How to Upload an Investment Agreement

You can attach an investment agreement either to a share class or to a specific transaction, ensuring the relevant legal documentation is stored alongside your cap table data.

Upload an Investment Agreement to a Share Class

To attach an investment agreement to a funding round:

1. Open the Draft version of your cap table.
2. Locate the relevant share class.
3. Click Edit.
4. In the Investment Agreement section, upload the relevant document (maximum of one file).

Click Update to save your changes.

Upload an Investment Agreement to a Transaction

You can also attach an investment agreement to an individual transaction, such as a Share Issue, SAFE, or CLA.

1. Click the relevant shareholder's name.
2. Locate the applicable transaction.
3. Click Edit.
4. In the Investment Agreement section, upload the relevant document (maximum of one file).
5. Click Update to save your changes.