Get Started
Moving your cap table to AngelList is easy. Explore the onboarding options below to get started quickly.
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.
FAQs
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.
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.
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:
Email Example for Employees
Email Example for Employees
Hi [employee name],
We are moving our equity management to AngelList Equity.
AngelList Equity will be our cap table and equity management solution for issuing share certificates, granting options, and otherwise administering the company’s equity.
AngelList Equity is part of the broader AngelList platform, one of the largest networks of startups, investors, and venture funds in the world.
What’s next?
With AngelList Equity, you will be able to view and manage your equity holdings in your dashboard.
You will receive an invite email from AngelList Equity (view example). It will include login information to your dashboard, where you will be able to view your equity and, if applicable, sign for any new equity grants. You may receive an email from our old cap table software about a cancellation - you can ignore that.
As soon as you have logged in, we recommend you confirm that your personal email address is added to the account. You will be able to log in to AngelList Equity at any time to view your holdings.
For more information and help with the AngelList Equity platform, visit the help site here, or contact startups@angellist.com.
Best,
Email Example for Investors
Email Example for Investors
Dear [investor name],
We are moving our equity management to AngelList Equity.
AngelList Equity will be our cap table and equity management solution for issuing equity to investors.
As investors, it is likely that you already have an AngelList account because AngelList Equity is part of the broader AngelList platform, one of the largest networks of startups, investors, and venture funds in the world. Thousands of companies have moved their cap tables to AngelList Equity, and tens of billions in assets are supported for venture fund managers on AngelList.
What’s next?
You will be able to view and manage your holdings in [COMPANY NAME] in your AngelList Equity dashboard.
Shortly, you will receive an invite email from AngelList Equity (view example) to view your securities. If applicable, you will also be asked to review and accept for new securities. You may receive an email from our old cap table software about a cancellation - you can ignore that.
It will include login information to your dashboard, where you will be able to view your equity and, if applicable, sign for any new equity grants.
As soon as you have logged in, we recommend non-institutional investors confirm your personal email address is added to the account. For institutional investors, we recommend you confirm your fund email is used. You will be able to log in to AngelList Equity at any time to view your holdings.
For more information and help with the AngelList Equity platform, visit the help site here, or contact startups@angellist.com.
Best,
Pricing and Payment
Pricing plans are available here.
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 can start raising with your RUV immediately, to close your RUV you must pay for the fees before AngelList transfers the capital raised to your company.
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.
Team
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.
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.
Can I invite my legal team to AngelList?
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.