Templates and resources
The documents you will be asked for.
Free to download and yours to edit. Nothing here is legal advice.
Series A. Growth has to be repeatable, not just present. A board, an operating plan and metrics defined the same way every month are now the job, alongside full legal diligence.
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7 resources
Equity and people
- 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+
- Employment paperwork checklistWhat every employee and every contractor must have signed, and the status question that is assessed on how the work actually happens rather than on what the contract calls it.DOCX · Sign in to download · Seed, Series A
- Independent valuation for option pricingWhy the exercise price needs an independent appraisal, when it expires, and why getting it wrong lands on your employees rather than on the company.PDF · Sign in to download · Series A, Series B+
- Post-termination exercise window policyNinety days is standard and can mean four years of work is lost for want of cash in three months. The trade-off, and what makes a policy real rather than a trap.DOCX · Sign in to download · Series A, Series B+
- Cap table migration checklistMoving off the spreadsheet before a round rather than during one. Clean first, because the system will faithfully reproduce whatever you load.DOCX · Sign in to download · Series A, Series B+
- Headcount planEvery role with its fully loaded cost, its ramp and the metric it moves. Headcount is the largest line in the budget and the slowest to reverse.XLSX · Sign in to download · Series A, Series B+