Unified Startup Enablement & Growth Platform

Get Your Startup Fully Operational in Under an Hour

Corpfy Onboarding is a guided setup checklist that walks you through configuring your workspace — company profile, founder details, cap table, compliance calendar, and integrations. The step-by-step wizard reduces time-to-value and pre-fills common fields using MCA and GST data where available, so you spend time reviewing rather than typing.

Completing the full onboarding unlocks the Founder's Overview dashboard, activates your compliance calendar, populates your cap table, and connects your financial integrations — giving you a live view of your startup's health from day one.

MCA auto-fill: company data pre-populated from official records once CIN is entered
Compliance calendar auto-generated based on your incorporation date and entity type
Typical completion time: 45–60 minutes with all documents ready
Save progress at any step and return later — no need to complete in one session
Role-based access controls set up during onboarding — co-founders, team members, and investors each get appropriate views

Onboarding Checklist — 6 Steps to Full Setup

Step	Module	What You Set Up	Documents Needed	Est. Time
1	Company Profile Auto-fill available	Legal name, CIN, entity type (Pvt Ltd / LLP / OPC), registered address, PAN, TAN, GSTIN, date of incorporation, authorised capital	Certificate of Incorporation, PAN card, GSTIN certificate, MOA/AOA	5 minutes
2	Founder Details DIN Verification	All co-founders with DIN, DSC, roles (CEO/CTO/CFO), equity stakes, vesting schedule (cliff and monthly vesting), contact information	DIN for all directors, DSC (if available), SHA (Shareholders' Agreement)	10 minutes
3	Cap Table Equity Structure	Authorised and paid-up capital, share classes (equity, preference, CCDs), initial founder allotments, early investor allocations, ESOP pool reservation	Certificate of Incorporation (for authorised capital), PAS-3 (share allotment form), any existing SHA	15 minutes
4	Compliance Calendar Auto-generated	Pre-loaded ROC filing deadlines (AOC-4, MGT-7), GST return schedule (GSTR-1, GSTR-3B), TDS deposit dates, board meeting scheduling, DPIIT renewal reminders	No documents needed — auto-generated from incorporation date and entity type	5 minutes (review and customise)
5	Integrations Data Sync	Connect accounting tools (Zoho Books, Tally, QuickBooks), CRM (HubSpot, Corpfy CRM Pipeline), payroll (RazorpayX Payroll, Corpfy HR & Payroll, Keka), and bank statement imports for burn rate tracking	API credentials or OAuth login for each tool; bank statement CSV if manual import	10 minutes
6	Team & Access Role-based Access	Invite co-founders, CFO, legal counsel, and board members. Assign roles: Admin (full access), Finance, Legal, Operations, Read-Only (for investors and board)	Email addresses for each team member; no other documents required	5 minutes

Documents to Prepare Before Starting

Essential Documents (needed to complete full setup)

Certificate of Incorporation (COI): Contains CIN, authorised capital, registered address, and date of incorporation — auto-fills most of Step 1
PAN Card (Company): Required for tax module setup and GST reconciliation
GSTIN Certificate: Required for GST compliance calendar and returns tracking
DIN for all directors: Required for founder profile setup; can be verified against MCA records
Memorandum and Articles of Association (MOA/AOA): Required for share class setup in cap table

Helpful Documents (speeds up setup, not mandatory on day 1)

Shareholders' Agreement (SHA): Needed to accurately reflect vesting schedules and founder equity restrictions in cap table
PAS-3 (Share Allotment Form): Confirms initial share allotments for cap table accuracy
Bank statement (last 3 months, CSV): Used for initial burn rate calculation if accounting integration not yet connected
DPIIT Recognition Certificate: Required to activate DPIIT-specific compliance reminders and 80-IAC tax exemption tracking

                Pre-Incorporation Startups — What You Can Still Set Up
                Create a company profile with your planned entity type and business details
Set up founder profiles with intended equity splits — update once incorporation is complete
Use Business Plan, Financial Modeling, Customer Discovery, and Idea Validation modules immediately — no incorporation needed
Once you incorporate, run the Onboarding wizard and link your CIN to unlock compliance modules

            

Frequently Asked Questions

How long does the full onboarding take? +

Most founders complete the full setup in 45–60 minutes when they have all documents ready. The MCA auto-fill feature populates most of Step 1 automatically once you enter your CIN — you only need to review and confirm. The compliance calendar is generated automatically with no manual input. Steps 5 and 6 (integrations and team access) take less than 10 minutes each. If you're missing a document, save your progress and return — there's no time limit.

What if I don't have a DIN for all founders yet? +

You can complete the rest of onboarding and add DINs later. DIN is required only for the founder profile verification step, not for the company profile or compliance calendar. To obtain a DIN, file Form DIR-3 on the MCA portal — it typically takes 1–3 business days and costs ₹500. If you're incorporating a new company, DINs are issued as part of the SPICe+ process automatically.

Can I change my onboarding details after completing setup? +

Yes. Every field set during onboarding can be updated from Company Settings at any time. The compliance calendar re-calculates automatically if you update your incorporation date or entity type. Cap table entries can be updated as you complete new share allotments or investor rounds. Role and access permissions can be modified at any time by any Admin user.

What integrations are supported during onboarding? +

Accounting: Corpfy Financial Planning (via TDL export), Corpfy Financial Planning (OAuth), Corpfy Financial Planning (OAuth). Banking: HDFC, ICICI, Axis, Kotak, SBI — bank statement CSV import or net banking API where available. CRM: Corpfy CRM (OAuth), Corpfy CRM Pipeline (OAuth). Payroll: Corpfy Banking & Treasury Payroll (API key), Corpfy HR & Payroll (API key), Corpfy HR & Payroll (OAuth). All integrations can be added or removed after onboarding from the Integrations settings page.

What access level should I give my investors and board members? +

Investors and board members should be assigned the Read-Only role. This gives them access to your KPI Dashboard, health score, compliance calendar status, and investor reports — but they cannot edit any data or access confidential documents like your full cap table details unless you explicitly share them. Board observers (non-voting) can be given Read-Only access with further restrictions on financial details if preferred. Adjust access granularity from Team Settings at any time.

Key Takeaways for Corpfy Onboarding

Correct company setup is the foundation everything else builds on — errors here create cascading problems:

A wrong registered address in your company profile propagates to ROC correspondence, GST notices, and investor documents. An incorrect date of incorporation shifts every compliance deadline. Errors in the cap table during onboarding create discrepancies that surface — at the worst possible time — in due diligence. Corpfy's MCA auto-fill minimises manual entry errors by pulling verified data directly from official records, but take 10 minutes to review every pre-filled field carefully before proceeding.

The compliance calendar should be your first deliverable from onboarding — it prevents every avoidable penalty:

Companies Act penalties, GST late fees, and TDS interest charges are entirely mechanical — they accrue the day after a deadline is missed, regardless of whether you were aware of the deadline. A first-year Private Limited company has more than 15 mandatory compliance deadlines across ROC, Income Tax, GST, TDS, and labour law. The Corpfy compliance calendar pre-loads all of these and sends email alerts 30 days, 7 days, and 1 day before each deadline. Complete the onboarding immediately after incorporation to activate this protection from day one.

Set up your ESOP pool during onboarding, before your first significant hire:

The optimal time to set up your ESOP pool is at incorporation — before any outside investment, when dilution is least painful and there are no investor consent requirements. Reserving 10–15% of fully diluted equity in the ESOP pool during cap table setup allows you to grant options to early engineers and key hires immediately. Waiting until Series A to establish your ESOP pool means negotiating the pool size with investors as part of the term sheet — a negotiation you will lose. The onboarding cap table module makes ESOP pool setup a 2-minute step.

Role-based access control from day one protects sensitive data as your team grows:

Many early-stage founders give all team members full admin access for convenience, then scramble to restrict access when an employee leaves or when preparing for investor due diligence. Setting up role-based access during onboarding takes less than 5 minutes and prevents the most common data security incidents — an ex-employee with full cap table access, a contractor who can see board-level financial projections, or an investor who inadvertently accesses a strategic document they weren't meant to see. Start with the principle of least privilege: give each person the minimum access they need for their role.

Inside Corpfy Startup Onboarding

Corpfy's Startup Onboarding dashboard walks founders through the full company setup in six phases — Co-founder alignment and entity incorporation, Banking and accounting setup, HR and payroll, Legal and IP, Product and analytics, and Investor materials. Each checklist step links directly to the relevant Corpfy module so you move from guidance to action without switching tools.

What you get in the dashboard

Feature	What it does	Founder benefit
6-Phase Setup Checklist	Phase 1 (Incorporation) through Phase 6 (Investor materials) — each with expandable step checklists and % completion per phase	Nothing falls through the cracks in the first 90 days — the most common reason early startups accumulate compliance debt
SPICe+ Process Guide	11-step MCA incorporation guide specific to Indian Pvt Ltd: RUN name approval, DSC, DIN, form preparation, AGiLE-PRO (GST+EPFO+ESIC), payment	Most founders get SPICe+ wrong the first time — Corpfy's guide is based on the actual MCA portal flow, not a simplified summary
Banking Setup Phase	Current account checklist for major India banks, authorised signatory setup, online banking configuration, payment gateway onboarding	Bank account setup is often delayed 4–6 weeks due to missing documents — the checklist prevents every common reason for rejection
HR & Payroll Phase	Offer letter templates, EPFO registration, payroll software setup, ESOP policy document — sequenced correctly	First hire is stressful — Corpfy sequences every HR task so the first payroll runs correctly
Module Deep-Links	Each checklist step links to the relevant Corpfy module: Banking & Treasury, Financial Planning, Policy Management, etc.	Move directly from "set up payroll" on the checklist to the Corpfy HR & Payroll dashboard — no separate navigation