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  1. Toolbx
  2. Financings & Diligence
  3. Workflows

Workflows

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  • · 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 Promissory Note) in Shoobx
  • Disclosure Schedules
  • Creating a SAFE in Shoobx
  • 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
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