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
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
- Operating plan and budgetA quarterly plan where every line has an owner and an assumption. The board will challenge the assumption, not the arithmetic.XLSX · Sign in to download · Series A, Series B+
- Board packSent 72 hours ahead, decisions listed first. A board meeting without a decisions section is a status update.DOCX · Sign in to download · Series A, Series B+
- Board minutes and resolutionsWhat every set contains, which decisions must be minuted, and why you record the decision rather than the discussion.DOCX · Sign in to download · Seed, Series A, Series B+
- Contract registerEvery agreement that matters, with the change of control column an acquirer reads first. Track the deviation, not only the contract.XLSX · Sign in to download · Series A, Series B+
- Unit economics workbookCAC payback, LTV:CAC, magic number and burn multiple, each with how to compute it and the benchmark to beat.XLSX · Sign in to download · Series A, Series B+