Syncing with Clerky

Welcome, Clerky Customer!

Once you have formed your company and issued founder’s stock, you may want to use a tool to keep track of, visualize, and share the capitalization status of your company. Captable.io is such as tool. Captable.io also helps you model future financing and exit events.
If you want the Captable.io staff to populate your cap table based upon your Clerky documentation, simply give them reviewer status by ADDING Captable.io (email: clerky@captable.io) to your REVIEWERS. Captable.io then will contact you within two business days about entering your data into Captable.io and creating an account. Or you can do this yourself today by creating an account at Captable.io and entering your data.
Note, while Captable.io will do our best to make sure your cap table data is entered accurately, we do not at present guarantee the accuracy of this data. You should review your data on Captable.io after we create your account. You can also have a third-party (such as your lawyer) review your data by using the SHARING feature on Captable.io.

Availability

Captable.io integrates with Clerky. If you start your investment documents in Clerky, you can pull them into Captable.io so you don't have to enter them twice. This feature is available for the following YC batches:

  • W18
  • S18
  • W19
  • S19

How-to

To Pull from Clerky, simply click the Quick Create '+' icon on the left panel and select Pull from Clerky

To enable this feature, set your accelerator to YC, then set a YC batch. Here are the instructions.

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Typical Workflows

Since Captable.io is your cap table single source of truth, companies typically create investments in Captable.io, then attach documents generated by other systems to their investments. If you are creating your investments in Clerky first, come back to Captable.io and do Pull from Clerky to keep Captable.io in sync. You will need to Pull from Clerky to sync new edits and investments added to Clerky.

Clerky Support

Clerky support is available at help.clerky.com and support@clerky.com.

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