Templates and resources
The documents you will be asked for.
Free to download and yours to edit. Nothing here is legal advice.
Pre-seed. You are raising on the team and the insight. Investors will read a deck and ask for a cap table; they will not expect much traction, but they will expect the company to be properly formed.
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9 resources
Setting up the company
- Founder agreement checklistEquity, vesting, roles, time and what happens if somebody leaves before the company exists. The questions founders regret not answering early, in roughly the order they cause damage.DOCX · Sign in to download · Idea, Prototype, Pre-seed
- Non-disclosure agreementWhat an NDA settles, when it is worth asking for, and the one situation founders reach for it that costs them the meeting.PDF · Sign in to download · Idea, Prototype, Pre-seed
- Intellectual property assignmentThe most common fatal finding in diligence is that the company does not own its own product. Who has to sign, what it must cover, and the agency clause to read twice.PDF · Sign in to download · Idea, Prototype, Pre-seed, Seed
- Incorporation checklistThe paperwork that has to exist from day one: formation documents, agreements between people, IP assignments and the option scheme.DOCX · Sign in to download · Idea, Prototype, Pre-seed
- Corporate bylawsThe internal rulebook most founders adopt without reading. The four sections that decide who can stop the company deciding anything.PDF · Sign in to download · Prototype, Pre-seed
- Founder shares and the tax electionIssuing founder shares, and the election with a deadline measured in days. Getting the first right and the second late is an expensive ordinary mistake.PDF · Sign in to download · Prototype, Pre-seed
- Shareholders agreement checklistReserved matters, pre-emption, drag and tag, liquidation preference and leaver terms. What the document has to cover, so you brief a lawyer in one meeting instead of three.DOCX · Sign in to download · Pre-seed, Seed
- Customer terms and privacy policyTwo documents that must exist the day somebody other than you can sign up, and the parts that have to be true rather than only written.DOCX · Sign in to download · Prototype, Pre-seed, Seed
- Cap table starterFounders, an option pool and convertibles, with the fully diluted maths laid out. The number an investor will assume you mean.XLSX · Sign in to download · Pre-seed, Seed