How to use Struck

Running a raise

The dataroom, investors, signing, payment and completion.

• GuideStart a raiseCreate the raise from Fundraising in the company's sidebar, choose the instrument and the size, and land on Raise steps.Read the guide
• GuideSet up a dataroomBuild the folders investors expect, add the documents, and decide what sits in front of the NDA and what sits behind it.Read the guide
• GuideControl who sees what in the dataroomInvestor groups, the folder grid, per-document grants, the teaser tier and the NDA gate: the controls that decide what each investor can open.Read the guide
• GuideReview your dataroom before investors doRun the room review, work through what it finds, and run it again after fixing documents, so investors meet a room that agrees with itself.Read the guide
• GuideImport documents from Google Drive or DropboxBring files into the dataroom straight from cloud storage, with the same review step as an upload.Read the guide
• GuideInvite investors to a raiseClear the readiness checks, then invite people from your contacts, a pasted list or by hand, each into the right group.Read the guide
• GuideQualify investors under s708Record each investor's classification, get the accountant's certificate where one is needed, and keep the raise inside the 20-investor and $2 million caps.Read the guide
• GuidePrepare the legal packLock the terms, name who signs for the company, set the receiving account, and turn the lawyer's subscription agreement into the pack every investor signs.Read the guide
• GuideAllocate and send packs for signatureTurn indications into allocations, confirm them by email, then generate and send each investor's pack.Read the guide
• GuideCountersign and record paymentsMake each subscription binding with the company's countersignature, then track the money as it reaches the company's own account.Read the guide
• GuideComplete the raise and issue sharesStart the close, write the new holders onto the register with their certificates, and work the statutory checklist to the end.Read the guide
• GuideTake applications into a fundAdd the fund, set up its standing offer with a minimum and dealing dates, accept each application, and hand the ready ones to the fund administrator.Read the guide

The company's records

The register, the ESOP, updates, statements and compliance.

• GuideSet up the company and import its registerCreate the company, bring in the existing cap table from a spreadsheet, and invite the team.Read the guide
• GuideKeep the register currentRecord an issue, a transfer, a buy-back or a cancellation, and correct a mistake without rewriting history.Read the guide
• GuideRecord option grantsSet up the option pool, record each grant or import its letter, and exercise options onto the register.Read the guide
• GuidePost an investor updateSend news to everyone on the register, or to everyone with access to the company profile.Read the guide
• GuideProduce year-end holding statementsOne statement per holder for each completed income year, drawn from the register.Read the guide
• GuideTrack statutory dates and lodge Form 484Record the officers, keep the minute book, draft the ASIC form from the register, and let the calendar count the days.Read the guide

For advisors

Raises across a firm, its investors, earnings and licensing.

• GuideKeep a due diligence file on a clientRecord who a client company is, who owns and controls it, their ID and PEP answers, a sanctions screening and the risk, then sign the file off.Read the guide

For investors

Your profile, invitations, holdings and executed documents.

• GuideAccept an invitation and investFrom the invitation email to money sent: the NDA, your profile and certificate, the amount, the pack you sign and the payment you make.Read the guide

Your account

Personal settings and the workspace calendar.