Templates and resources
The documents you will be asked for.
Free to download and yours to edit. Nothing here is legal advice.
Idea. Nothing is built yet and the work is finding out whether the problem is real. What matters is evidence from people who have it, and a founding team that has settled equity and IP before there is anything to argue about.
Browse everything here without an account. Sign in to download. It is free.
2 resources
Running the company
- Metrics one-pagerThe numbers investors ask for, with a column for the definition you are using. Net revenue retention computed two ways is two different companies.XLSX · Sign in to download · Every stage
- Monthly investor updateThe ask first, the numbers in a table, and a section for what did not go well. Investors who hear only good news stop believing the good news.DOCX · Sign in to download · Every stage