After agreeing on terms, submitting your investment is just a few clicks away. AngelList’s team will handle the back-office work, signing documents on your behalf and processing the wire transfer to the company, making the entire investment process seamless and efficient. Here’s a step-by-step:
Step 1: Agree on investment terms
Before you can submit your investment, make sure that all the terms are agreed upon with the company you're investing in. This includes details such as the investment amount, valuation, and any other pertinent terms.
Step 2: Submit your investment
Once the terms are finalized, you can submit your investment by following these steps:
- Go to the Overview tab on your fund dashboard on AngelList. Click the "Draft Investment" button. You can also go to the Investing tab on your dashboard and click the “Make Investment” button.
- Follow the prompts to fill out the form with the necessary details:
- Company Details: Provide the company name, country of incorporation, tax treatment, headquarters location, and description of the company.
- Investment Details: Select the investment instrument, the investment amount, and confirm if the investment aligns with your fund’s thesis. If applicable, disclose whether the investment includes crypto/token assets or non-convertible debt.
- Closing Information: Specify the closing date and whether you plan to run an SPV (Special Purpose Vehicle) sidecar deal for this investment. Include any notable co-investors if relevant.
- Conflict of Interest: Answer any questions about potential conflicts of interest, including prior relationships or financial interests related to the company.
- Once the form is filled out, you have the option to Save Draft or Submit Investment.
Step 3: Review by AngelList
After you submit your investment, AngelList will review the submission within 12 hours. You’ll receive an email notification once your investment is approved.
Step 4: Connect with AngelList's backoffice team
Once your investment is approved, you can choose to auto-connect AngelList backoffice with the portfolio company to initiate the closing process on your behalf. We will reach out to the founder with next steps once the investment is approved.
Alternatively, you can connect the company with AngelList’s backoffice team at lead@angellist.com. If you have an account manager, you can connect the company directly with them.
To view the details of the investment process, including a copy-able signature block and a draft email for communication, you can access these under the "Closing Instructions" section on the Investing tab for your fund.
Step 5: Signing investment documents and wiring to the company
For AngelList-advised vehicles, AngelList will sign the investment documents on your behalf. Once the documents are signed, AngelList will initiate the wire transfer to the company to complete the investment.