Save hours trying to compile your own contact list of funding targets. This handy directory comes in Excel format, for easy sorting and importing into your own contact program. Comprehensive list of items commonly requested by investors before closing a financing round. Subscription Agreement for Private Placement Financing. Term Sheet for Series A, B, C financing.
Most successful startups have a board of advisors, as well as a board of directors.
This template offers an excellent sample charter for establishing and empowering an active advisory board. This template provides guidelines on how to set up a stock option plan separate from an employee stock option plan, which is treated differently under SEC rules and the tax laws. A good primer for establishing a relationship between a company that is seeking funding and a broker who can help raise the funds through their investor contacts. If a product you purchase here is found to be defective, or you are not satisfied with it for any reason, we will gladly replace it, exchange it for one of similar value, or refund your money. There are NO exchanges or refunds on these reports.