Document Templates
Pick a guided template - we'll handle structure, formatting, and best-practice defaults.
SAFE Agreement
Y Combinator post-money SAFE. Configurable cap, discount, MFN.
Convertible Note
Standard convertible note with interest, cap, discount.
Term Sheet (Seed)
Series Seed preferred stock term sheet, NVCA-aligned.
Cap Table
Founder + investor allocation, options pool, dilution model.
409A Valuation Brief
Internal memo summarizing 409A inputs and FMV.
Pitch Deck (12 slides)
Investor-ready 12-slide deck with industry-tested structure.
Investor One-Pager
Single-page pitch with the 7 essentials investors actually read.
Financial Model (3-yr)
Unit economics → P&L → cash flow. SaaS, marketplace, or hardware.
Burn & Runway Tracker
Monthly burn, runway in months, cash-out date.
Founder Agreement
Vesting schedule, IP assignment, role split.
Mutual NDA
Two-way confidentiality for partner / investor calls.
Employment Offer
Standard offer letter with equity grant + vesting.
Board Update Deck
Monthly board update template - metrics, asks, risks.
Investor Update Email
Monthly format: KPIs, wins, lowlights, asks.
Due Diligence Checklist
Standard DD list - legal, financial, commercial.
Data Room Setup Guide
Folder structure + access controls for fundraise.