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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2 resources

Growth rounds

Cohort retention and expansion workbookRetention by cohort and by segment, with expansion and churn on separate lines. A blended number is the one that gets quoted and the one that hides the problem.XLSX · Sign in to download · Series A, Series B+
Revenue definitions policyOne page fixing what ARR, bookings, churn and gross margin mean for you. A definition chosen generously is found in diligence.DOCX · Sign in to download · Series A, Series B+