Where can I find some of the documents my investors have asked for?

Congratulations on the potential funding! Below are common documents investors request and where to find them.

  1. Cap table detailing the company’s ownership structure: Equity > Reports
  2. Wire instructions: Banking > Accounts > select an account > Actions (…) > ACH/Wire Instructions
  3. Certificate of Incorporation, Bylaws, Action of Incorporator: Legal > Documents
  4. Initial resolutions of the board of directors addressing organizational matters: Legal > Documents
  5. All Founder Stock Purchase Agreements, Option Agreements and/or Vesting Agreements: Included in the Documents section within each share certificate on Equity > Shares
  6. Evidence of filed 83(b) elections (mailing receipt or file-stamped 83(b) election): If you filed an 83(b) election, you should save the mailing receipt for proof of mailing. After you receive your stamped election from the IRS, you should save that.
  7. Receipts issued by the company for founder shares or evidence of payment (e.g., wire receipt or check): If you funded your SPA via a wire or ACH payment to your AngelList bank account, it will be reflected in your transaction history on Banking > Overview or within the specific account.
  8. Intellectual Property (IP) assignment for each founder (including future/forward-looking IP assignment): If you incorporated through AngelList, your technology assignment documents can be found under Legal > Documents or in the Final Docs folder attached to your Welcome to AngelList email.