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  1. Toolbx
  2. Financings & Diligence

Financings & Diligence

Articles describing financing workflows and guidance for conducting due diligence using the Shoobx data room.

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
See all 9 articles

Workflows

  • The "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 Share Your Data Room and/or Cap Table with a New Investor
  • · Creating a Bridge Note (Convertible Note) in Shoobx
See all 15 articles
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