Each Template is a document that we’ve converted into a workflow on Transact. Here you can preview your Templates as a specific investing entity and also make edits to the description investors see when they enter.

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Template Click-through Guide

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How can I add a new Template?

New Templates have to be set up by our Support team. Please contact us at portal@angellist.com for the request.

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What kind of Templates can I add?

Outside of the full subscription booklets, we can create Templates that automate simple documents or are purely for data collection. Here are examples:

  • Additional investment/contribution forms
  • Redemption forms
  • Transfer forms
  • Collecting signatures on updated PPMs/LPAs
  • Banking/Wire instruction updates
    • This is an example of a data collection workflow that would request info from the investor for you to store.
  • KYC/AML document updates
    • We can set up Templates (that change by different investor entities) to collect updated KYC/AML documents
  • Any other simple paperwork you find yourself having investors fill out manually!

Please note that adding these Templates may or may not be apart of your Transact subscription. This will be discussed as part of your request.