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Prepare
Business setupDocument checklistData roomNotes

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Docs/Prepare/Business setup

Business setup

Legal structure and country of registration. Dashboard counts this as a core. Finish it before you treat a round as started.

What it is

Business Setup is the formation pass under Prepare. Structure, registration country, and the related facts Organization also shows. The sidebar can badge remaining items. Dashboard shows Open business setup until the core is complete.

This is not the full Organization page. It is the slice that unlocks the rest of a raise. After it is done, keep Organization current as officers, minute book, and annual return change.

What you see

Prepare

Business setup

Remaining
  • Legal structureWhat you formed. Dashboard treats this as a core.
  • Country of registrationShould match Organization. Moxie can propose formation details if you ask.
Business setup. Legal structure done. Country of registration still remaining.

Narro

DashboardMoxieOrganizationInvestment ProfileFinancialsData RoomFundraising Rounds

Dashboard

Your company

Ask Moxie

Next steps

Investment profile

Name, country, industry, stage, summary, and founder identity.

Complete investment profile

Business setup

Legal structure and country of registration.

Open business setup

Pitch deck

The only required diligence upload before a round can start.

Upload pitch deck
Dashboard. Business setup is one of three equal next-step cards.

How you finish it

  • Open from Dashboard or the sidebar. Fill legal structure and country of registration.
  • Confirm Organization. The same facts should still match on the record page.
  • Then the other cores. Investment profile and the pitch deck still have to be done before a round can start.

Ask Moxie

Help me update our legal name or formation details is a starter Moxie already offers. It will propose a write. You still Approve.

OrganizationThe full identity page this setup feeds.WorkspaceDashboard cores, including this one.
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