Uploading a document
1
Open the Dataroom
Navigate to Dataroom in the sidebar. You’ll see your document list and an upload area at the top of the page.
2
Drop your PDF
Drag a PDF file onto the upload area, or click Upload to open a file picker. You can upload multiple PDFs at once — Launchboard processes them in parallel.
3
Wait for classification
As soon as the upload is confirmed, Launchboard automatically classifies the document. The status badge changes from
DRAFT to PARSED once classification and extraction are complete.4
Review the extracted data
Click the document to open the Inspector panel. You’ll see the fields the AI extracted, organized by category. Review them before merging to the cap table.
What gets extracted by document type
Different document types produce different structured fields. Here’s what Launchboard extracts from each:SAFE
Incorporation documents / Charter
Board Consent
Stock Option Agreement
Bulk upload
You can drag multiple PDFs onto the upload area at once. Each document is classified and extracted independently. All uploaded documents appear in the Dataroom list where you can track each one’s status.Ambient Drop Zone
You can also drag a PDF directly onto a form — such as the Add Stakeholder or Add Share Class form — without going through the Dataroom first. Launchboard extracts the relevant fields from the document and pre-populates the form. Highlighted fields indicate values filled by AI. Review them, adjust if needed, then submit.Document Intelligence Chat
If this feature is enabled on your account, you can open a chat interface directly on any document in the Dataroom and ask questions about its terms in plain language — for example, “What is the valuation cap?” or “Who are the signatories?” The chat uses the document’s content as context.AI extraction is a starting point, not a final answer. Always review extracted fields in the Inspector before merging data to your cap table. Extraction accuracy is high, but legal documents vary and a human review step protects you from edge cases.