To navigate to specific onboarding instructions, select on your onboarding method below:
If you're coming from Carta, here's a product/feature comparison.
For suggested stakeholder communications, click here.
The following methods of onboarding are supported:
- Self-Service Onboarding: You build your cap table using your Certificate of Incorporation, outstanding Stock Purchase Agreements, and any SAFEs/convertible notes. Self-service onboarding is best for early stage companies with simple cap tables.
- Migrating from Carta/LTSE/Pulley: AngelList automatically builds your cap table from several reports exported from your old cap table software provider.
- Concierge Onboarding: AngelList will construct your cap table from Excel/legal documents (available in Growth Plan).
- Law Firm-Led Onboarding: Have your lawyer perform your onboarding for you.
This depends on your time, cap table complexity, and familiarity with cap tables. For founders with complex cap tables, we recommend having AngelList or your attorney manage the migration. If you need help deciding, contact email@example.com.
Yes. If you start off with Self-Service Onboarding and want to move to Concierge Onboarding, just let us know. If you start off with Concierge Onboarding, we'll work with you to ensure onboarding is finished to your specifications.
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.
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
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.
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.
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.
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.
All companies receive a 14-day trial regardless of which plan they select. At the end of those 14 days, you'll need to navigate to the Billing page within the Company tab to select a tier and input your payment information. Failure to do so before the end of the 14-day trial will revert your dashboard to read-only mode.
You can navigate to Company > Billing in your menu. On that page, you can review the prices and offers within in each plan.
Once you select a plan, you will be redirected to a Stripe payment page where you can securely pay via card.
The Base plan is free for companies that have raised less than $1M. While you'll still need to select the Base plan and input payment details in the Billing page within the first 14-days, you will not be charged until you have passed that fundraising threshold.
You can contact us by emailing firstname.lastname@example.org. 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.
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 email@example.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.