- Schedule your kick-off call within the onboarding form.
- Join the kick-off call to review and confirm your information.
- Preview your first draft and share feedback.
- Test the second draft by walking through a sample Transaction, including signatures and review.
- Approve the final version, and we’ll activate your Templates so you can start inviting investors!
SupportPlease email portal@angellist.com at any time for your questions. Following the kick-off call, you will receive contact information for each team member who will assist you during the implementation process.

