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Vault

Store company documents by category, add context and dates, and archive or delete them when you are done.

On this page

The Vault is the place for your startup's paperwork: incorporation papers, agreements, cap table exports, policies, pitch decks and financial records. It sits under Company in the sidebar. Documents belong to the active startup, so your cofounders see the same vault.

Browse your documents#

The left panel lists All Documents and eight category groups, each with a count:

  • Legal & Governance
  • Equity & Funding
  • Intellectual Property
  • Contracts & Agreements
  • Compliance & Regulatory
  • Strategic Documents
  • Financial Records
  • Other

Inside the groups there are more than 50 specific categories, such as Cofounder Agreement, SAFE Agreement, Privacy Policy and Pitch Deck. On small screens the category list is a separate pane that you reach with the Categories link.

At the top of the page you can search documents by title and description and switch between two layouts: Category and Timeline. The timeline groups documents by month using each document's relevant date, and marks milestone documents.

Upload a document#

  1. Select Upload.
  2. Drop a file onto the upload area or choose one. You can upload one file at a time.
  3. Fill in the details and select upload.

The details are:

  • Title, pre-filled from the file name.
  • Category, suggested from the file name when it matches a known pattern such as "cap table" or "NDA". You can change it.
  • Description and context note, both optional. The context note is meant for why the document matters to your startup.
  • Relevant date, which defaults to today.
  • Signed by all parties, a switch that sets the document's signature status to Fully Executed. Otherwise it is recorded as Unsigned.
  • Milestone document, a switch that flags important documents.

Supported files are PDF, Word (.doc, .docx), Excel (.xls, .xlsx), PNG, JPEG, GIF, plain text and CSV, up to 50 MB each. Other file types are rejected.

The signed switch only records what you tell it. FounderSync does not collect signatures on vault documents, and a Fully Executed label is not a legal record of signing.

Open a document#

Select a document to open its panel. PDFs and images preview in the panel. Other types show a Download to view button. The panel shows the signature status, category, description, context note, tags, file name, size, relevant date, upload date and version number.

From the panel you can:

  • Download the file.
  • Edit the title, description, context note and category. The file itself cannot be replaced, and the web app has no way to upload a new version of a document. Upload a new document instead.
  • Archive or delete it, as described below.

The Share button currently shows a "coming soon" message. Sharing a vault document with people outside your startup is not available yet.

Archive, restore and delete#

Archive hides a document from the normal views without removing it. Turn on Show archived at the bottom of the left panel to see archived documents, which carry an Archived badge. Open one and use the same archive button to restore it.

Delete is permanent. It removes the document and its stored file after a confirmation, and it cannot be undone. Archive instead if you might need the document later.

Agents and text documents#

The web app uploads files only. A connected AI agent can also create text and Markdown documents in your vault, up to 1 MB, and list, read, archive, restore and delete documents. You can open and download documents an agent creates like any other.