Not every company will need every step; feel free to pick what’s relevant for your situation.
Create your account
To get started, you first need to create an Unlisted account.
You can access the software either from our website or directly via this link:
👉 app.unlisted.ai
Choose your preferred sign-up method and follow the steps until your account is created.
You’ll then be asked to:
Enter your name
Add a profile picture (optional, but recommended)
Once this is done, you can move on to setting up your company.
Set up your company
After creating your profile, you’ll be prompted to set up a company.
Choose the country where the company is registered
You’ll be asked a few questions to initialize your company correctly.
If your company is Norwegian:
You can search for your company using Brønnøysundregistrene (Brreg). Unlisted will automatically fetch available owner data from the latest Aksjonærregisteroppgave (ARO).
Review imported data
If data is fetched from Brreg, your account will not be empty. You should:
Review the imported information
Identify any missing or outdated data that needs updating
Even if no data is imported, you can continue setting up your company manually.
Add or update transactions
Whether your company is large or small, transactions are a key foundation.
For companies with many transactions or complex ownership
If your company has:
Many historical transactions
A complex ownership structure
Many stakeholders
If you have a small number of transactions and owners, skip to the "For smaller companies" section
The fastest approach is to use the import solution.
Go to the transactions page
Click Import (top right)
Download the Excel file and fill in your transactions
Go back to Unlisted → Transactions → Import
Upload the updated Excel file
Check that the report doesn't highlight any errors or warnings and preview the transactions.
Validate everything
Your transactions page will then be updated automatically.
For smaller companies
If your company has:
Few transactions
A simple ownership structure
We recommend you add or import stakeholders first, then add transactions one by one directly in the interface.
👉 See the detailed articles explaining each transaction type:
Add and manage stakeholders
Once transactions are in place, you should review your stakeholders.
Bulk update (recommended for many stakeholders)
Go to the stakeholders page
Click Export
Update stakeholder information in the Excel file
Return to Unlisted and click Import/update
Upload the file to update all stakeholders at once
Individual management (smaller companies)
You can also:
Edit stakeholders one by one
Add stakeholders manually
👉 See the article explaining stakeholder management in detail.
Update your valuation
For all companies, the valuation page is an important step.
Here you can:
Add or update company valuations
Add taxable values
Review valuation history
👉 See the dedicated article about valuations and taxable values for guidance.
Add financial instruments (if relevant)
If your company uses:
Convertible notes
Convertible loans
Warrants
You can add and manage them from the financial instruments page.
👉 See the article explaining financial instruments and how to manage them.
Set up incentive agreements (optional)
If you plan to grant equity or options to employees or stakeholders, you’ll need to:
Create a pool
Create a program
Create agreements (RSA or stock options)
Each step is explained in detail in dedicated articles:
Invite your stakeholders
Once everything is set up, you should invite your stakeholders.
Why invite them?
Employees can see, understand, and accept their agreements
Stakeholders can access their personal portfolio
Agreements can be signed and accepted directly in Unlisted
You can invite:
Employees with shares or options
Other shareholders who should see what they own
👉 See the article about managing your stakeholders to understand how to invite them.
Share your cap table
As a final step, you can share your cap table with stakeholders.
You can choose:
What information is shared
Whether it’s shared via portfolio access or a public link
Whether the fully diluted view is included
👉 See the article about sharing your cap table to configure this correctly.
You’re ready to use Unlisted
At this point, your company setup is complete.
You can continue to:
Maintain ownership data
Manage transactions and agreements
Prepare future reporting (like ARO)
And remember: you don’t need to do everything at once. Unlisted is built to grow with your company.