How Signature Blocks Get Set in the Equity Financing Process

Introduction

This article describes how investor signature blocks get set in the generative Equity Financing workflow. 

Setting up signature blocks for entities and individuals

Entity versus individual signature blocks

If the signatory is an individual person signing on their own behalf, there will be no formal signature block set up. The platform will just take the person's name and put it in the signature block. See this article for more information about customizing your personal signature block.

However, if the individual is signing on behalf of an entity, they will be able to set up the signature block reflecting the entity they're signing on behalf of and, if applicable, the specific fund for the entity by following the steps below.

Initial Investor Login

The investor will have the opportunity to customize the signature block when they first log in to sign financing documents. Their first screen will ask them to confirm or add their address, and provide any applicable details about the signature block for the investor. The investor can also add additional signatories for their fund if they'd like. Whatever details they provide there will be incorporated into the signature blocks.

Changing or editing signature blocks during Equity Financing

Once the investor has confirmed their information, they will be taken to the signing step. The investor can still make changes to their signature block on this page. The Edit Signature Block button on the Sign Document(s) screen allows the signer to revise their signature block as needed. Once they've made the desired changes, they can click Continue to apply the new signature block to the documents.

Fidelity Private Shares LLC provides cap table management and other administrative services to private companies and their equity compensation plans.

Fidelity Private Shares LLC

© 2025 FMR LLC. All rights reserved.

1089386.2.0