Financings & Diligence
Articles describing financing workflows and guidance for conducting due diligence using the Data Room in Fidelity Private Shares.
Workflows
- 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
- Equity Financing - Additional Contracts and Uploaded Content
- Equity Financing Workflow
- Equity Financing: Structure Your Next Round
- How To Upload An Equity Financing
- Uploading Additional Closing Documents for an Equity Financing
- 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
- Equity Financing - Board and Stockholder Consents
- Creating a Convertible Note
- Equity Financing - Standalone Signature Pages
- Equity Financing - Associated Filings
- Disclosure Schedules
Information, Reports & Modeling
- Data Room (Includes Searching, Uploading and Organizing Documents)
- Next Round Planner
- Financing
- How to Enable Diligence Mode for Investors and External Teams
- NDA Report
- How Signature Blocks Get Set in the Equity Financing Process
- Convertible Notes 101
- Equity Financing Document Sets
- Simple Agreements for Future Equity (SAFEs) 101