminate an Employee/Consultant or Other Stakeholder
• Update Organizational Chart
• Employee Onboarding Document (Upload Only)
• Employee Form I-9
• Employee Form W-4
• IRS Form W-9

Equity Workflows

• Approve Electronic Stock Certificate
  
  • Approving this workflow will permit Shoobx to generate electronic stock certificates
• Grant Shares or Options
• Request 409 A Report
• New Stock Incentive Plan
  • Shoobx will generate a Stock Incentive Plan and Forms (including RSA, Non-Qualified Stock Option, Incentive Stock Option, Exercise Form, and early exercise forms)
• Amend Stock Incentive Plan
• Change Authorized Shares or Par Value
  • Shoobx will generate a Charter Amendment document 
• Stock Option Exercise
• 83 (b) Election 
  • Shoobx will generate an 83(b) Tax Filing document
• Amend Grant or Add Vesting (Upload Only)
• Capture Custom Vesting Event
• Repurchase Shares (Upload Only - Not During Termination)
• Stock Transfer or Secondary Sale
  • Shoobx will generate a Stock Transfer Agreement
• Exchange of Stock (Upload Only)
• Cancel Grant (Upload Only)
• ASC 718 Stock Options Report
• Stock Split (Upload Only)
• Warrant (Upload Only)
• Warrant Exercise (Upload Only)
• Convert Stock Certificates (Paper or Deferred)
• Update Size of Flexible Grant or Warrant (Upload Only)

Financing Workflows

• Bridge Note
  • Shoobx will generate a Bridge Note Purchase Agreement, Term Sheet, and Note
• Additional Bridge Note Closing
  • Shoobx will generate a Note Purchase Agreement Amendment
• Equity Financing Term Sheet
• Equity Financing 
  • Shoobx will generate the NVCA Financing document set or the Series Seed Financing document set
• Additional Equity Financing Closing
• Amend Note Purchase Agreement
• Simple Agreement for Future Equity (SAFE)
  • Shoobx will generate Y-Combinator’s Simple Agreement for Future Equity and SAFE Pro Rata Side Letter
• Keep It Simple Security (KISS) (Upload Only)

Data Room Workflows

•  Sign External Document

User Directory Workflows

• Create New User
• Add Third-Party Entity
• Add User To External Team
• Revoke Company Access

Please note that this is not a comprehensive list of ALL of the workflows Shoobx offers. You should also be aware that some of these workflows will be locked depending on the specific situation that your company may be facing.

If you have any questions that are not addressed in this article let us know by emailing support@shoobx.com!