Equity Onboarding

Moving your cap table from another provider to AngelList Stack.

🎙 General

To navigate to specific onboarding instructions, click on your onboarding method below:

If you have fewer than five employees and haven't yet raised funds, or only raised using SAFEs or convertible notes, Self Service Onboarding is probably right for your company.

If you have more than five employees or have completed a priced round, Concierge Onboarding is probably right for your company.

Self Service OnboardingConcierge Onboarding

What does Stack do for my company?

Stack is a super-app built for startups, their executive teams, employees, law firm partners, and investors.

Stack’s cap table and equity management suite keeps an updated and accurate ledger of ownership and vesting, helps you raise capital, issues electronic certificated or uncertificated securities to shareholders, facilitates 409A valuations, and more.

With Stack, companies can easily close investments and choose how you would like to share data and cap table information with investors using Stack’s data room.

You can also invite your legal team to manage your cap table, eliminating the need for maintaining versions of excel spreadsheets.

Companies can also give their employees equity, and allow them to access a portal where they can see their ownership, track vesting, access important documents, and exercise options with Stack’s embedded banking.

🆕 Onboarding

How can I move my cap table from a previous provider?

We've had plenty of companies move to Stack from a previous provider. If you're interested in moving, choose whether you want to manage the migration yourself or have AngelList do it for you. Alternatively, you can have your lawyer migrate your cap table for you.

Which onboarding method is right for my company?

This depends on your time, cap table complexity, and familiarity with cap tables. For founders with complex cap tables, we recommend having AngelList or your attorney manage the migration.

Can I switch methods if one doesn't work out?

For sure. If you start off with Self Service Onboarding and want to move to Concierge Onboarding, just let us know. If you start off with Concierge Onboarding, we'll work with you to ensure onboarding is finished to your specifications.

How long does onboarding take?

AngelList Stack can onboard you, or you can onboard yourself. Either way, the onboarding timeline depends on several variables such as the size of your company and the complexity and correctness of your documents and existing cap table.

With Concierge Onboarding, small companies can be onboarded in a few hours. Larger, more complex companies may need up to 3-4 business days. With Self Service Onboarding (or if your legal team is performing your onboarding), your timeline will depend on your schedule. Other impactful considerations include how quickly you can gather all necessary documentation, and whether or not your cap table has errors.

👛 Pricing

When is payment due?

All companies receive a 14-day trial regardless of which plan they select. At the end of those 14 days, you'll need to navigate to the Billing page within the Company tab to select a tier and input your payment information. Failure to do so in time will revert your dashboard to a read-only mode.

How do I select and pay for a plan?

You can navigate to the Billing page via the Company tab in your menu. In that page, you can review the prices and offers within in each plan.

Once you select a plan, you will be redirected to a Stripe payment page where you can securely pay via card.

Stack Billing Page

I selected the Base plan—at what point does it switch from free to paid?

The Base plan is free for companies that have raised less than $1M. While you'll still need to select the Base plan and input payment details in the Billing page within the first 14-days, you will not be charged until you have passed that fundraising threshold.

🎳 Team

How do I contact the Stack onboarding team?

You can contact us by emailing [e-mail]. To avoid a brief wait while your onboarding manager responds to your email, be sure to search through the Help Center for answers to your questions.

Who is responsible for managing my account after Go Live?

Stack is a software platform that enables you to more efficiently work with your counterparts and legal team to manage your equity. We do not replace your team. You and/or your legal team will need to manage your Stack cap table on an ongoing basis to ensure that your cap table is updated and accurate.

Having said that, we are always happy to assist. You can reach us at [e-mail] and get most of your questions answered in our Help Center.

Can I invite my legal team to Stack?

One of the first things you can do when you sign up for Stack is invite your legal team. This is optional, but recommended. If you don’t have a law firm yet, Stack can recommend one to you.

Your legal team will be able to sign in to your Stack account, upload important documents, build or import your cap table, and provide a review for accuracy before activating your Stack cap table.

Taking steps early on to ensure your cap table is set up correctly will save you money later on, and build confidence with future employees and investors.