What documents are needed to complete my sale?
We’ll send you a short list of documents and information we need to review for our standard diligence. The purpose of our diligence is meant to answer two questions:
Do you own your shares?
What needs to happen in order for you to sell your shares to a third party?
Typically, these documents include your Stock Certificate (if your company issues one), a signed Option Exercise Notice, and/or a signed Shareholders Agreement.
We will not ask you for sensitive company information. We will review your ownership documents to (i) verify your ownership and (ii) verify that your participation on our platform does not create any issues in respect of agreements you have in place with the company.
Why do I need my Grant Documents?
In order to determine whether or not your equity is transferrable and can be sold, we'll need to review your shareholder documents.
What if I don’t have all of the documents requested?
The documentation we request is typically found in the cap table management software used by the company whose shares you wish to sell (typically Carta or Shareworks). If you can't locate all of the documents requested, don't worry - just upload all that you can, and if we are able to source a deal for you, a member of our team can work with you at that point to help you source the remaining necessary documents.