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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28 resources
Equity and people
- Stock option grant paperworkGrant agreement, notice of grant and exercise notice, plus which option type each person can receive and why it depends on status rather than seniority.PDF · Sign in to download · Pre-seed, Seed, Series A
- Option grant registerOne row per grant, with the valuation it was priced against and the date. A register rebuilt from emails eighteen months later is how share counts stop matching the cap table.XLSX · Sign in to download · Pre-seed, Seed, Series A, Series B+
- Employment paperwork checklistWhat every employee and every contractor must have signed, and the status question that is assessed on how the work actually happens rather than on what the contract calls it.DOCX · Sign in to download · Seed, Series A
- Independent valuation for option pricingWhy the exercise price needs an independent appraisal, when it expires, and why getting it wrong lands on your employees rather than on the company.PDF · Sign in to download · Series A, Series B+
- Post-termination exercise window policyNinety days is standard and can mean four years of work is lost for want of cash in three months. The trade-off, and what makes a policy real rather than a trap.DOCX · Sign in to download · Series A, Series B+
- Cap table migration checklistMoving off the spreadsheet before a round rather than during one. Clean first, because the system will faithfully reproduce whatever you load.DOCX · Sign in to download · Series A, Series B+
- Headcount planEvery role with its fully loaded cost, its ramp and the metric it moves. Headcount is the largest line in the budget and the slowest to reverse.XLSX · Sign in to download · Series A, Series B+
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+
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+
Growth rounds
- Cohort retention and expansion workbookRetention by cohort and by segment, with expansion and churn on separate lines. A blended number is the one that gets quoted and the one that hides the problem.XLSX · Sign in to download · Series A, Series B+
- Revenue definitions policyOne page fixing what ARR, bookings, churn and gross margin mean for you. A definition chosen generously is found in diligence.DOCX · Sign in to download · Series A, Series B+
Governance and compliance
- Security and compliance questionnaireThe questions enterprise buyers and late stage investors ask, in the order they ask them. Answer once, keep it current, and a security review stops costing you a quarter.DOCX · Sign in to download · Series A, Series B+
- Compliance and licensing registerEvery requirement, why it applies to you and the evidence for it. What is tested at Series B is not whether you hold every certificate but whether you know which ones apply.XLSX · Sign in to download · Series A, Series B+
- IP portfolio registerRegistrations, renewals and the unregistered assets that carry most of the value. Registration is the visible part and assignment is the part that fails diligence.XLSX · Sign in to download · Series A, Series B+