Financings & Diligence
Articles describing financing workflows and guidance for conducting due diligence using the Data Room in Fidelity Private Shares.
Workflows
- How To Upload An Equity Financing
- Creating a SAFE
- How to Add a New Investor or Third-party Entity to Your Account, and How to Share Your Data Room and/or Cap Table
- How to Upload a Warrant
- How to share your Data Room and/or cap table with an existing investor
- Sign External Document Workflow
- Uploading a Convertible Note
- Record Common Stock Sale Workflow
- Creating a Convertible Note
- Disclosure Schedules