Workflows
- Uploading Additional Closing Documents for an Equity Financing
- 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)
- 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