Self-Service
Welcome to the Self-Service Onboarding guide! Set up your cap table on AngelList by following the steps below.
In order to ensure the best onboarding experience possible, self-serve onboarding as described below is available to companies that have raised less than $1M in capital.
Setting up your cap table
There are 3 steps to completing your initial cap table setup. Additional securities and details will be added later.
Options for onboarding your cap table:
AngelList offers a few ways to get started.
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Self-Service (the guide below)
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Move your cap table from Carta, LTSE, Pulley, or Excel
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Excel template import (contact startups@angellist.com)
For Self-Service Onboarding
Step 1 : Add your Common Stock share class (if you have other share classes, you will add them later).
Step 2 : Enter the details of your company founders.
Step 3 : Include any issued SAFEs or Convertible Notes.
For more information on creating or adding share classes and other securities, please visit our page on Issuing Equity.