Onboarding

Note: This process applies to startup founders. For investors and employees, our platform is always free — details below.

1️⃣ Log in to our web app

You can onboard yourself anytime through our web app — no appointment needed. Just click the green login button at the top right of our website.

2️⃣ Choose your plan

Decide which product you want to use — for example Fundraising or Employee Participation (Token Option Plan) — and complete your plan directly on the platform. As part of onboarding, a short identity check (KYC) is required; have your ID and the required documents ready.

3️⃣ Schedule a call with our Customer Success team, if needed

For a personal onboarding session, marketing best practices, and support setting up your account, you can book a call with our Customer Success team anytime. Book your call.

That's it — you're ready to go: generate your Invest Now Button, create vesting plans, or activate your community.

For investors and employees

For investors and employees, using our platform is always free. You don't need to choose a plan — simply log in, complete your onboarding (providing your details, etc.), and start using the platform right away.