Templates and resources
The documents you will be asked for.
Free to download and yours to edit. Nothing here is legal advice.
Seed. The first round where numbers get examined. Expect questions about retention, unit economics and the cap table, and expect a data room rather than a deck and a phone call.
Browse everything here without an account. Sign in to download. It is free.
4 resources
Setting up the company
- 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
- 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