Client Onboarding
Welcome aboard

Let's get you started,
AlphaAI Capital.

Everything you need for a smooth onboarding with Backpocket is right here — your resources, data room, project tracker, and team channel all in one place.

Quick Links
Your essentials
Key touchpoints for our work together.
📋
Project Tracker
Your Asana project — track milestones, tasks, and progress in real time.
Open in Asana
💬
Slack Channel
Your shared channel with the Backpocket team for quick questions and updates.
Open in Slack
📅
Kickoff Meeting
Your onboarding meeting with the Backpocket team is confirmed.
✓ Confirmed — check your calendar
📁
Data Room Folder
Your shared folder for uploading all required onboarding materials.
Open folder
Data Room
Required materials
Please upload the following documents to your shared folder before your onboarding meeting.

These materials help us hit the ground running. If you're unsure about any item, drop a message in your Slack channel and we'll clarify.

  • Company overview / pitch deck
  • Cap table (most recent)
  • Signed contract / term sheet
  • Financial model or projections
  • Team bios / LinkedIn profiles
  • Any existing investor materials
Upload documents →
Resource Hub
Guides, videos & templates
Everything you need to understand our process and get up to speed quickly.
Have a question?

Reach out to us any time in your Slack channel — we typically respond within a few hours.

Message us on Slack