Read the ongoing obligations

Depending on the terms, investors may have information, participation, consent, or board rights. Identify what must happen regularly and before major decisions.

Update the company records

Store signed documents, record issuances and conversions, and reconcile the cap table. Set reminders for contractual obligations and corporate actions.

Adjust the decision process

Make sure the team knows which matters need board, stockholder, or investor approval. Future grants and transactions should use the post-financing governance structure.

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