When you upload a PDF to the Dataroom, Launchboard automatically classifies the document type and extracts the structured cap table fields it contains. The result is a set of structured data — investor names, investment amounts, share counts, vesting schedules — ready for you to review before it touches your cap table.Documentation Index
Fetch the complete documentation index at: https://docs.launchboard.xyz/llms.txt
Use this file to discover all available pages before exploring further.
Uploading a document
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.
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.
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.What gets extracted by document type
Different document types produce different structured fields. Here’s what Launchboard extracts from each:SAFE
| Field | Description |
|---|---|
| Investor name | The name of the investing party |
| Investment amount | The principal invested |
| Valuation cap | The maximum valuation at which the SAFE converts |
| Discount rate | The percentage discount applied at conversion |
| MFN clause | Whether a most-favored-nation clause is present |
Incorporation documents / Charter
| Field | Description |
|---|---|
| Company name | Legal name of the entity |
| Authorized shares | Total shares the company is authorized to issue |
| Par value | Par value per share |
| Jurisdiction | State or country of incorporation |
Board Consent
| Field | Description |
|---|---|
| Authorized action | The action approved by the board |
| Signatories | Names of the approving board members |
| Date | Date of the resolution |
Stock Option Agreement
| Field | Description |
|---|---|
| Grantee | The employee or service provider receiving the grant |
| Shares | Number of options granted |
| Exercise price | The price per share to exercise the option |
| Vesting schedule | Cliff, duration, and vesting cadence |
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.