As a founder, your time is valuable—we've designed this guide to get you operational in under 5 minutes. See the Stackup Essentials Guide for a more complete overview of the platform.
Before You Begin
You'll need:
A business email address
A device that supports passkeys
5 minutes of focused time
1. Set Up Your Organization (2 min)
Start by creating your organization and setting up your first wallet:
Go to app.stackup.fi and click Sign Up
Enter your business email and complete verification
Create a passkey when prompted. This passkey will become the default authentication method for your new wallet, so we recommend using a password manager or YubiKey if you have one.
Enter your organization name and your role
Click Create Organization
2. Set Up Your Core Team (optional, 1 min)
Invite your cofounders and key team members:
Go to Team → Invite Member
Enter email addresses for your key team members
Assign appropriate organization roles:
Admin: Co-founders and executives (can manage the entire organization)
Member: Everyone else (limited access for security)
Click Send Invites
Then, give them access to your wallet:
Go to Wallets → select your wallet → Access Control
Click Add Team Member
Select a team member and assign a role:
Owner: You and trusted co-founders only
Admin: Key team members who need broad permissions
Custom: Create roles with specific spending limits for others
View Only: Accountants or others that you want to see your wallet and workspace, but not transact
Security Note
Only the owner of the wallet can deploy the wallet on new chains. If you lose access to the owner passkey, you won’t be able to deploy the wallet on new chains but all other team members will have access.
3. Fund Your Wallet (2 min)
Add funds to start transacting:
Go to Wallets → select your wallet
Click Deposit
Choose your funding method:
From a browser wallet: Click Connect Wallet and enter the amount and token
From another wallet: Click Copy new wallet address and use your wallet’s interface to send funds
From Bank: Close the dialog and follow the instructions to connect your bank
Follow the on-screen instructions to complete the transfer
Your funds will appear in your wallet once the transaction is confirmed on the blockchain
Best Practice
Start with a small test transaction before moving significant funds.
First Week Priorities
Now that you're set up, here are your next steps:
Swap your treasury to USDC or other tokens of your choice, as you no longer need gas tokens
Add backup keys and team members so you always have access to your funds
Request for regular vendors or payroll
Avoiding Common Pitfalls
Don't overcomplicate: Start with one wallet before expanding
Don't forget to back up: Take time to properly set up roles and permissions
Don't ignore documentation: Record your wallet addresses and structure
Don't skip testing: Run small test transactions before full implementation
Getting Help
If you need assistance at any point:
Email founders@stackup.fi for direct support
Schedule a 15-minute onboarding call with our team through stackup.fi/contact