Funding Rounds
Create and manage funding rounds, check round readiness, configure ASA or priced round terms, prepare documents, invite investors, and track commitments through to closing.
By Undo1 author5 articles
- Funding Rounds: How to read the rounds dashboardTrack active, completed, and draft rounds from one place, including raise progress, investors, valuation, and document status.
- Round readiness: How to check what needs to be ready before launchReview the readiness score, missing prerequisites, document checks, and cap table warnings before opening a round.
- Create Round: How to choose the round type and set the termsStart a new round, choose the structure, and enter the commercial terms Undo needs to prepare the workflow.
- ASA rounds: How terms, approvals, investors, and payments workConfigure an ASA round, prepare approvals, create investor ASAs, and activate the round when everything is ready.
- Active rounds: How to manage investors, documents, commitments, and signingOpen an active round to invite investors, share the Data Room, generate documents, and follow commitments live.