Just a few quick steps to get started

  1. Create an account
  2. From your profile (the first page you’ll see once you login), click “New Startup Company” button.
  3. You are now on the new company’s profile, with the name selected.  Enter the name of your company and hit return.
  4. On the company profile, you can add your mangement team (they will then have access to this company’s information, assuming they have an account).
  5. Select the Capitalization Table tab
  6. Use the “Add Investor” button to add a founder.
  7. Click the cell just below “shares” under the formation column, and enter the founding shares for this founder.
  8. Now the “Add Round” button will be enabled (entering some founding shares are required).
  9. Click the “Add Investor” button to add an investor for this new round.
  10. Click either the “Shares” or “$” cells to enter, depending on what information you have.
  11. If you have an option pool as part of this round, you can click that cell and enter either a % or a specific number of shares.
  12. Click the “Save” button.