ShareSign

Prepare e-signature agreements, organise virtual data rooms (datarooms) and review cap tables in Claude. ShareSign helps founders, finance teams, advisers and fund managers prepare fundraising and everyday business work. Agreements and digital signatures: prepare an unsent draft from a template or PDF, correct recipients and fields, or propose agreement text for human review with separate authoring access. Resume saved work after an interruption. Each person reviews and confirms their own electronic signature in ShareSign. Data rooms and due diligence: prepare a private room plan with folders and a checklist, research documents with file and page citations, review diligence questions and recorded viewer activity, and choose a private filing destination for a completed agreement. Confirm room creation, filing and sharing in ShareSign. Cap table management: prepare share or option imports from supplied CSVs, recover a saved captable preparation, review recorded ownership and calculate hypothetical financing rounds. Review mapped data and confirm any import in ShareSign; a scenario changes no equity. Closings, deals, funds, accelerator cohorts and client onboarding: review recorded blockers and gaps, follow source links and prepare next steps for human action. Available workflows depend on your approved permissions, business plan and role. Assistant access is included on Free, Pro and Business, with no trial expiry. Your document, room and storage limits apply; premium features retain their plan requirements. You choose the business and permissions. Existing connections gain no new access automatically. Choose a first task and check access: https://sharesign.co/settings/assistants/workflows. Cap table review steps: https://sharesign.co/docs/cap-table#assistant-preparation.