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A click-through guide on how the dashboard works

Get Started

Transaction Dashboard

AngelList Investor Management Help Center

The Investor Management Platform centralizes your prospecting, closing, and communication workflows within a single system.

Home

Overview

AngelList Account

What if I already have an AngelList account?

Server Error or "You are not a part of an organization"

Common Errors

Reset Password

How to reset your password

Explaining your settings on the "Organization" left side bar tab (Gear icon)

Settings

Changing your entity info before submitting your transaction

Change Investing Entity

Can I change my investing entity name and type?

Copy Saved Info

How do I copy my saved information into a new Transaction?

A firms information can be found within the associated Transaction

Contact Information

Where do I find the fund managers contact information?

Signed Documents

Where to find your signed documents

Start Transaction For Someone Else

Start a Transaction for Someone Else

Inviting other members into your Transaction to help complete it

Invite Team Member

How do I invite a team member or 3rd party into the Transaction?

What do the different transaction statuses mean?

Statuses Breakdown

Transaction Statuses

Understanding the difference between your Directory Entities & Directory People

Universal Directory

Universal Directory Definitions

Explaining your settings under the "Organization" left sidebar tab

Select from the two options below for help with Transactions & Templates within Digital Subscription or details on onboarding into the product.

Explaining what Templates are and how to edit them

Templates Overview

How to preview your Template as a specific investor type

Previewing Templates

Template Previews

How to upload, edit, and remove reference documents like PPMs, LPAs, etc

Updating Reference Documents

An overview on what you can do with Transactions

Transactions Overview

How to request a revision from a submitted transaction and how to finalize it internally

Edits & Revisions

Requesting Edits/Revisions

Optional feature to counter-sign after you mark In Good Order

Counter-Signatures

How to counter-sign your documents

How to upload investor documents into a Transaction as an admin

Uploading Documents

Uploading documents into a Transaction

Exporting Info

How to export your transactions and investors information

Changing Fund Admins

What if I change my fund admin?

Welcome to the AngelList Digital Subscriptions onboarding guide! 

Introduction

This article outlines the process for reviewing and customizing your first webform draft in AngelList Digital Subscriptions following your kick-off call.

Webform Creation

This article explains how to test your document mapping and investor signing flow after approving the Template layout.

Document and Signature Testing

This article covers the final steps before launch, including Template finalization, email setup, and receiving your public Template links.

Final Launch

AngelList Data Room

Please find answers to your questions below

Frequently Asked Questions

Easily connect your Transact templates (or any public onboarding link) through the call-to-action link

Digital Subscription Documents

How do I connect my digital subscription links to a Data Room?

What kind of content can I add and how much?

Adding Content

How to invite visitors and give them specific permissions

Inviting Visitors & Permissions

This page will explain the security features and tracked analytics of the Data Room.

Account & Settings

Subscription Documents