Navigate Equity Round with Ark

Equity rounds are complex and involve many moving parts. To help you do it right, Ark’s dedicated AI Agents are trained to guide you through the process. Let’s explore how Ark can help you with just that.

When you’re on the homepage, click Startup Journey in the sidebar. If the sidebar is closed, click the three-line icon in the top-left corner to open it.

Then, click the magnifying glass icon. A list of topics will appear.

You can scroll through the list or type First Funding Round/Equity Financing - Term Sheet/ Equity Financing - Finalizing the Transaction in the search bar.

First Funding Round has two sub-folders for Equity Financing:

• Equity Financing - Term Sheet → Use this folder to discuss term sheet received or sent

• Equity Financing - Finalizing the Transaction → Use this folder to discuss the equity financing round after the term sheet phase

Selecting First Funding Round/Equity Financing - Term Sheet/ Equity Financing - Finalizing the Transaction will take you to the relevant folder in the journey.

An untouched topic will be labeled ‘Start Now’. Once the topic is in progress, it will be labeled ‘Continue’, and after at least one document has been created, it will be labeled ‘Review’.

Then, create a new project by clicking the plus button. If you already have one, simply select it. Each project has its own dedicated context — meaning the AI will only reference information discussed within that specific project, avoiding any “context pollution.” For example, you can explore different strategies without overlap.

After creating a project, you can start by sending a message in the chat. Your dedicated AI Agent will answer your questions and guide you through a focused discussion on your Equity Financing Round.

You can chat with agents in each folder using three different options:

1. Consult Partner – This is the default option. It’s a free discussion with the AI Partner dedicated to the folder you’re in. You can also ask the AI to generate documents for you.

2. Analyze Document – This option allows you to upload documents you’ve created or received from stakeholders (for example, an investor) and get an analysis, such as a list of insights or a risk assessment to the received document.

3. Teach Ark – This option lets you teach Ark new information about your company. Everything Ark knows about you is managed in the Company Profile. By selecting Teach Ark, you can upload documents or share information in the chat that you’d like Ark to learn

There are many topics you can discuss with the AI Agent of both folders. We recommend starting with one of the following examples:

• What are some common pitfalls to avoid when planning my Equity Round?

• What is the difference between a SAFE and an Equity round? Which one is best for me?

• What is important to note when receiving or creating a Term Sheet in an Equity Round?