Templates and resources
The documents you will be asked for.
Free to download and yours to edit. Nothing here is legal advice.
Pre-seed. You are raising on the team and the insight. Investors will read a deck and ask for a cap table; they will not expect much traction, but they will expect the company to be properly formed.
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6 resources
Equity and people
- Founder vesting scheduleFour years, one-year cliff, modelled per founder with the decisions to settle beside it. Vesting protects whoever stays, and the founder who argues hardest against it is describing the outcome it prevents.XLSX · Sign in to download · Idea, Prototype, Pre-seed
- Advisory board agreementWhat to settle before offering equity to an advisor, the usual range, and the filter that catches most relationships which do not work out.PDF · Sign in to download · Idea, Prototype, Pre-seed
- Offer letter with an equity promiseHow to word a grant you cannot make yet. Writing a percentage with nothing else is the promise that becomes a dispute.PDF · Sign in to download · Idea, Prototype, Pre-seed, Seed
- Equity incentive planThe master document that creates the option pool and the rules every grant runs on. How to size it from the hiring plan rather than from a convention.PDF · Sign in to download · Pre-seed, Seed
- Stock option grant paperworkGrant agreement, notice of grant and exercise notice, plus which option type each person can receive and why it depends on status rather than seniority.PDF · Sign in to download · Pre-seed, Seed, Series A
- Option grant registerOne row per grant, with the valuation it was priced against and the date. A register rebuilt from emails eighteen months later is how share counts stop matching the cap table.XLSX · Sign in to download · Pre-seed, Seed, Series A, Series B+