Topic
Rounds and contracts
Create and maintain financing structures before issuance.
Do the work
Guides
Set up the initial equity structure
Record founders and the company’s opening ownership structure.
Create and manage funding rounds
Create, edit, and when eligible delete a funding round.
Manage split and rounding rounds
Create, issue, and delete eligible split or rounding rounds.
Create and manage investment contracts
Choose a contract structure, enter its terms, and edit eligible records.
Add investors to a contract
Create, select, edit, or remove investors before issuance.
Attach contract documents
Store executed PDFs with the contract they support.
Set valuation on a round or contract
Use round valuation by default or apply a contract-specific valuation.
Protect a position from future dilution
Mark a contract, investor, option pool, or offer as dilutable or non-dilutable.
Understand the system