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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.

This guide walks you through the Launchboard activation funnel — from creating your account to minting on-chain tokens for your equity positions. Each step builds on the previous one, and Launchboard’s Home dashboard tracks your progress with a visual onramp panel so you always know where you are.
The full flow takes under five minutes for a simple cap table. More complex caps with many documents may take longer at the review step, since you verify AI-extracted fields before they merge.
1

Sign up and verify your email

Go to launchboard.xyz and create an account with your email address and a password. You can also use a magic link if you prefer passwordless login.After registration, Launchboard sends a verification email to the address you provided. Click the link in that email to confirm your account. You won’t be able to access the dashboard until your email is verified.
Use the email address associated with your company — this becomes the primary contact for your organization in Launchboard.
2

Set up your company

On first login, Launchboard routes you to the company onboarding form before showing the main dashboard. Fill in your company name, entity type (C-Corp, LLC, etc.), and jurisdiction. Delaware, USA is pre-selected as the default — change it only if your company is incorporated elsewhere.You also provide your role (founder, CEO, etc.) and your company’s founding year. This information shapes how Launchboard names and structures your cap table entities.Once you submit, Launchboard creates your organization and workspace and takes you to the Home dashboard.
3

Upload your documents

The Home dashboard opens with the onramp panel active at Step 1: Upload executed agreements. Click through to the Dataroom, then drag and drop your legal PDFs onto the upload area — or use the file picker.Upload the documents that define your current equity positions. Useful starting points include:
  • Certificate of incorporation and articles of incorporation
  • SAFE notes (post-money or pre-money)
  • Stock purchase agreements for founder shares
  • Board consents authorizing equity issuances
  • Option grant agreements
You don’t need every document at once. Launchboard processes documents independently, so you can upload in batches and come back to add more.Once uploaded, Launchboard automatically classifies each document (SAFE, incorporation doc, board consent, equity compensation) and queues it for AI extraction.
4

Review and merge extracted data

After extraction completes, each document moves to PARSED status and appears in the Dataroom with an Inspector panel. Open the Inspector to see the fields the AI extracted — investor name, principal, discount rate, valuation cap, share class, share count, vesting terms, and so on.Review each extracted field. If a field is correct, approve it. If something is wrong, you can edit the value before merging. Launchboard validates all extracted data against the OCF schema before allowing a merge, so structurally invalid data is caught before it touches your cap table.When you’re satisfied with the extracted data for a document, mark it as REVIEWED. Once all your documents are reviewed, the onramp advances to the next step.
Merging applies the extracted data to your live cap table — creating stakeholder records, securities, and share class entries as appropriate. This action is tracked in the audit log with a link back to the source document.
5

Configure share classes

With documents merged, Launchboard may have already created share classes from your extracted data. Go to Cap Table → Stock Classes to review them.If share classes are missing or need adjustment, create them manually. Define the class name (Common, Preferred Series Seed, etc.), the authorized share count, and any class-specific terms like liquidation preference or conversion ratio. At minimum, you need at least one share class before you can attest your cap table.
For most early-stage companies, you’ll have a Common class for founders and employees and one or more Preferred classes for investors. Option grants live under an Equity Plan, not directly in a share class.
6

Attest your baseline

Attestation is a formal confirmation that your cap table accurately reflects your company’s equity at a given point in time. It’s the checkpoint that unlocks tokenization.On the Home dashboard onramp, click Attest baseline. Launchboard asks you to confirm that the cap table data is accurate and that the underlying documents are executed and in effect. Once you confirm, Launchboard records an attestation event against your organization.You can re-attest at any time to mark a new baseline — for example, after a priced round closes.
7

Tokenize ownership

With your cap table attested, you can mint SPL tokens on Solana to represent each equity position on-chain. From the Home dashboard, click Tokenize ownership in the onramp panel.Launchboard validates your cap table against the OCF schema one final time, then mints tokens for each security. Each token maps to a verified position: one stakeholder, one share class, one quantity. The resulting transaction hash is stored on the security record and visible in the Dataroom Inspector under the document’s seal hash.
Tokenization requires a completed attestation. If the attest step is not marked complete, the tokenize button remains locked.
Once tokenization finishes, your ownership records are cryptographically verifiable on-chain. The onramp panel displays Your cap table is verified.

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What’s next

Your cap table is now live, attested, and tokenized. From here, you can:
  • Invite stakeholders — send employees, investors, and advisors access to view their holdings and sign documents. See Members and access.
  • Issue new securities — grant stock options, issue new shares, or record a SAFE. See Cap table overview.
  • Generate reports — export ownership summaries and dilution analyses for investors or due diligence. See Reports.
  • Explore the API — manage your cap table programmatically. See API reference.