Rounds and contracts

Set up the initial equity structure

Record founders and the company’s opening ownership structure.

Create and manage funding rounds

Create, edit, and when eligible delete a funding round.

Manage split and rounding rounds

Create, issue, and delete eligible split or rounding rounds.

Create and manage investment contracts

Choose a contract structure, enter its terms, and edit eligible records.

Choose the correct contract type

Compare equity, SAFE, convertible debt, options, and reserves.

Add investors to a contract

Create, select, edit, or remove investors before issuance.

Attach contract documents

Store executed PDFs with the contract they support.

Set valuation on a round or contract

Use round valuation by default or apply a contract-specific valuation.

Set dilution before issuance

Set dilution for eligible contracts or individual investors before shares exist.