Account Creation
To create a Mantle account, register your company here.Logging In
Overview You can sign into your Mantle account from withmantle.com by clicking Log in. Once you’re at the login page, enter the email address associated with your Mantle account. You’ll receive an email with a secure link to log into your account. If you’re still experiencing issues, reach out to us at [email protected].Uploading Documents
After signing up for Mantle using the company registration page, you’ll receive login details from a member of our team once your account is ready. The next step is to upload your company’s legal documents to the Data Room. These documents are essential for our team to accurately build your cap table. Uploading your materials promptly ensures a smooth and efficient onboarding experience. What to Upload- Your initial certificate/articles of incorporation and all amendments
- Copies of all equity incentive plans, including amendments
- Executed documentation for all securities issued, including: Founder Stock Purchase Agreements, Preferred Stock Purchase Agreements, Convertible Note Agreements (including SAFEs), Warrants, Notice of Grants and/or Option Agreements, Exercise Agreements, RSU Agreements, or RSA Agreements
- Your existing cap table, if any, in any spreadsheet form
- All board and stockholder actions (minutes and consents) relevant to the issuance of securities (including options and SAFEs)
- Executed copies of stakeholder agreements related to voting, transfer restrictions, preemptive or preferential rights to acquire securities, rights of first refusal, registration rights and market stand-offs
- Copies of the certificates including legends, if securities are represented by certificates (including electronic certificates)
- List of terminated stakeholders, including termination date and reason (e.g., voluntary, involuntary, for cause, death/disability, retirement)
- Any documentation regarding vesting acceleration for any security, including due to a change of control
- Any side letters or other documentation granting “most favored nation (MFN)” (or similar) rights related to the issuance of securities
- All 409A valuation reports
1
Go to the Data Room Tab
From your dashboard, click the Data Room tab in the sidebar.
2
Click Upload Files
You’ll see an Upload Files button at the top right of the screen. Click it to get started.
3
Upload Your Files
Select files from your computer. Mantle supports PDFs, Excel spreadsheets, and other common formats.
4
Confirm Everything is Uploaded
Double-check that you’ve included all documents covering your company’s full equity history.
5
Click Ready for Review
Once all documents are uploaded, click the Ready for Review button to notify the Mantle team.
- The Mantle team will begin your cap table setup based on the uploaded materials.
- You’ll receive updates or requests if additional information or clarification is needed.
- Once your cap table is complete, we’ll notify you via email.
Access Roles
Mantle offers three levels of access for users:1
Full admin
Can view and edit all company information
2
View-only admin
Can view all company information
3
Stakeholder
All stakeholders will have access to view their own profile and associated securities. They will not be able to see any other company information.
Adding Company Admins
1
Log in
Navigate to the Mantle login page: equity.withmantle.com/login
2
Access Admin Access Section
On the left sidebar, click Admin Access.
3
Add Admin
Click the Add Member button located in the top right corner.
4
Enter Admin Details
Fill in the member details.
Select which level of access you’d like to assign them.
5
Create Admin
Click the Add member button to save.
Adding Stakeholders
1
Log in
Navigate to the Mantle login page: equity.withmantle.com/login
2
Access Stakeholders Section
On the left sidebar, click Stakeholders.
3
Add Stakeholder
Click the Add Stakeholder button located in the top right corner.
4
Enter Shareholder Details
Fill in the necessary information for the stakeholder and the option grant itself.
5
Create Shareholder
Click the Create button.
Introducing Mantle to Stakeholders [email template]
Recommended next steps to introduce Mantle to stakeholders
Stakeholder Onboarding Tips
Welcome Email Template
A personalized email introducing Mantle and why the stakeholder is being invited
Step-by-Step Login Guide
How to log into Mantle
Viewing Your Equity Holdings
Help center article on viewing equity holdings
How to Exercise Options
Help center article on exercising options
Support Contact
Reach out to us at [email protected] for any inquiries or support needs