Knowledge Base: Onboarding guide

The article includes:

• Step 1: Signing up
• Step 2: Fill in personal details
• Step 3: Add company details
• Step 4: Define founder
• Step 5: Cap table
• Step 6: Founder details
• FAQs

Please note that each step also has a targeted video walkthrough for your convenience.

Step 1: Signing up (Free Account)

1. Add name

• Enter your full name. This is required for the creation of legal documents.

2. Add email

• Provide your email address for your account.

3. Add password

• Create a secure password to protect your account.

4. Verify account

• After submitting your details, check your email for a verification link.
• Click the link to verify your account, then log in again to proceed.

Step 2: Fill in personal details

1.Add home address

• Enter your home address. This is required for legal purposes.

2.Add signature

• You can either upload an image of your signature or sign directly on the platform.
• Your signature will be used to digitally sign legal documents.

Step 3: Add company details

1. Company number

• Enter your company’s registration number.

2. Role

• Specify your role in the company.
• The platform will automatically verify and confirm your company using a search function.

3. Add company logo (Optional)

• You can upload a company logo, which will be used to brand documents.

4. Company address

• The platform will pull the company address from Companies House records. Review and confirm that it’s correct.

5. Add correspondence address

• You can either use your account email or provide a different general correspondence address.

6. Add company email

• Provide a general company email (not a personal one) that can be used for communication.

7. Fill in company operations details (Optional)

• This includes company policies such as holiday year, working hours, and share value. Most fields are optional.

8. Add bank details

• These are required for receiving payments.

9. Add share price

• Input the price per share for your company.

10. Save options

• Once you’ve entered all the details, save your settings to move forward.

Step 4: Define founders

1. Platform founders pull

• The platform will pull a list of registered directors from Companies House.

2. Identify yourself

• Choose "This is Me" to identify yourself as one of the founders.

3. Invite other founders (if applicable)

• If there are additional founders, send them invites through the platform.

4. Add missing founders

• If any founders are missing from the list, you can manually add them. They will receive an invite to join the platform.

Step 5: Cap table

Tip for large cap tables: If you have a large number of shareholders, you don’t need to enter them all manually during onboarding. To move forward, simply add yourself as the only shareholder for now. Once you've completed onboarding, you’ll gain full access to the cap table section where you can bulk upload the rest of the shareholder data.

See our guide on bulk uploading your cap table

1. Fill in shareholder details

• Provide details about the shareholders in your company.

2. Allocate shares

• Assign shares to each shareholder based on your company’s setup.

3. Shareholder invites

• The platform will automatically invite all shareholders to join.
• Upon logging in, shareholders will be asked to sign a Shareholders Resolution.

Step 6: Founder details

1. Job title

• Specify your role within the company.

2. Salary

• Enter your agreed salary.

3. Notice period

• Indicate the notice period required for your role.

4. Other details

• Provide any other relevant information, such as company shares or additional agreements.

5. Generate legal documents

• Based on these details, the platform will automatically generate your Founder Service Agreement and an Intellectual Property Assignment Letter.

FAQs

I'm trying to add co-founders to the cap table, but can only select myself. I can't go back to "Invite your founders" to see the status there. How do I resolve this?

You can complete the onboarding, just entering your own shares for now.

Once you have finished entering the initial details, you can head to the People menu to add your co-founders and then to the CapTable to add their shares.

See our guide on Changing Details

I have dozens of shareholders — do I have to enter them all manually during onboarding?

No — to complete onboarding quickly, just add yourself for now. You can upload the full cap table later using our bulk upload tool, once you’ve finished onboarding. Read the full guide here