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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9 resources
Raising
- Pitch deck outlineTen to twelve slides in the order investors expect them, and a note on which number gets quoted in the partner meeting you are not in.DOCX · Sign in to download · Pre-seed, Seed, Series A
- Financial modelThree to five years driven off one assumptions sheet, with a downside case. Nobody believes month 47. They believe you understand what drives month 6.XLSX · Sign in to download · Seed, Series A, Series B+
- Raise trackerEvery firm, the intro path and where each conversation stands. Built before you contact anybody, and run in parallel batches rather than in the order people reply.XLSX · Sign in to download · Pre-seed, Seed, Series A
- Data room checklistEvery document an investor asks for, the stage it should open at, and why they want it. The spine of a data room you can build before anybody requests anything.XLSX · Sign in to download · Every stage
- Diligence request trackerOne row per request, not one per investor. Records what was withheld and why, because a request you declined is a conversation you will have again.XLSX · Sign in to download · Seed, Series A, Series B+
- Investor rights agreementWhat an investor gets besides shares. Three or four clauses decide how much friction you take on, and information rights need a threshold.PDF · Sign in to download · Seed, Series A
- Term sheetMostly non-binding, and it decides almost everything. The four terms to read first, and the one binding clause that can actually hurt you.PDF · Sign in to download · Seed, Series A, Series B+
- Amended charter and preferred sharesThe new share class and the rights it carries. Run the preference stack at half your last valuation before you agree to it.PDF · Sign in to download · Series A, Series B+
- Voting, first refusal and co-saleWho controls the board and what happens when somebody wants to sell. Less discussed than valuation and it matters for longer.PDF · Sign in to download · Series A, Series B+