Workflows

• Add a Partner to your Account
  Allow a PaperOS partner access to your account to facilitate collaboration and access partner-specific workflows.

Entity

• Corporate Transparency Act & Beneficial Ownership Reporting
  You can use this workflow to complete your Beneficial Ownership Information Report in order to comply with the Corporate Transparency Act.
• Entity Formation
  Form your new entity, or upload your documentation for an existing identity.
• File a DBA for your entity
  Register a "Doing Business As" name for your company.
• What State should you choose for your Entity Formation?
  Consider some of these factors when selecting what state to form your entity in.

Equity

• Equity Incentive Plan Amendment
  We can help you increase the number of shares in your equity incentive plan, as well as obtain the needed consent for the amendment.
• Equity Repurchase Agreement Workflow
  Repurchase company equity and update your CAP table using our workflow.
• Exercise Options Workflow
  After you vest your options, you can use this agreement to convert your options into shares by purchasing them from the company.
• Issue Equity (LLC)
  You can use this workflow to issue and manage your LLC's equity and keep your CAP table up-to-date.
• Issue Stock Options (Corporation Only)
  You can issue stock options from your option pool using the workflow on PaperOS.
• Issue or Upload Equity (Corporations)
  Issue equity in your corporation with restricted or non-restricted equity purchase agreements.
• Profits Interest Plan (LLC only)
  Generate an Equity Profits Interest Plan for your Company.
• Stock Option Plan (Corporation Only)
  Securely create and issue incentive stock option pools using our workflow.

Financing

• Authorize Convertible Financing
  Generate the Term Sheet and Board Consent to prepare for a financing round. This workflow is a prerequisite to sending convertibles to your Investors.
• Execute Convertible Financing
  After you've completed your Term Sheet and Board Consent via the Prepare SAFE Financing workflow, you can use this workflow to add your investors and send the SAFE documents out for signature.
• Form D Filings
  What Form D's are and how we at PaperOS can help with them
• Onboard LPs with an Investor Portal (506 (b) and 506 (c))
  Set up an investor onboarding portal to collect subscriptions and verify investors.
• Preferred Stock Financings
  Prepare your Preferred Stock Financing by generating your term sheet, board and stockholder consents, and signature packets. You can also upload final documents here.
• Send a Capital Call to your LPs
  Draw committed capital from your LPs when you're ready to invest.
• Simple Promissory Note
  Issue a promissory note for the financing of your company via our workflow.

Financings

• Assignment and Assumption Agreement
  Generate an Assignments and Assumption Agreement.

Governance

• Board Consent Language Examples
  Please see the examples of board consent language below:
• Charter Amendment (Corporation Specific)
  Amend your company name or increase authorized shares with this workflow. Generate the correct documents and submit the filings.
• Director Appointment
  By using the Director Appointment workflow on PaperOS, you can generate the necessary board and stockholder consents needed to appoint new board directors.
• Director or Officer Resignation
  By using the PaperOS workflow, you can send a resignation letter for a director or officer that is leaving their position.
• Officer Appointment
  Appoint additional officers to your company with board consent and send an Indemnification Agreement via our PaperOS Workflow.

Partnerships

• Letter of Intent
  We can provide you with customizable letter of intent that describes a preliminary agreement for a relationship between your company and another party.
• Send an NDA
  Generate and Send an NDA using our workflow.

Team

• Employee Offboarding
  You can use this workflow to professionally navigate the offboarding process for employees. PaperOS helps to generate the appropriate documentation for termination and equity adjustments.
• Onboard Employees
  Smoothly onboard new employees with the necessary documents that help to protect your employees and your company.
• Onboard an Advisor
  You can onboard your advisors by generating the necessary advisor agreements using the Workflow on PaperOS.
• Onboard an Independent Contractor
  You can use this workflow to generate an independent contractor agreement for each of your contractors.
• Statement of Work
  By using the workflow on PaperOS, you can generate a "Statement of Work Governed by an Independent Contractor Agreement" or a "Master Services Agreement".