Setting up your company on the platform will allow you to leverage all of our advanced features for employee onboarding, equity management, governance, and financings.

Incorporate Your Company

Incorporating your company offers numerous benefits, including protection for your personal assets, the ability to raise capital, and the possibility for your business to continue in perpetuity, regardless of changes in leadership. Fully half of all companies incorporate in Delaware. The document that is filed to incorporate is also known as Articles of Incorporation and Certificate of Incorporation, but it is most commonly referred to as your company's Charter.

The platform will prepare your paperwork and guide you through the process of filing your company's Charter with the state of Delaware. If you have already filed, the workflow will capture the details of your Charter.

The Incorporation workflow will also create your company's bylaws and set up your company's initial Board of Directors by executing the Consent in Lieu of Meeting of Sole Incorporator.

Learn more about Incorporation.

Register Your Employer Identification Number (EIN)

An Employer Identification Number (EIN), also known as a Federal Tax Identification Number, is a unique nine-digit number assigned to your company by the IRS. The EIN is used to identify your business when filing taxes and may be required on other forms related to your company.

Learn more about EINs.

Complete Post Incorporation

The Post Incorporation workflow generates and/or captures details about the documents that provide the foundation for your company's governance and operations. During Post Incorporation, you will define your company's officers, grant initial equity, review IP contributions, and more.

Completing the Post Incorporation workflow sets the foundation for the system to automate routine legal processes for your company and unlocks the following benefits: 

• Streamlined employee processes, from offer letter to separation. Onboarding paperwork, including tax forms, company policies and more are all managed and securely stored right in your data room.
• Manage your company's equity and set up a Stock Incentive Plan to grant options to employees. The platform also includes tools for employees to follow the vesting process, exercise options, and file an 83(b) election.
• Request and manage stockholder and board approvals right in the platform to improve communication and save time.
• Use advanced finance tools to prepare and execute bridge notes and financings. A dynamic cap table provides up-to-date insight into your company's finances at a glance.

Learn more about Post Incorporation.

Register Legal Counsel

We understand how important the advice of your legal counsel is to you. We make it easy for you to collaborate right in the system. Inviting your attorney to work with you on our platform creates a relationship that may give your legal counsel access to documents in your Data Room and authorization to act on behalf of your company. It will also unlock some advanced workflows in the platform.

Learn more about registering your Legal Counsel.

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