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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3 resources
Governance and compliance
- Security and compliance questionnaireThe questions enterprise buyers and late stage investors ask, in the order they ask them. Answer once, keep it current, and a security review stops costing you a quarter.DOCX · Sign in to download · Series A, Series B+
- Compliance and licensing registerEvery requirement, why it applies to you and the evidence for it. What is tested at Series B is not whether you hold every certificate but whether you know which ones apply.XLSX · Sign in to download · Series A, Series B+
- IP portfolio registerRegistrations, renewals and the unregistered assets that carry most of the value. Registration is the visible part and assignment is the part that fails diligence.XLSX · Sign in to download · Series A, Series B+