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
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