# Access Transaction Documents from the Portal
Source: https://support.angellist.com/access-transaction-documents



Documents for completed transactions are housed with the transaction itself, rather than with the documents uploaded to the portal.

Here is an interactive walkthrough navigating from the Portal home page to your Transactions documents:

<Frame>
  <iframe />
</Frame>


# Invite Visitors (Email vs Public Links)
Source: https://support.angellist.com/data-room/access/inviting-investors

Compare private invites vs public access links and learn when and how to use each to control who can enter your Data Room.

## How to bulk invite visitors

Invite visitors (or investors) by pasting their emails separated by commas within our guided invite flow. The invite flow includes:

* Customized messaging
* Pre-selection of what Data Room(s) you’re inviting the members into
* Customized access or permission groups

Head to the **Access** tab, then scroll down to the *Members* section. Here you can privately invite members into your Data Room.

<Frame>
  ![](https://res.cloudinary.com/djp21wtxm/image/upload/v1731685773/Data_Room_Email_Invite_q6w6pk.gif)
</Frame>

## How do I make my Data Room public?

### Access Links

* Under the **Access** tab, you'll find the **Access links** section. Here you can create one or many access links with different permission groups and access settings
* Name each link and include an optional expiration date

**Access settings**

*Select how visitors gain access your data room. Access link permissions apply only to visitors who have not received and accepted an email invite*

| Access Level             | Verification Required                                                                                                 | Analytics Level                | NDA Enforcement                                                   |
| ------------------------ | --------------------------------------------------------------------------------------------------------------------- | ------------------------------ | ----------------------------------------------------------------- |
| Verified email address   | A visitor must enter their email address via a verification code or sign into their AngelList account before entering | User-level analytics           | Automatically enforced after the user creates an account          |
| Password only            | A visitor must enter the password (AngelList generates) before entering                                               | Anonymous link-level analytics | Not enforced                                                      |
| Unverified email address | A visitor must enter any email address before entering                                                                | Email-level analytics          | Option to toggle *Enforce NDA* on/off under *Additional Settings* |
| Public access            | No verification required                                                                                              | Anonymous link-level analytics | Not enforced                                                      |

### Permission groups / Call to actions

* Apply preset access settings (like View & Download, View Only, etc) or custom permission groups to each link
* Apply default or create custom CTAs to each link

### Analytics

* From the **Activity** tab you can view a "Session source" to see where visitors entered your data room
* From clicking into the specific **Access Link**, you can see what visitors have entered your data room


# Set Up Permission Groups
Source: https://support.angellist.com/data-room/access/permission-groups

Create groups with customized permissions (e.g. view-only or download access) for different types of investors or stakeholders.

Create labeled permission groups that determine if a user has view only, view and download, or custom access.

Custom access can be used to give users access to specific folders and/or documents instead of all of them.

You can also edit if [buttons](/data-room/managing-content/buttons) appear and what they link out to within each permission group.

<Frame>
  <img alt="Demo Crane Capital Fund I Angel List22 05 2025at10 56 Gi" />
</Frame>


# Analytics Table
Source: https://support.angellist.com/data-room/analytics/analytics-table

Access key stats like number of views, popular files, and recent visitor activity at a glance.

## Activities

The **Activity** tab provides a detailed, exportable table of visitor analytics. You’ll see insights on both internal and external viewers, including which documents they accessed, how much time they spent on each file, and how they entered the Data Room (e.g. via email invite or public link).

<Frame>
  <img alt="Demo Crane Capital Fund I Angel List22 05 2025at11 13@2x Pn" />
</Frame>

## What kind of analytics are tracked?

### Internal

| Event                      | Details                                            |
| -------------------------- | -------------------------------------------------- |
| Data Room Settings Updated | Changes made to the configuration of the data room |
| File Uploaded              | New file added to the data room                    |
| File Permissions Updated   | Permissions modified for a specific file           |
| File Deleted               | File removed from the data room                    |

***

### External

| Event           | Details                             |
| --------------- | ----------------------------------- |
| File Viewed     | Average time spent on each page     |
| File Downloaded | File downloaded by an external user |


# Track File & Viewer Activity
Source: https://support.angellist.com/data-room/analytics/file-tracking

Drill into who viewed what, when, and how often—so you can follow up with high-intent investors.

When you click into a specific **Activity**, you'll see the following information:

* **Action Type** – For example, “Viewed Document”, “Entered Data Room”, or “Downloaded File”
* **Document Name** – The exact file that was viewed or downloaded
* **Timestamp** – The date and time each action occurred
* **Duration** – How long the viewer spent on a specific page or document
* **Geolocation** – Approximate city, state, or country where the activity occurred

<Frame>
  <img alt="Demo Crane Capital Fund I Angel List22 05 2025at11 16@2x Pn" />
</Frame>


# Cloning a Data Room
Source: https://support.angellist.com/data-room/faqs/cloning

The current process on how to have your Data Rooms cloned.

At this time, **Data Room cloning is not a self-serve feature**. If you’d like to duplicate an existing room—whether to reuse its layout, document structure, or branding—we’re happy to help.

Please reach out to our team at [**portal@angellist.com**](mailto:portal@angellist.com) with the name or link to the room you’d like cloned. We’ll create a copy on your behalf and notify you once it’s ready.


# Supported File Types
Source: https://support.angellist.com/data-room/faqs/file-types

List of supported document types (PDF, DOCX, Excel, etc.) and file size limits.

AngelList Data Rooms support a wide range of file formats so you can easily upload, organize, and share all the materials needed for your fundraise.

### **File Types You Can Upload**

We support all major file formats commonly used in investor communications, including:

* **Documents:** PDF, DOC, DOCX, XLS, XLSX, PPT, PPTX, CSV, TXT
* **Images:** JPG, PNG, GIF
* **Videos (Video Section Only):** MP4

<Info>
  Only MP4 files can be embedded directly within the Video section of your Data Room.
</Info>

### **Upload Limits**

To ensure a smooth experience, please note the following upload limits:

* **Per Room Storage Limit:** 50 GB
* **Upload Modal Limit:** Up to 30 files at a time via drag-and-drop or manual file selection
* **Individual File Size Limit:** No hard limit per file, but very large files may affect loading speed

### **Best Practices**

* Keep filenames clear and descriptive (e.g., Fund\_Overview\_Q2\_2025.pdf)
* Use the **Featured Documents** section to highlight your most important files
* For pitch videos or walk-throughs, embed an MP4 in the Video section for a seamless viewer experience


# Mobile Compatibility
Source: https://support.angellist.com/data-room/faqs/mobile

What users can expect when viewing or accessing the Data Room from a phone or tablet.

AngelList Data Rooms are fully responsive and designed to work seamlessly across devices—whether your investors are viewing from a desktop, tablet, or smartphone.

### Mobile-Optimized Experience

Every component of your Data Room—text sections, video blocks, featured documents, team bios, call-to-action buttons, and more—is built to automatically adapt to smaller screen sizes. This ensures a smooth and professional experience for visitors on the go.

Whether someone is reviewing documents on a tablet or skimming your pitch deck from a phone, they’ll be able to navigate your content quickly and clearly.

<Frame>
  <img alt="Crane Capital Fund I Angel List22 05 2025at11 32 Gi" />
</Frame>

### **What to Expect on Mobile**

* Touch-friendly buttons and scrolling
* Responsive document viewer with pinch-to-zoom
* Auto-scaling layouts for each section
* Clean stacking of page content for easy reading

<Tip>
  ## **Tip for Fund Managers**

  Before sharing your Data Room, it’s a good idea to preview it on a mobile device to see how it appears for investors. You can make layout or content adjustments from your desktop editor if needed.
</Tip>


# Customize Logo, Banner, and Name
Source: https://support.angellist.com/data-room/getting-started/branding

Instructions on how to personalize your Data Room with your fund name, header image, and logo to match your brand.

There are 3 different areas you can update your logo or theme colors:

<Tabs>
  <Tab title="Logo: Settings">
    <Info>
      Under **Settings**, select **General,** then upload your logo at the bottom.
    </Info>

    <Frame>
      <img alt="Data Room Logo Settings Pn" />
    </Frame>
  </Tab>

  <Tab title="Logo: Configure Page">
    <Info>
      In the **Configure** page, click **Customize branding**, then upload your logo on the bottom right.
    </Info>

    <Frame>
      <img alt="Data Room Logo Configure Pn" />
    </Frame>
  </Tab>

  <Tab title="Theme: Settings">
    <Info>
      Under **Settings**, click **Theme override**, then type in your Hex codes.
    </Info>

    <Frame>
      <img alt="Data Room Theme Settings Pn" />
    </Frame>
  </Tab>
</Tabs>


# Create Your First Data Room
Source: https://support.angellist.com/data-room/getting-started/create

Learn how to start a new Data Room, configure your page, and publish for investor access.

## Quick Start Guide

Follow this click-through guide to set up your first Data Room!

<Frame>
  <iframe />
</Frame>


# Understanding Page Sections
Source: https://support.angellist.com/data-room/getting-started/page-sections

An overview of the types of content sections you can add—like videos, featured docs, FAQs, team bios, and co-investors.

There are several section types you can place interchangably in the Data Room via the Configure button:

<AccordionGroup>
  <Accordion title="Text" description="Rich text enabled sections to bold, italicise, underline, hyperlink, etc." icon="text">
    <Frame>
      <img alt="Rich Text Section Pn" />
    </Frame>
  </Accordion>

  <Accordion title="Featured Documents" description="Highlight specific documents and optionally provide a header/description" icon="file-invoice-dollar">
    <Frame>
      <img alt="Featured Document Section" />
    </Frame>

    <Tip>
      You can replace these icon thumbnails with **custom images**
    </Tip>
  </Accordion>

  <Accordion title="Team" description="Team sections to highlight contact info" icon="people-group">
    <Frame>
      <img alt="Data Room Team Section" />
    </Frame>

    <Tip>
      Include emails, phone numbers, and Linkedin URLs
    </Tip>
  </Accordion>

  <Accordion title="Video" description="Upload or embed videos alongside headers/descriptions" icon="video">
    <Frame>
      <img alt="Video" />
    </Frame>
  </Accordion>

  <Accordion title="Frequently Asked Questions" description="FAQ sections to pre-answer any common questions" icon="question">
    <Frame>
      <img alt="FAQ Section Pn" />
    </Frame>

    <Tip>
      Add unlimited FAQs that can be expanded when clicked to reveal the answer
    </Tip>
  </Accordion>

  <Accordion title="Co-Investors" description="Highlight any notable investors that are involved" icon="face-tongue-money">
    <Frame>
      <img alt="Co Investors Section Pn" />
    </Frame>
  </Accordion>

  <Accordion title="[Default] All Documents" description="The default All Documents section can be moved around like others sections, but not deleted" icon="files">
    <Frame>
      <img alt="All Documents Section Pn" />
    </Frame>
  </Accordion>
</AccordionGroup>


# Data Room API
Source: https://support.angellist.com/data-room/integrations/API

How to access our API to push activity from the Data Room to wherever you need it.

<Warning>
  Please reach out to us at [portal@angellist.com](mailto:portal@angellist.com) so we can talk you through setting up an API connection for your Data Room.
</Warning>


# Connecting Digital Subscription Templates to Your Data Room
Source: https://support.angellist.com/data-room/integrations/digitalsubs

Learn how to integrate Digital Subscriptions and customizable CTAs (Call to Action buttons) into your Data Room, giving investors seamless access to subscription templates, external sites, or email outreach.

You can customize your Data Room to include up to three different Call to Action (CTA) button types per Permission Group—allowing investors to access Digital Subscription templates, visit a specific website, or reach out via email.

## **Setting Up CTA Buttons**

1. **Navigate to the Access tab** in your Data Room.
2. Select the **Permission Group** you want to edit.
3. Click the **Buttons** dropdown to enable and configure CTAs.

<Frame>
  <img alt="Production20 05 2025at17 33@2x Pn" />
</Frame>

### You can choose from the following three CTA types:

<CardGroup>
  <Card title="Digital Subscription Templates (Native Integration)" icon="pencil">
    This option allows investors to launch Digital Subscription flows directly from the Data Room.

    <Info>
      * **To see your Templates appear**, you must first associate the appropriate **Vehicles** in the **Settings tab**.
      *
      * You can connect **multiple Templates per Vehicle** (e.g., offshore, onshore, and tax-exempt).
    </Info>
  </Card>

  <Card title="Website CTA" icon="globe-pointer">
    Direct investors to any external webpage (e.g., your website).
  </Card>

  <Card title="Email CTA" icon="mailbox-flag-up">
    * Pre-load an email link to a designated contact (e.g., operations email, Head of IR, etc).
  </Card>
</CardGroup>

<Tip>
  You can customize the **labels** for each CTA to match the context for your LPs.
</Tip>

After configuring your buttons, **hit Save**—and you’re done!

## **What Investors See**

Once set up, investors will see your CTA buttons in the Data Room based on the **Permission Group they belong to**. Here’s an example of what it looks like:

<Frame>
  <img alt="Crane Capital Fund I Angel List20 05 2025at17 35@2x Pn" />
</Frame>


# Set Up Custom CTAs
Source: https://support.angellist.com/data-room/managing-content/buttons

Guide for adding call-to-action buttons that link to subscription flows or your website.

## **Setting Up CTA Buttons**

1. **Navigate to the Access tab** in your Data Room.
2. Select the **Permission Group** you want to edit.
3. Click the **Buttons** dropdown to enable and configure CTAs.

<Frame>
  <img alt="Production20 05 2025at17 33@2x Pn" />
</Frame>

### You can choose from the following three CTA types:

<CardGroup>
  <Card title="Digital Subscription Templates (Native Integration)" icon="pencil">
    This option allows investors to launch Digital Subscription flows directly from the Data Room.

    <Info>
      * **To see your Templates appear**, you must first associate the appropriate **Vehicles** in the **Settings tab**.
      *
      * You can connect **multiple Templates per Vehicle** (e.g., offshore, onshore, and tax-exempt).
    </Info>
  </Card>

  <Card title="Website CTA" icon="globe-pointer">
    Direct investors to any external webpage (e.g., your website).
  </Card>

  <Card title="Email CTA" icon="mailbox-flag-up">
    * Pre-load an email link to a designated contact (e.g., operations email, Head of IR, etc).
  </Card>
</CardGroup>

<Tip>
  You can customize the **labels** for each CTA to match the context for your LPs.
</Tip>

After configuring your buttons, **hit Save**—and you’re done!

## **What Investors See**

Once set up, investors will see your CTA buttons in the Data Room based on the **Permission Group they belong to**. Here’s an example of what it looks like:

<Frame>
  <img alt="Crane Capital Fund I Angel List20 05 2025at17 35@2x Pn" />
</Frame>


# Configuring Your Data Room Page
Source: https://support.angellist.com/data-room/managing-content/configuring

Reorder, remove, or add new sections to customize the viewer experience and tell your fund’s story.

## Overview:

Click the **Configure** button to start editting your Data Room.

Here you can add, move, and delete sections to tell your funds story.

<Frame>
  <img alt="Configure Crane Capital Fund I Angel List22 05 2025at10 48 Gi" />
</Frame>

We have the following live examples for you if you're looking for some inspiration:

### Use Case: Venture Capital Fund

This Data Room crafted specifically from the lens of Venture Fund features:

* **Prominently featured fund deck** to immediately capture investor attention
* **Dedicated co-investor sections** to showcase strength and signal credibility
* **Embedded video** featuring the founder or GP on recent podcasts to build trust

[Explore the room from the lens of an LP](https://portal.angellist.com/l/dr/67fca095)

### Use Case: Hedge Fund

This Data Room crafted specifically from the lens of Hedge Fund features:

* **Streamlined investor experience** that highlights critical details
* **Prominent team visibility** with easily accessible contact
* **Fundraising-ready documentation** tailored for evergreen funds that are continuously raising

[Explore the room from the lens of an LP](https://portal.angellist.com/l/dr/979ea95f)

### Use Case: Crypto Fund

This Data Room crafted specifically from the lens of Crypto Fund features:

* **Event video highlights** showcasing footage from a recent fund-sponsored networking event
* **Artistic document presentation** with customized thumbnails for featured materials
* **Crypto-native call-to-action customization** to align with Web3-savvy audiences

[Explore the room from the lens of an LP](https://portal.angellist.com/l/dr/f71fd55e)

### [Section Types](/data-room/getting-started/page-sections)

Click above to understand all the different section types we have to offer.


# Upload & Organize Documents
Source: https://support.angellist.com/data-room/managing-content/documents

How to upload files to your document library, create folders, and manage your materials efficiently.

### Uploading Documents

To upload a document, head to the *Documents* tab, then press the **Upload** button. From there, you can upload up to 30 files at one time, and place them into a folder.

<Frame>
  <img alt="Demo Crane Capital Fund I Angel List22 05 2025at10 36 Gi" />
</Frame>

### Organizing Your Documents

You can create folders, and folders within folders to organize your documents for your investors.

Clicking the three dots to the right of a folder allows you to:

* Upload a file directly into the folder
* Edit the name of the folder
* Download the folders contents
* Delete the folder
* View a list of all verified visitors and their permissions related to the folder

<Frame>
  <img alt="Demo Crane Capital Fund I Angel List22 05 2025at10 38 Gi" />
</Frame>


# Getting Started Demo
Source: https://support.angellist.com/data-room/overview/getting-started

A step-by-step, interactive guide for setting up your first Data Room, including layout customization and content uploading.

## Quick Start Guide

Follow this click-through guide to set up your first Data Room!

<Frame>
  <iframe />
</Frame>


# Top FAQs
Source: https://support.angellist.com/data-room/overview/top-faqs

Quick answers to the most common questions users have about setting up, editing, and sharing their Data Room.

### What are the different Section Types of the Data Room?

<AccordionGroup>
  <Accordion title="Text" description="Rich text enabled sections to bold, italicise, underline, hyperlink, etc." icon="text">
    <Frame>
      <img alt="Rich Text Section Pn" />
    </Frame>
  </Accordion>

  <Accordion title="Featured Documents" description="Highlight specific documents and optionally provide a header/description" icon="file-invoice-dollar">
    <Frame>
      <img alt="Featured Document Section" />
    </Frame>

    <Tip>
      You can replace these icon thumbnails with **custom images**
    </Tip>
  </Accordion>

  <Accordion title="Team" description="Team sections to highlight contact info" icon="people-group">
    <Frame>
      <img alt="Data Room Team Section" />
    </Frame>

    <Tip>
      Include emails, phone numbers, and Linkedin URLs
    </Tip>
  </Accordion>

  <Accordion title="Video" description="Upload or embed videos alongside headers/descriptions" icon="video">
    <Frame>
      <img alt="Video" />
    </Frame>
  </Accordion>

  <Accordion title="Frequently Asked Questions" description="FAQ sections to pre-answer any common questions" icon="question">
    <Frame>
      <img alt="FAQ Section Pn" />
    </Frame>

    <Tip>
      Add unlimited FAQs that can be expanded when clicked to reveal the answer
    </Tip>
  </Accordion>

  <Accordion title="Co-Investors" description="Highlight any notable investors that are involved" icon="face-tongue-money">
    <Frame>
      <img alt="Co Investors Section Pn" />
    </Frame>
  </Accordion>

  <Accordion title="[Default] All Documents" description="The default All Documents section can be moved around like others sections, but not deleted" icon="files">
    <Frame>
      <img alt="All Documents Section Pn" />
    </Frame>
  </Accordion>
</AccordionGroup>

### How do I update my company logo and/or colors?

There are 3 different areas you can update your logo or theme colors:

<Tabs>
  <Tab title="Logo: Settings">
    <Info>
      Under **Settings**, select **General,** then upload your logo at the bottom.
    </Info>

    <Frame>
      <img alt="Data Room Logo Settings Pn" />
    </Frame>
  </Tab>

  <Tab title="Logo: Configure Page">
    <Info>
      In the **Configure** page, click **Customize branding**, then upload your logo on the bottom right.
    </Info>

    <Frame>
      <img alt="Data Room Logo Configure Pn" />
    </Frame>
  </Tab>

  <Tab title="Theme: Settings">
    <Info>
      Under **Settings**, click **Theme override**, then type in your Hex codes.
    </Info>

    <Frame>
      <img alt="Data Room Theme Settings Pn" />
    </Frame>
  </Tab>
</Tabs>

### How do I connect my Digital Subscriptions Templates to a Data Room?

Connect a direct link to your public Template's by editing the Permission group you want the call-to-action button to display within.

<Warning>
  **If you do not see your Template**, make sure the Vehicle that holds the Template is connected to your Data Room and your Template's public link is enabled.
</Warning>

<Expandable title=": Screenshot displaying where to connect Templates to a Permission group">
  <img alt="Data Roompermission Group Buttons Pn" />
</Expandable>

### Related Articles:

* [How can I share my subscription documents publicly?](/transact/transactions/new-transaction#public-link-sharing)

<Note>
  **I have a question that isn't answered here. Who can I reach out to?**\
  We'll be happy to help you at [portal@angellist.com](mailto:portal@angellist.com).
</Note>


# What is the AngelList Data Room?
Source: https://support.angellist.com/data-room/overview/what-is-data-room

A high-level explanation of what the Data Room is, who it’s for, and how it helps fund managers share fundraising materials with investors securely.

The AngelList Data Room is a branded, secure document sharing experience for your investors. It's built with fund managers in mind to support them in fundraising efforts for any type of private fund.

**Core Features:**

* Flexible page builder - Customize your page with many section types to pitch your opportunity in your own style
* Advanced analytics - See page by page views and centralized reporting across all data rooms
* Single investor login - Across Data Room, Digital Subscriptions, and Investor Portal
* Security & compliance - SOC2 certified, access control, and firm watermarking

> ## Tailored for your firm, free of cost

<Card title="Data Room Product Page" icon="vault" href="https://www.angellist.com/data-room">
  Every touchpoint with your investors matters. With modern design, intuitive permissions, and advanced analytics, AngelList Data Room helps you make the first impression the right one–all completely free.
</Card>


# Configure NDA Disclaimer Popup
Source: https://support.angellist.com/data-room/security/NDA

Set up a mandatory disclaimer popup that visitors must accept before entering your Data Room.

We offer two options for gating access with an NDA:

1. An embedded DocuSign experience that requires the visitor to sign a PDF before entering.
2. A lightweight alternative with a customizable title and disclaimer text shown in a scrollable popup. This functions like a terms & conditions agreement that visitors must accept to proceed.
   1. You can edit the NDA text on the **Settings** tab -> Security & compliance.

Here is a GIF of the investor experience of accepting a text-based NDA:

<Frame>
  <img alt="Click Through NDA Experience Gi" />
</Frame>

Analytics on NDA acceptance is tracked on both the Activity and Access tabs.

Please see [Access Links](https://support.angellist.com/data-room/features/permissions#access-links) to learn which links will enforce the NDA upon accessing your Data Room.

<Warning>
  For DocuSign integrated NDA signing, please reach out to us at [portal@angellist.com](mailto:portal@angellist.com) so we can discuss this feature with you.
</Warning>


# Set Viewer Permissions
Source: https://support.angellist.com/data-room/security/viewer-permissions

Control who can view or download documents.

Viewer permissions are set at the Permission Group level:

Create labeled permission groups that determine if a user has view only, view and download, or custom access.

Custom access can be used to give users access to specific folders and/or documents instead of all of them.

You can also edit if [buttons](/data-room/managing-content/buttons) appear and what they link out to within each permission group.

<Frame>
  <img alt="Demo Crane Capital Fund I Angel List22 05 2025at10 56 Gi" />
</Frame>


# Watermarks & Screenshot Policy
Source: https://support.angellist.com/data-room/security/watermarks

Overview of how watermarks are applied and why screenshotting is discouraged for confidential material.

### Watermarking

Email us at [portal@angellist.com](mailto:portal@angellist.com) to enable watermarking across all of your documents. We can display the account name, email, and today's date across your documents.

### Screenshots

We have enabled a watermark across your Data Room should someone attempt a screenshot.

Example:

<Frame>
  <img alt="Crane Capital Fund I Angel List22 05 2025at11 12@2x Pn" />
</Frame>


# Document and Signature Testing
Source: https://support.angellist.com/digitalsubs/onboarding/document-and-signature-testing

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

Once you’ve approved the visual layout of your template, we’ll begin mapping your questions and answers to the subscription documents and configuring status-change email notifications.

When the second draft is ready, we’ll notify you by email so you can either approve it or provide additional feedback.

#### **Testing the Experience**

During this stage, you can:

* **Preview the Template** to see how responses map to your documents.
  * [Here is an article on how to Preview the Template](https://support.angellist.com/digitalsubs/templates/template-previewing)
* **Test the full investor signing flow**, including counter-signature if enabled.
* **Create a test Transaction** to experience the investor journey from start to finish.

Follow the embedded walkthrough to simulate the signing experience.

<Frame>
  <iframe />
</Frame>


# Final Launch
Source: https://support.angellist.com/digitalsubs/onboarding/final-launch

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

Once you’ve approved the second draft, we’ll finalize your templates so you can begin inviting investors.

We’ll also activate your notification email settings and remove any test transactions.

Your next email from us will include **public Template links** and **official confirmation of your launch**.

<Tip>
  For ongoing support please email [portal@angellist.com](mailto:portal@angellist.com) and search your questions in our official Transact Guide here.
</Tip>


# Introduction
Source: https://support.angellist.com/digitalsubs/onboarding/introduction

Welcome to the AngelList Digital Subscriptions onboarding guide! 

By now, you should have completed the [**Digital Subscriptions Onboarding Form**](https://docs.google.com/forms/d/e/1FAIpQLSfb9kUPCWsjl8tgVCFwMuaJtuqWGKJugoJmpCTMzoNskotqcA/viewform?usp=sf_link), where you shared your fund details, subscription documents, and any additional investor materials.

Here’s what to expect next:

1. **Schedule your kick-off call** within the onboarding form.
2. **Join the kick-off call** to review and confirm your information.
3. **Preview your first draft** and share feedback.
4. **Test the second draft** by walking through a sample Transaction, including signatures and review.
5. **Approve the final version**, and we’ll activate your Templates so you can start inviting investors!

<Tip>
  **Support**

  Please email [portal@angellist.com](mailto: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.
</Tip>


# Webform Creation
Source: https://support.angellist.com/digitalsubs/onboarding/webform-creation

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

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:

<Frame>
  <iframe />
</Frame>

### **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.

### 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.**


# Overview
Source: https://support.angellist.com/digitalsubs/overview

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

<Warning>
  **Investor Help**:

  If you are an investor, please go to the [Investor Help](/investor-help) tab above.
</Warning>

<Card title="Transactions & Templates" icon="file-contract" href="/digitalsubs/templates/templates-overview">
  Click here for guides on how to edit Templates, invite investors to fill out documents, and edit or finalize submitted Transactions
</Card>

***

<Card title="Digital Subscriptions Onboarding" icon="arrow-trend-up" href="/digitalsubs/onboarding/introduction">
  Click here to access our onboarding guide if you're a new customer.
</Card>


# Updating Reference Documents
Source: https://support.angellist.com/digitalsubs/templates/reference-documents

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

**Reference items** are the non-fillable documents (or links) that you can make available for your investors to view and download while they are completing a Transaction. You can add as many documents as you want, as well as edit or remove existing ones through the Template's *Processes* tab. Here are the steps on how:

<Steps>
  <Step title="Processes tab within a Template">
    Click into a specific Template and it will open up to the *Processes* tab by default
  </Step>

  <Step title="Reference Items are on the right">
    On the right side, you can take action on any Reference Items.

    <img alt="Reference Items SC Pn" />
  </Step>

  <Step title="Editing an existing document">
    *Editing* an item will allow you to delete, preview, or re-upload a new file to replace it.

    To replace it, you may either re-upload a new file or search through existing files across your Organization.

    You may also opt to replace the document with an external link.
  </Step>

  <Step title="Adding items">
    Clicking on *Add item* will provide you with the same options as above, except for a new reference item.
  </Step>
</Steps>

<Tip>
  If you want to see where and how your reference items appear, you can preview your Templates via this guide: [How to preview your Template as a specific investor type ](/transact/templates/template-previewing)
</Tip>


# Template Previews
Source: https://support.angellist.com/digitalsubs/templates/template-previewing

How to preview your Template as a specific investor type

When you need to review the investor experience or see details on specific questions within a Template, you can preview it without having to create a Transaction. Here are the steps on how:

1. Click on **Templates** via the left sidebar, and then into the Template you're looking to preview.

<Frame>
  ![](https://res.cloudinary.com/djp21wtxm/image/upload/v1734463558/i1600x507-mX_tYJ8cpp50_yeanjx.png)
</Frame>

2. The *Processes* tab will open by default where you can pre-select the entity type you want to preview. Templates are built to change depending on the entity type filling them out. After selecting an entity type, you can click **Preview**.

<Frame>
  ![](https://res.cloudinary.com/djp21wtxm/image/upload/v1734466079/i1600x1377-bC5RxcNZFUBE_epkccm.png)
</Frame>

3. This next page will be a preview of the investor experience within the
   Template. You can test this experience by filling in mock data and uploading
   documents. You can also see the *Reference items* you have uploaded to the
   Template. These are the documents or links available to your investors for
   viewing and downloading.

<Frame>
  ![](https://res.cloudinary.com/djp21wtxm/image/upload/v1734466268/i1600x986-qhg24iNNM1lG_fgmevi.png)
</Frame>

4. If you want to save time and fill every field quickly, you can do so with the *Fill with mock data for testing* toggle within the **Testing** tools feature.

<Frame>
  ![](https://res.cloudinary.com/djp21wtxm/image/upload/v1734466396/i1600x1561-zlY3P1A-DkNo_j0ocwc.png)
</Frame>

5. The last part of the preview experience is to view or download the fillable documents that these fields are completing. These documents are the final PDFs that your investor will be completing after they've signed and submitted the Transaction.

<Frame>
  ![](https://res.cloudinary.com/djp21wtxm/image/upload/v1734466525/i906x820-rrSy6FxvdomT_syitup.png)
</Frame>


# Templates Overview
Source: https://support.angellist.com/digitalsubs/templates/templates-overview

Explaining what Templates are and how to edit them

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.

### Template Click-through Guide

<Frame>
  <iframe />
</Frame>

## 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](mailto:portal@angellist.com) for the request.

### 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.*


# How to counter-sign your documents
Source: https://support.angellist.com/digitalsubs/transactions/counter-signatures

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

We can enable the counter-signature flow on a template by template basis. Once a transaction is signed and marked *************In Good Order,************* the transaction will be ready for signature by a designated Authorized Signatory. An email will be automatically triggered to the Authorized Signatory, inviting them back into the transaction.

Please email us at [portal@angellist.com](mailto:portal@angellist.com) if you want to add an Authorized Signatory to your account.

### Will the documents expire before I can counter-sign them?

Yes, once a set of documents have been signed by an investor, a 90 day expiration timer starts for the counter-signature process. Once 90 days have gone by, you will need to export the investor signed documents, sign them outside of Transact, and re-upload them back into the system to mark as Confirmed.

<Frame>
  <iframe />
</Frame>


# How to export your transactions and investors information
Source: https://support.angellist.com/digitalsubs/transactions/export-information

CSV export feature

You can export data on an organization level and at a transaction level. The export will be in a .CSV format with every data point you collect as a column.

### Organization level export:

When you're on the Transactions dashboard, click Export to export every Transactions data point.

<Frame>
  ![](https://res.cloudinary.com/djp21wtxm/image/upload/v1724172855/i972x854-U547FVSCFZsR_qezcsd.png)
</Frame>

### Transaction level export:

When you're within a Transaction, click the **Actions** button on the top right of your screen to export each data point.

<Frame>
  ![](https://res.cloudinary.com/djp21wtxm/image/upload/v1724172564/i708x342-acm0mcjBFyn3_f759hx.png)
</Frame>

### Downloading all files

When you're within a Transaction, click **Files**, then **Download All** to export all files uploaded into a Transaction and any signed documents.

<Frame>
  ![](https://res.cloudinary.com/djp21wtxm/image/upload/v1724172830/i1600x652-CzQ2MWhQ6_g-_ldzghq.png)
</Frame>


# What if I change my fund admin?
Source: https://support.angellist.com/digitalsubs/transactions/fund-admin-change



If you’ve changed fund administrator and need to edit the reviewing party’s access, please email us at [portal@angellist.com](mailto:portal@angellist.com) with the following information:

* Name and email of the new reviewing service provider
* Date when you want us to remove access to your previous service provider

We will confirm if we already have a relationship with the new Fund Admin. If not, we’d encourage you to set up a call where we can walk them through Transact and answer any questions so there are no delays in your investor onboarding. You can refer them to this guide as well.


# Requesting Edits/Revisions
Source: https://support.angellist.com/digitalsubs/transactions/revisions

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

While reviewing a transaction you may find mistakes, inaccurate figures, blurry/incomplete images, or clarifications needed. You can submit revision requests back to the investor to retry the selected information without having to restart from the beginning.

Here is an interactive guide on how to request a revision:

<Frame>
  <iframe />
</Frame>

### Requesting Additional Documentation or Questions

While reviewing a transaction, you may also find that you need additional documentation or to ask clarifying questions that are not listed within the Template. You can add a field to send back to the investor to complete without having them restart from the beginning.

Here is an interactive guide on how to request a revision:

<Frame>
  <iframe />
</Frame>

When everything is found satisfactory, click **Finalize** on the top right of your screen.

Select **In Good Order** or **Rejected.**

<Warning>
  * If counter-signatures **are required and set up**, then the Authorized Signatories for the account will receive an email prompting them to sign in and complete the signature.

  * If the reviewer is also the Authorized Signatory, then continue in this guide [here](/transact/transactions/counter-signatures).
</Warning>

If counter-signatures are **not** required, then the transaction is in its final status.

Any pre-set notifications will be sent to the investor and/or fund manager. Examples include wire instructions, banking information, next steps, etc.


# Transaction Statuses
Source: https://support.angellist.com/digitalsubs/transactions/statuses

What do the different transaction statuses mean?

Here is a list of the standard transaction statuses you will find across Digital Subscriptions:

<Note>
  Depending on your onboarding process, we are able to change these status names. We can review that during implementation.
</Note>

<AccordionGroup>
  <Accordion title="Created" icon="galaxy">
    A transaction is in the **Created** status when an investor has started a transaction via the funds public link but has not started filling any information out yet.
  </Accordion>

  <Accordion title="Invited" icon="envelope">
    A transaction is in the **Invited** status when an investor has been sent a private email invite to a transaction but has not started filling any information out yet.
  </Accordion>

  <Accordion title="Pending Investor" icon="pencil">
    A transaction is in the **Pending Investor** status once an investor has started filling their information out but has not completed or signed the documents.
  </Accordion>

  <Accordion title="Submitted" icon="inbox-in">
    A transaction is in the **Submitted** status once all the information has been filled out and/or the documents have been signed. This status indicates the fund manager has not opened the transaction and begun reviewing for accuracy and completion.
  </Accordion>

  <Accordion title="Pending Review" icon="glasses">
    A transaction is in the **Pending Review** status when the fund manager has opened the transaction after it’s been submitted and/or documents have been signed. The fund manager will then conduct their unique review process and either request for more information, corrections, or mark it **In Good Order**.
  </Accordion>

  <Accordion title="Pending Revision" icon="eraser">
    A transaction is in the **Pending Revision** status after a fund manager sends the transaction back to the investor to request a revision. If a fund manager finds a mistake, needs clarification, or requests more information, they will send a revision request back to the investor. After the investor has provided the revision, the status will revert back to ***Pending Review.***
  </Accordion>

  <Accordion title="In Good Order" icon="check">
    A transaction is in the ***In Good Order*** status when the fund manager has reviewed the information submitted and finds it satisfactory.
  </Accordion>

  <Accordion title="Confirmed" icon="check-double">
    A transaction is in the ***Confirmed*** status once the fund manager has accepted the the submission. This acceptance may or may not involve a counter-signature by the fund manager.
  </Accordion>
</AccordionGroup>


# Transactions Overview
Source: https://support.angellist.com/digitalsubs/transactions/transactions-overview

An overview on what you can do with Transactions

## Overview

Transactions represent an entity filling out a document (Template).

## How do I start a new Transaction?

### Public Link Sharing

One of two ways to start a transaction is to have an investor enter via a public URL to the template.

1. Click on the on the **Template** button within the Transactions tab.
2. Click on the specific template you want to share.
3. Either click on the URL or the "Copy Link" button. (See screenshot below)
4. Share the public URL with your investors so they can start a transaction immediately.

<Frame>
  ![](https://res.cloudinary.com/djp21wtxm/image/upload/v1717707894/i1600x833-DGzvZtN4M3yK_arnoso.png)
</Frame>

### Private Email Invite

The second way of starting a transaction is to send your investor a private email invitation link.

1. Click on the left sidebar ************************Transactions************************ tab.
2. Click the ******************************New Transaction****************************** button on the top right of your screen.
3. Select the appropriate options:
   1. ************Sender Entity************ - The name of the sending entity/fund manager that will be displayed as the sender in the body of the email.
   2. ******************Template****************** - The template you want the transaction to fill out.
   3. **********************************Recipient Name********************************** - The name of the entity filling out the transaction that will be displayed on the body of the email. The recipient will change this when they start the transaction.
   4. ******************************Recipient Email****************************** - The email that the private email invitation link will be sent to.
4. Click ************Create************.
5. The email invitation will be sent from [portal-notifications@angellist.com](mailto:portal-notifications@angellist.com) and a transaction will appear in the *******Invited******* status until they start the transaction.

<Note>
  💡 This email invite is one-click only for security purposes. After the one-click, it will become null and void. You’ll then have to send another email invite out.
</Note>

<Frame>
  ![](https://res.cloudinary.com/djp21wtxm/image/upload/v1706222225/New_Transaction_-_Private_Email_Invite_vy3zno.gif)
</Frame>

## Can I manually change a Transaction status?

Unfortunately you cannot manually change a transaction status right now.

The transaction status will change based upon the action taken. If you feel there is a mistake, please contact [portal@angellist.com](mailto:portal@angellist.com) so we can review.

## Can I delete Transactions?

No, only a team member from AngelList can delete Transactions. We have guardrails in place to prevent any accidental deletions.

## How do I share an existing Transaction with an investor?

You can use the *Copy link to share* button within a Transaction to send a direct link to an existing Transaction.

This link is viewable by both admins and investors. Depending on who opens it, the Transaction will open to the appropriate view based on the account, as long as the recipient has access to the Transaction.

This feature can be used to remind an investor of a pending Transaction, reference a Transaction to a co-worker or reviewer, point to completed/signed documents, and more!

<Frame>
  ![](https://res.cloudinary.com/djp21wtxm/image/upload/v1719331297/i1066x764-z0jc7RN7SJcv_snicic.png)
</Frame>


# Uploading documents into a Transaction
Source: https://support.angellist.com/digitalsubs/transactions/uploading-documents

How to upload investor documents into a Transaction as an admin

## When would I need to upload a document for an investor?

If you already have an investor’s document, such as from a repeat investor or one they emailed you directly outside the platform, you can easily upload the document to their Transaction on their behalf.

## How do I manually upload files into a Transaction?

Click into a Transaction, then select the Actions drop down to upload files.

<Frame>
  ![](https://res.cloudinary.com/djp21wtxm/image/upload/v1734466987/i1600x656-9865AHekKZ9v_hlguif.png)
</Frame>

The files you upload will appear under this **Files** tab and will be available to the investor to download from their dashboard. It's important to note these files are for your record keeping and will not move the Transaction progress forward. If you want to upload a document to a specific field that will satisfy the requirement, please look at the question below.

<Frame>
  ![](https://res.cloudinary.com/djp21wtxm/image/upload/v1734467132/i1600x1194-pqTLb90ZuPym_p8oeuy.png)
</Frame>

## Can I upload a document into a specific field on behalf of an investor?

Yes! Under the **Files** tab within a Transaction you can click the **Upload to Field** button. This allows you to upload a document and assign it to a specific field, helping to meet the requirements needed to move the Transaction forward.

<Frame>
  ![](https://res.cloudinary.com/djp21wtxm/image/upload/v1734467350/i1600x1133-fq0KZnY1vRVj_unpqh3.png)
</Frame>

<Frame>
  ![](https://res.cloudinary.com/djp21wtxm/image/upload/v1734467358/i1600x1018-PbLwPjrohSXr_ql8qwr.png)
</Frame>

## What do I do with a side letter?

Any side letters signed outside of the system can be uploaded into the Transaction. After clicking into the Transaction, select the **Actions** drop down to upload the letter.

<Frame>
  ![](https://res.cloudinary.com/djp21wtxm/image/upload/v1734466987/i1600x656-9865AHekKZ9v_hlguif.png)
</Frame>


# AngelList Investor Management Help Center
Source: https://support.angellist.com/index

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

## Welcome!

Welcome to the AngelList Help Center for the Investor Management Platform! Here you will find FAQs, guides, and information about each product the suite offers. Click the tabs at the top for the product you need help with!
![](https://res.cloudinary.com/djp21wtxm/image/upload/v1706309388/Investor_Portal_xbqmlj.svg)

<CardGroup>
  <Card title="Need to sign in?" icon="person-to-portal" href="https://portal.angellist.com/">
    Click here to login to [portal.angellist.com.](http://portal.angellist.com)
  </Card>

  <Card title="Need investor help?" icon="money-check" href="https://support.angellist.com/investor-help/overview">
    Click here for Investor Help.
  </Card>

  <Card title="Need support?" icon="inbox" href="mailto:portal@angellist.com">
    Click here to email us at [portal@angellist.com](mailto:portal@angellist.com)
  </Card>
</CardGroup>

## For more information on our products:

<Card title="Data Room" icon="block-brick" href="https://www.angellist.com/private-markets/data-room">
  A modern data room that elevates the investor experience. [Learn more here.](https://www.angellist.com/private-markets/data-room)
</Card>

<Card title="Digital Subscriptions" icon="passport" href="https://www.angellist.com/digital-subscriptions">
  Intelligent investor onboarding that turns subscription paperwork into flexible digital workflows. [Learn more here.](https://www.angellist.com/private-markets/transact)
</Card>

<Info>
  **Looking for help with the AngelList full-service product?**

  If you are an LP or GP on the full-service AngelList platform (your page URLs are [venture.angellist.com](http://venture.angellist.com)), please go to the help documents hosted on [https://help.angellist.com](https://help.angellist.com/)
</Info>


# Common Errors
Source: https://support.angellist.com/investor-help/account/common-errors

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

### Server Error

If you are receiving a server error, please reset your cache and cookies, then reset your URL back to [https://portal.angellist.com.](https://portal.angellist.com)

Our engineers will receive an error report internally. If you continue to have this problem after following the steps above, email us at [portal@angellist.com.](mailto:portal@angellist.com)

### You are not a part of an organization

If you receive this error, please reset your URL back to [https://portal.angellist.com.](https://portal.angellist.com)

If this does not solve your issue, email us at [portal@angellist.com](mailto:portal@angellist.com) so we can diagnose. This error typically stems from accepting an email invite intended for a specific email, but the user is signed into a different account.

### Invite Expired

If you receive this error, please contact the individual who sent you an invitation and request a new one.

Email invitations expire after 75 days and cannot be refreshed.

### You are not the Authorized Signatory

If you are ready to sign a Transaction and receive this note on the dashboard, this means your account role is not set up to sign the Transaction. There are two ways to move forward here:

* **If you ARE the authorized signatory** then you need to email us at [portal@angellist.com](mailto:portal@angellist.com) so we can upgrade your account role.

* **If you are NOT the authorized signatory** then you need to invite in the correct person to complete the signature. You can do this via the *Invite* button at the top left of the Transaction. For further guidance, [here is an article on how.](/investor-help/subscription-documents/invite-team-member)


# How to reset your password
Source: https://support.angellist.com/investor-help/account/reset-password



You can reset your password by visiting [this link here.](https://venture.angellist.com/v/forgot)

You will need to enter your email address where a temporary password will be sent.


# Settings
Source: https://support.angellist.com/investor-help/account/settings

Breaking down your settings page

## Navigating the Settings Page

To access your settings:

* Click the **gear icon** on the bottom of the left-sidebar.
* This will take you to your **Organization Settings.**

<Frame>
  <img alt="Gear Icon Pn" />
</Frame>

## Managing Your Team

### Access the Team tab

* Navigate to the **Team** tab within your settings.
* This section displays all the teammates you’ve invited to your **Organization**—a group of all your associated entities.

<Frame>
  <img alt="Team Members Pn" />
</Frame>

### **Add or Edit Team Members**

You can:

* **Invite new teammates** by clicking **Add Teammate**.
* Assign or update the following permissions for each team member:
  * **Team Management**: Can add or manage other teammates.
  * **Investor Portal Access**: Can view subscription documents, tax forms, legal docs, investor communications, and more.
  * **Authorized Signatory**: Can sign legal documents on behalf of the organization.

### **How to Make Someone an Authorized Signatory**

An **Authorized Signatory** can sign subscription agreements, legal documents, and other important investor materials on behalf of your organization.

1. Go to the **Team** tab in Settings.
2. Click the **three-dot menu** next to a teammate’s name.
3. Select **Edit Details**.
4. Toggle the **Authorized Signatory** switch and save changes.

<Frame>
  <img alt="Authorized Signatory Pn" />
</Frame>

### **Removing a Team Member**

To remove someone from your team:

* Please email [**portal@angellist.com**](mailto:portal@angellist.com) and include the name and email of the person you’d like to remove.

## **Editing Organization Settings**

In the main **Settings** page, you can:

* **Edit your Organization name**:
  * This name appears in invite emails sent to new teammates.
  * It should reflect your collective group of entities.
* **Upload a square logo (avatar)**:
  * This logo will appear in team invite emails.
  * For best results, use a high-quality, square image.


# Welcome to AngelList Digital Subscriptions!
Source: https://support.angellist.com/investor-help/new/new-investor

This short guide will walk you through your first transaction—filling out your subscription documents quickly, securely, and easily.

### Digital Subscriptions

AngelList [Digital Subscriptions](https://www.angellist.com/investor-management/digital-subscriptions) is a secure portal where funds turn their investor paperwork into digital workflows. This paperwork can include subscription documents, additional capital contributions, withdrawal documents, and any other legal paperwork an investor needs to fill out.

### About AngelList & Platform Security

AngelList is a financial-technology firm with over 12 years of experience supporting private funds. We take your data seriously. Our security is SOC 2 Type II audited and regularly tested for vulnerabilities. That means your information is guarded with best-in-class protocols—from encrypted storage to frequent audits and firewalls (penetration tested, audited, red-teamed, etc.).

### **First-Time Investor Walkthrough**

See below to launch an interactive demo that shows you, step-by-step, what the process looks like—right from signing in to submitting your documents.

<div />

<div />

<iframe />

### What To Expect Next

1. You’ll receive a secure link by email to start your transaction.
2. The process will take just 5–10 minutes. We’ve designed it to feel simple and intuitive.
3. As soon as you’re done, fund managers will be notified automatically—no extra steps required on your end.

### Need Help?

If something isn’t working or doesn’t make sense, contact us at [portal@angellist.com](mailto:portal@angellist.com) and we’ll assist you right away.


# Overview
Source: https://support.angellist.com/investor-help/overview



<CardGroup>
  <Card title="New to AngelList Digital Subscriptions?" icon="newspaper" href="/investor-help/new/new-investor">
    Click here if this is the first time you've ever used Digital Subscriptions to fill out investor paperwork.
  </Card>

  <Card title="Account & Settings" icon="user-gear" href="/investor-help/account/index">
    Click here if you have questions about your account like password resets or errors.
  </Card>

  <Card title="Subscription Documents" icon="file-lines" href="/investor-help/subscription-documents/index">
    Click here if you have questions about how to fill out a Transaction.
  </Card>
</CardGroup>


# Can I change my investing entity name and type?
Source: https://support.angellist.com/investor-help/subscription-documents/change-investing-entity

Changing your entity info before submitting your transaction

## Before you submit your Transaction

While filling out a document (Transaction) in Digital Subscriptions, you can change your entity name and type at any point *before* you sign and submit.

<Warning>
  **Please Note:** The questions on the document are dynamic to the type of entity you're investing through. Changing your entity *type* may trigger additional questions or remove unnecessary answers you have already provided.
</Warning>

<Frame>
  <img alt="Clean Shot 2026 07 16 At 09 43 54" />
</Frame>

### What if you already submitted your Transaction?

If you've already signed and submitted your Transaction, the ability to edit your entity becomes locked. You will either have to ask the contact at the fund to send a revision request back to you or email us at [portal@angellist.com](mailto:portal@angellist.com)


# Where do I find the fund managers contact information?
Source: https://support.angellist.com/investor-help/subscription-documents/contact-information

A firms information can be found within the associated Transaction

Enter the Transaction where you want to see the fund managers information. Click on the **Contact** button on the top-right corner:

<Frame>
  <img alt="Fund Manager Contact Info Pn" />
</Frame>


# How do I copy my saved information into a new Transaction?
Source: https://support.angellist.com/investor-help/subscription-documents/copy-saved-info



When you are beginning a new Transaction, you'll receive a prompt to copy any saved relevant fields into the new document. Here is a walkthrough on how:

<Frame>
  <iframe />
</Frame>


# How do I invite a team member or 3rd party into the Transaction?
Source: https://support.angellist.com/investor-help/subscription-documents/invite-team-member

Inviting other members into your Transaction to help complete it

If you need help from a third party to finish your Transaction, try inviting them into Digital Subscription!

<Warning>
  With this invite flow, you can designate someone as the **authorized signatory** for this specific Transaction and/or all of the Transactions you’re associated with.
</Warning>

Follow this guide on how:

<Frame>
  <iframe />
</Frame>

### Finish a Transaction started by your team member:

Here is an interactive walkthrough from the perspective of an invited team member finishing a Transaction:

<Frame>
  <iframe />
</Frame>


# Where to find your signed documents
Source: https://support.angellist.com/investor-help/subscription-documents/signed-documents

Your signed documents will live on the Files tab within a Transaction

Once you’ve signed and submitted your Transaction, you can find your signed documents on the **Files** tab on the Transaction dashboard.

<Frame>
  ![](https://res.cloudinary.com/djp21wtxm/image/upload/v1732137097/CleanShot_2024-11-20_at_16.09.46_pqyrkw.gif)
</Frame>

<Tip>
  If your fund manager is counter-signing your subscription documents, check back in after your Transaction is in the **Confirmed** status to download the fully executed copy.
</Tip>


# Start a Transaction for Someone Else
Source: https://support.angellist.com/investor-help/subscription-documents/start-transaction-for-someone-else



If you are an assistant, fund advisor, or another team member who is looking to start a transaction on behalf of an investor, please follow the below instructions when completing for an Individual Investor.

<Frame>
  <iframe />
</Frame>


# Transaction Statuses
Source: https://support.angellist.com/investor-help/subscription-documents/statuses

What do the different transaction statuses mean?

Here is a list of the standard transaction statuses you will find across Digital Subscriptions:

<Note>
  Depending on your onboarding process, we are able to change these status names. We can review that during implementation.
</Note>

<AccordionGroup>
  <Accordion title="Created" icon="galaxy">
    A transaction is in the **Created** status when an investor has started a transaction via the funds public link but has not started filling any information out yet.
  </Accordion>

  <Accordion title="Invited" icon="envelope">
    A transaction is in the **Invited** status when an investor has been sent a private email invite to a transaction but has not started filling any information out yet.
  </Accordion>

  <Accordion title="Pending Investor" icon="pencil">
    A transaction is in the **Pending Investor** status once an investor has started filling their information out but has not completed or signed the documents.
  </Accordion>

  <Accordion title="Submitted" icon="inbox-in">
    A transaction is in the **Submitted** status once all the information has been filled out and/or the documents have been signed. This status indicates the fund manager has not opened the transaction and begun reviewing for accuracy and completion.
  </Accordion>

  <Accordion title="Pending Review" icon="glasses">
    A transaction is in the **Pending Review** status when the fund manager has opened the transaction after it’s been submitted and/or documents have been signed. The fund manager will then conduct their unique review process and either request for more information, corrections, or mark it **In Good Order**.
  </Accordion>

  <Accordion title="Pending Revision" icon="eraser">
    A transaction is in the **Pending Revision** status after a fund manager sends the transaction back to the investor to request a revision. If a fund manager finds a mistake, needs clarification, or requests more information, they will send a revision request back to the investor. After the investor has provided the revision, the status will revert back to ***Pending Review.***
  </Accordion>

  <Accordion title="In Good Order" icon="check">
    A transaction is in the ***In Good Order*** status when the fund manager has reviewed the information submitted and finds it satisfactory.
  </Accordion>

  <Accordion title="Confirmed" icon="check-double">
    A transaction is in the ***Confirmed*** status once the fund manager has accepted the the submission. This acceptance may or may not involve a counter-signature by the fund manager.
  </Accordion>
</AccordionGroup>


# Transaction Dashboard
Source: https://support.angellist.com/investor-help/subscription-documents/transaction-dashboard

This guide explains what you will find after opening up a Transaction. Here you'll see everything from reference documents (e.g. LPAs, PPMs, etc), action buttons to start filling out your documents, fund manager contact information, your own entity information, and more!

### Click-through Guide

Explore this guide below for a walkthrough of the Transaction dashboard.

<Frame>
  <iframe />
</Frame>


# How do I invite a Team Member to my Investor Portal?
Source: https://support.angellist.com/invite-team-member



If you need to include a new member in your investor portal, try sending them an invite!

<Warning>
  With this invite flow, you can designate someone as the **admin** for your Organization or adjust their **permissions** based on specific vehicles.
</Warning>

Follow this guide on how:

<Frame>
  <iframe />
</Frame>


# How to reset your password
Source: https://support.angellist.com/platform/reset-password



You can reset your password by visiting [this link here.](https://venture.angellist.com/v/forgot)

You will need to enter your email address where a temporary password will be sent.


# Settings
Source: https://support.angellist.com/platform/settings

Explaining your settings under the "Organization" left sidebar tab

## Team

On the **Team** tab, you will find everyone who has been invited into your organization. Everyone here will have full edit access to each Transaction and Template.

### Permissions

* **View and edit** - This member has full access to the dashboard, including data rooms if enabled.
* **Manage team members** - This member has the same permissions above with the additional ability to invite more team members into the organization.

<Warning>
  You can designate someone as an authorized signatory when inviting them into the dashboard. They will have the ability to [counter-sign documents](/digitalsubs/transactions/counter-signatures) if you have it enabled.
</Warning>

### Status

* **Active** - This member has accepted the email invite.

* **Invited** - This member has not accepted the email invite yet.
  * You can remove an **Invited** team member with this status to block them from joining the organization.

### Removing team members

Please email us at [portal@angellist.com](mailto:portal@angellist.com) if you need to remove a team member from the dashboard.

## Settings

### Details

Here you can edit your organization details that appear across your investor-facing products, like your Transact, Data Room, and Investor Portal pages.

### Entities

The entities listed here should be the legal entities you are sending transactions from and associating Investor Portal entities/people with.

<Warning>
  There is nothing that can be edited on this tab.
</Warning>


# Universal Directory Definitions
Source: https://support.angellist.com/platform/universal-directory

Understanding the difference between your Directory Entities & Directory People

## Directory

On the leftside navigation bar, the **Directory** dropdown menu is available with the options below. This **Directory** is a collection of investor entity profiles and accounts (emails) of everyone who has interacted with your Investor Management products like Digital Subscriptions, Data Room, Investor Portal, and/or Compliance CRM.

<Warning>
  The screenshots below are for Investor Portal customers who have the ability to manually create new Directory Entities and People, bulk upload documents into Directory Entities, and review investments/holdings data.

  Please contact us at [portal@angellist.com](mailto:portal@angellist.com) if you're interesting in seeing more of the Investor Portal.
</Warning>

<Frame>
  ![](https://res.cloudinary.com/djp21wtxm/image/upload/v1733852987/i1050x896-Ah2riv6khVLp_ea0xxk.png)
</Frame>

### Directory Entities

A Directory Entity is a record of an investor entity profile that is defined by it's legal name and entity type. Examples of entity types include: Individual, Trust, LLC, IRA, etc.

These records are created the following ways:

**Digital Subscriptions:** Automatically when an AngelList account starts a Transaction via one of *your organization's* Templates and creates a new entity or selects an existing one. That entity will be recorded as a Directory Entity in your directory.

**Portal:** You can manually create Directory Entities via the **New entity** button if you have purchased Investor Portal.

<Frame>
  ![](https://res.cloudinary.com/djp21wtxm/image/upload/v1733853562/i1600x670-pHY_9FNoPmCl_fwhhny.png)
</Frame>

### Directory People

A Directory Person (People) is a record of an investor's AngelList account tied to a specific email.

These records are created the following ways:

**Data Room:** Whenever a visitor in your Data Room is privately invited in or visits via a *Verified Link* level security Access Link.

**Digital Subscriptions:** Whenever an AngelList account user creates a new Transaction. *Note:* If someone starts a Transaction on behalf of someone else, they are both created as Directory People and associated with that Directory Entity.

**Portal:** You can manually create a Directory Person via the **New person** button if you have purchased Investor Portal.

<Frame>
  ![](https://res.cloudinary.com/djp21wtxm/image/upload/v1733853685/i1600x726-zlyaI3aj-v7__qpe94a.png)
</Frame>


# Bulk Uploading Directory Entities & People in the Investor Portal
Source: https://support.angellist.com/portal/bulk-jobs/bulk-create-investors

Learn how to initiate a bulk upload of Directory Entities (investor profiles) and Directory People (associated contacts) in the Investor Portal. This guide gives you a high-level overview of the process and directs you to the in-app guide for detailed instructions.

## Overview

You can efficiently manage large sets of investor data in the Investor Portal by performing a **bulk creation of Directory Entities and Directory People**. This process is designed to streamline onboarding and contact management for your investor base.

<Steps>
  <Step title="Navigate to the Bulk Upload Tool" icon="upload">
    Within the **Directory** section of your Investor Portal, select **“Bulk Create”** to begin a new upload job. This will open an in-product guide with detailed instructions and templates.
  </Step>

  <Step title="Download the Reference and Upload Templates" icon="download">
    When you begin a new job, two files will be generated:

    * **Reference File (.xlsx):** Contains a snapshot of your current Directory Entities, Vehicles, and People for context.
    * **Upload Template (.xlsx):** A blank template where you can add new entities and associated contacts.

      <Tip>
        The in-product guide will walk you through how to structure this template correctly, including data formatting and required fields.
      </Tip>
  </Step>

  <Step title="Upload Your Populated Template" icon="repeat">
    Once your data is entered into the template:

    * Upload it directly through the bulk upload interface.
    * The system will validate your data and flag any errors.
  </Step>

  <Step title="Review & Confirm" icon="magnifying-glass">
    After uploading:

    * You’ll see a **confirmation screen** showing validation results.
    * You can **delete individual records** with errors while proceeding with the rest of your data.
    * This ensures you can move forward without needing a perfect file—clean up stragglers manually later.
  </Step>
</Steps>

## FAQ

<AccordionGroup>
  <Accordion title="How many rows or columns can I include in the spreadsheet?" icon="cloud-question">
    There is no limit to the number of rows or columns that can be included in the spreadsheet. You can upload as much data as necessary to meet your needs, as long as it adheres to the required structure and formatting guidelines.
  </Accordion>

  <Accordion title="Can I upload records in batches, or do I need to upload all data at once?" icon="glass-half">
    Yes, you can upload records in batches by providing multiple spreadsheets with different rows. This allows you to manage and upload your data incrementally instead of preparing and submitting all data at once. Each spreadsheet should still adhere to the required structure and formatting guidelines to ensure successful processing.
  </Accordion>

  <Accordion title="Can I invite people to the Investor Portal as part of this flow?" icon="people-pulling">
    Yes, if you include associated people in the upload subject, you can choose to send email notifications at the end of the upload process, inviting people to the entities you’ve newly associated them with.
  </Accordion>
</AccordionGroup>


# Bulk Uploading Documents to Directory Entities in the Investor Portal
Source: https://support.angellist.com/portal/bulk-jobs/bulk-upload-tool

Efficiently distribute documents to multiple investor profiles using the Bulk Upload feature. This guide provides an overview of the process and directs you to the in-app guide for detailed instructions.

## Overview

The **Bulk Upload** feature in the Investor Portal allows you to upload documents to multiple Directory Entities simultaneously, streamlining the distribution process for items like K-1s, capital call notices, and quarterly reports.

<Warning>
  If you want to upload a single file across every investor within a fund, you should upload that file directly into the [Vehicle](/portal/general/vehicles) instead of using this workflow.
</Warning>

<Steps>
  <Step title="Access the Bulk Upload Tool" icon="computer-mouse">
    Navigate to the **Directory** section of your Investor Portal and select **“Bulk Uploads”**. This will open the in-product guide, which provides detailed instructions and templates.

    You will then select a destination folder for your files to go, across every investor profile.
  </Step>

  <Step title="Prepare Your Files" icon="file-chart-pie">
    **Mapping Template:** Download the provided template to map each document to the correct Directory Entity. This Template provides you with all existing Directory Entity and Vehicle IDs.

    **Organize & Rename Documents:** Ensure each document is named appropriately to match the corresponding Directory Entity.

    <Tip>
      The guide within the product will walk you through **exactly** how to name your files. An example is also below in the FAQ section.
    </Tip>
  </Step>

  <Step title="Upload Documents" icon="upload">
    Use the interface to upload your ZIP file. The system will validate the files and mappings.
  </Step>

  <Step title="Review & Confirm" icon="magnifying-glass">
    After uploading, a confirmation screen will display the validation results.

    Address any errors by correcting the file names or mappings. You can remove errors and continue with the rest of the project. This allows you to manually upload errored files afterwards.

    Finish your upload!
  </Step>

  <Step title="(Optional) Send Notifications" icon="mailbox-flag-up">
    You can elect to send notifications to all contacts associated with the affected entities. here you can customize the email copy that everyone will see. Emails are sent from [portal@angellist.com](mailto:portal@angellist.com).
  </Step>
</Steps>

***

## FAQs

<AccordionGroup>
  <Accordion title="What access do the uploaded files have?" icon="universal-access">
    Uploaded files inherit the directory entity’s existing file access settings. If a file is being uploaded to a directory entity with no files, the default “view & download” access setting will be applied.
  </Accordion>

  <Accordion title="Can I create a new folder for this upload?" icon="folder-arrow-up">
    Yes. On the Upload settings step you may create a new folder for the Directory Entities you're uploading this batch of documents into.
  </Accordion>

  <Accordion title="What's an example of an acceptable file name?" icon="a">
    ```
    eId=de_YJAnxUNxhj~vehicleId=e_iaGqCeeC6Y~fileName=January 2024 Capital Statement~fileCategory=Tax~customerId=A3489247
    ```

    <Frame>
      ![](https://res.cloudinary.com/djp21wtxm/image/upload/v1733938756/i1244x844-gSdBxOT7Q6HI_kqteix.png)
    </Frame>
  </Accordion>

  <Accordion title="If I have errors on some files but not all, do I have to restart the whole process?" icon="brake-warning">
    No. During the Review & publish step, you may remove the specific error files and continue forward with the remaining. Here is an example:

    <Frame>
      ![](https://res.cloudinary.com/djp21wtxm/image/upload/v1733938850/i1600x985-lRYytD6Sw6T-_n20acf.png)
    </Frame>
  </Accordion>
</AccordionGroup>


# Frequently Asked Questions
Source: https://support.angellist.com/portal/general/faqs

Investor Portal FAQs

<AccordionGroup>
  <Accordion title="Who can see the files I've uploaded into a Directory Entity?">
    Only Directory People associated with the Directory Entity can view and download files.
  </Accordion>

  <Accordion title="How can I edit the name or type of a record?">
    Contact us at [portal@angellist.com](mailto:portal@angellist.com) to make any changes you believe necessary.

    When an investor accepts an invite into the Investor Portal they have the ability to change the entity's name so there may be a reason why it doesn't match your original input. This will be noted on the record like this:

    <Frame>
      ![](https://res.cloudinary.com/djp21wtxm/image/upload/v1733940510/i1140x422-elzMOxw8oY7I_al3bhe.png)
    </Frame>
  </Accordion>

  <Accordion title="How can I edit the available Template links on my home page?">
    Within the each Template's settings page you can edit it's visibility.

    <Frame>
      ![](https://res.cloudinary.com/djp21wtxm/image/upload/v1733861029/i1600x1208-nDDrZhHneu-9_vn2wit.png)
    </Frame>
  </Accordion>

  <Accordion title="How do I edit my home page?">
    Contact us at [portal@angellist.com](mailto:portal@angellist.com) to make edits to your home page. Below is a screenshot and list of items we're able to edit. Keep scrolling down this page to see how you can edit your Transact links and About section.

    * Custom banner
    * Welcome banner text
    * Contact info
    * Website link

    <Frame>
      <img alt="Clean Shot 2026 07 15 At 14 35 51@2x" />
    </Frame>

    ### How can I edit the available Template links on my home page?

    Within each Template's settings page, you can edit its visibility.

    <Frame>
      ![](https://res.cloudinary.com/djp21wtxm/image/upload/v1733861029/i1600x1208-nDDrZhHneu-9_vn2wit.png)
    </Frame>

    ### How do I edit my About section on the home page?

    Under your **Settings** tab within **Organization**, you have the ability to edit your Organization description.

    <Frame>
      ![](https://res.cloudinary.com/djp21wtxm/image/upload/v1733860834/i1600x790-hPjMlHzFF_9y_l0b03q.png)
    </Frame>
  </Accordion>
</AccordionGroup>


# AngelList Investor Portal
Source: https://support.angellist.com/portal/general/portal-general

Welcome to the Investor Portal help center!

The Investor Portal offers a branded, seamless way to engage investors and share documents—integrated with our other Investor Management tools under a single login.

### If you're looking for help:

<Icon icon="paint-brush" />  [How to customize the portal?](/portal/general/faqs)

<Icon icon="car-side" />  [What is a Vehicle?](/portal/general/vehicles)

<Icon icon="table-list" />  [What is in the Directory?](/portal/general/universal-directory)

<Icon icon="file-arrow-up" />  [How do I bulk upload files?](/portal/bulk-jobs/bulk-upload-tool)

<Icon icon="person-circle-plus" />  [How do I bulk create investor profiles?](/portal/bulk-jobs/bulk-create-investors)

<Icon icon="comments-question-check" />  [Frequently Asked Questions](/portal/general/faqs)

### If you're interested in learning more:

<CardGroup>
  <Card title="Investor Portal Product Page" icon="person-to-portal" href="https://www.angellist.com/private-markets/investor-portal">
    Click here to learn more about the product
  </Card>

  <Card title="Talk To Sales" icon="head-side-headphones" href="https://www.angellist.com/private-markets/contact">
    Click here to chat with sales
  </Card>
</CardGroup>


# Universal Directory
Source: https://support.angellist.com/portal/general/universal-directory

Breaking down the Directory drop down and how you manage your investors

## Directory

On the leftside navigation bar, the **Directory** dropdown menu is available with the options below. This **Directory** is a collection of investor entity profiles and accounts (emails) of everyone who has interacted with your Investor Management products like Digital Subscriptions, Data Room, Investor Portal, and/or Compliance CRM.

<Frame>
  ![](https://res.cloudinary.com/djp21wtxm/image/upload/v1733852987/i1050x896-Ah2riv6khVLp_ea0xxk.png)
</Frame>

### Directory Entities

A Directory Entity is a record of an investor entity profile that is defined by it's legal name and entity type. Examples of entity types include: Individual, Trust, LLC, IRA, etc.

These records are created the following ways:

**Digital Subscriptions:** Automatically when an AngelList account starts a Transaction via one of *your organization's* Templates and creates a new entity or selects an existing one. That entity will be recorded as a Directory Entity in your directory.

**Portal:** You can manually create Directory Entities via the **New entity** button if you have purchased Investor Portal.

<Frame>
  ![](https://res.cloudinary.com/djp21wtxm/image/upload/v1733853562/i1600x670-pHY_9FNoPmCl_fwhhny.png)
</Frame>

### Directory People

A Directory Person (People) is a record of an investor's AngelList account tied to a specific email.

These records are created the following ways:

**Data Room:** Whenever a visitor in your Data Room is privately invited in or visits via a *Verified Link* level security Access Link.

**Digital Subscriptions:** Whenever an AngelList account user creates a new Transaction. *Note:* If someone starts a Transaction on behalf of someone else, they are both created as Directory People and associated with that Directory Entity.

**Portal:** You can manually create a Directory Person via the **New person** button if you have purchased Investor Portal. View how to via the guide below.

<Frame>
  <iframe />
</Frame>


# Understanding Vehicles in the Investor Portal
Source: https://support.angellist.com/portal/general/vehicles

A Vehicle represents a fund or SPV entity within your Investor Portal. It serves as the central hub for connecting relevant entities, documents, and key stakeholders in one place.

### **What is a Vehicle?**

A **Vehicle** is an object in the Investor Portal that represents a **fund or SPV entity**. It provides a centralized space where you can view and manage everything tied to that entity, including:

* Connected **Directory Entities** (i.e., investor profiles)
* Associated **Data Rooms**
* Assigned **Authorized Signatories**

Think of it as the command center for that particular fund or SPV, giving you clear visibility and quick navigation across all its connected elements.

<Frame>
  <img alt="Vehicles Entities Pn" />
</Frame>

### **Uploading Fund-Level Documents**

The **Files** tab within each Vehicle lets you upload documents that apply at the fund level—such as:

* Investor letters
* Quarterly or annual financials
* General fund updates or announcements

Any **Directory Entity** connected to the Vehicle will automatically have access to these files, making it a simple way to distribute information broadly and securely.

<Frame>
  <img alt="Vehicles Uploading Files Pn" />
</Frame>

***

### **How to Create a Vehicle**

At this time, AngelList creates Vehicles on your behalf. If you need a new Vehicle set up, reach out to us at [**portal@angellist.com**](mailto:portal@angellist.com) and our team will assist you.

***

### **Note on Fund Structures**

We currently **do not support sub-level Vehicles**. For example, if you have a **master-feeder structure**, we typically break those out into **separate Vehicles** for each feeder (e.g., onshore, offshore, or tax-exempt entities).

This approach ensures clarity and alignment with the way investors are grouped and files are shared.