Following your kick-off call, our team will begin building your webform based on your initial preferences. You’ll receive the first draft within 3–4 business days.

Once it’s ready, we’ll invite you to your AngelList Transact organization to preview the webform, which mirrors your subscription documents. You can view it from the perspective of a specific investing entity.

Here is a quick guide on viewing the first draft:

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Providing Feedback

Use the embedded guide to review your draft, then email us your feedback—including screenshots—for any updates you’d like. You can customize:

  • Question types: Dropdowns, checkboxes, text fields, uploads, etc.
  • Text formatting: Bold or italicized answers and notes.
  • Layout: Reorder headers or questions within sections.
  • Validation rules: Set required fields, email formatting, or entry limits.
  • Help text: Add tooltips to clarify sections.
  • Links: Include static or website links in questions or notes.
  • Email copy: Customize messaging around webform communications.

We’ll incorporate your feedback in the next version and guide you toward final approval.

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Next Steps

After making your changes, we’ll send you a link to schedule a follow up call with us. This should take no more than 3-4 business days.