Move from Carta, Pulley, LTSE, or Shareworks

AngelList automatically builds your cap table from several reports exported from your old cap table software provider.

Migrate from Excel

AngelList will construct your cap table from Excel/legal documents

Law firm led onboarding

Your law firm likely has a portal on AngelList Equity, from which they can initiate your onboarding. Email your law firm to get started.

Self-service

Build your cap table using your Certificate of Incorporation, outstanding Stock Purchase Agreements, and any SAFEs/convertible notes. Best for early stage companies with simple cap tables.

If you run into issues or have questions, our team is available on business days with a 24-hour turnaround time. For any questions not answered in this guide, feel free to suggest a question. E-Mail: startups@angellist.com for your questions.

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FAQs

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Which onboarding is right for my company?

If your cap table is currently managed in Carta, LTSE, Pulley, or Shareworks then migration is automated. Choose “Move your cap table” in the app, then select your legacy provider.

If your cap table is recorded in Microsoft Excel or exists only in legal documents, then choose “Move your cap table” in the app, then select Excel. Then download the Excel template, remove the example data, and replace with your cap table data. Once done, upload the completed template along with your related legal documents, then submit.

In any case, we recommend having your law firm in the loop from the beginning of the migration. If you need help deciding which onboarding method is best for you, contact startups@angellist.com.

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How long does onboarding take?

The onboarding timeline depends on your onboarding method. With Self-Service Onboarding (or if your legal team is performing your onboarding), your timeline will depend on your schedule.

With Carta/LTSE/Pulley migrations and Concierge Onboarding, companies can be onboarded in 1-2 business days. Larger, more complex companies may need up to 3-4 business days.

For all onboardings, timelines can be affected by the size of your company, the complexity and correctness of your documents and existing cap table, and how quickly you can gather all necessary documentation.

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Stakeholder Communications

We recommend you give your stakeholders a heads up before sending out AngelList Equity invitations from the app.

For your convenience, we have drafted example emails that can be sent from your email account to your stakeholders:

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Pricing and Payment

Pricing plans are available here.

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When is payment due?

For companies using AngelList Equity, first subscribe to pricing plans and pay. Then the cap table onboarding process begins.

For companies using Roll Up Vehicles, while you may start raising with your RUV immediately, you must pay for either the standalone RUV or a pricing plan that includes a no-fee RUV when you close your RUV, before AngelList transfers capital raised to you.

No-fee RUV qualification

Only customers with active cap tables on AngelList Equity are eligible for no-fee RUVs that are included in Growth Plus Plans and above.

For new customers taking advantage of Growth Plus Plan RUVs, you must complete cap table onboarding and invite your stakeholders to their portals within 30 days of closing your RUV, or your Growth Plus Plan subscription will be cancelled, and you will be billed for the additional costs of a standalone RUV.

Example:

  • Customer subscribes to Growth Plus for $5,600 and uses RUV.

  • RUV closes on 1/1/2024.

  • Customer does not complete cap table onboarding and activation by 2/1/2024.

  • Growth Plus Plan will be cancelled, and customer will receive invoice for 2,400+filingfees(2,400 + filing fees (8,000 - $5,600).

✉️ E-Mail: startups@angellist.com for your questions.

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How do I select and pay for a plan?

You can navigate to Company Settings > Billing in your menu. On that page, you can review the prices and features within each plan.

Once you select a plan, you will be redirected to a Stripe payment page where you can securely pay via card.

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I selected the free Starter plan because I have raised less than $1M. When does it switch from free to paid?

The Starter plan is free for companies that have raised less than $1M. While you’ll still need to select the Starter plan and input payment details in the Billing page, you will not be charged until you have passed that fundraising threshold.

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Team

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How do I contact the AngelList onboarding team?

You can contact us by emailing startups@angellist.com. To avoid a brief wait while your onboarding manager responds to your email, be sure to search through the Help Center for answers to your questions.

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Who is responsible for managing my account after Go Live?

AngelList Equity is a software platform that enables you to more efficiently work with your counterparts and legal team to manage your equity. We do not replace your team. You and/or your legal team will need to manage your cap table on an ongoing basis to ensure that it is updated and accurate.

Having said that, we are always happy to assist. You can reach us at startups@angellist.com and get most questions answered in our Help Center.

One of the first things you can do when you sign up for AngelList is invite your legal team. This is optional, but recommended. If you don’t have a law firm yet, AngelList can recommend one to you.

Your legal team will be able to sign in to your AngelList account, upload important documents, build or import your cap table, and provide a review for accuracy before activating your AngelList cap table. For more detailed instructions, visit the Using AngelList with Clients page.

Taking steps early on to ensure your cap table is set up correctly will save you money later on and build confidence with future employees and investors.

Move your cap table