Raising Capital
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Featured Forms
1 - 44 (of 44) | ||
| Due Diligence Questionnaire | $25.00 | |
| This is a questionnaire to be sent to a private company as part of the due diligence process in connection with a prospective venture capital investment. It is intended to quickly elicit key material information about the company and to expedite the due diligence process. |
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| Finder's Fee Agreement | $25.00 | |
| This is an agreement where the company agrees to pay a fee to a finder of investors who purchase stock in the company. |
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| Investment Representations for Investment in an LLC | $15.00 | |
| This is a simple one-page Investment Representation Letter for a person purchasing a membership interest in a California LLC. The source is the State Bar of California, "Guide to Organizing and Operating a Limited Liability Company in California." |
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| Investment Analysis Summary Used by Venture Capitalists | $15.00 | |
| The form is a sample analysis sheet of the type employed by venture capitalists to summarize their analysis of a company, for internal review and discussion. |
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| Investors Rights Agreement | $25.00 | |
| This is an Investors Rights Agreement used in conjunction with a Series A Preferred Stock Purchase Agreement between a startup company and venture capital investors. |
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| Irrevocable Proxy | $25.00 | |
| This is a form of irrevocable proxy, granting another party the right to vote shares held by the shareholder. |
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| Right of First Refusal Agreement (California corporation) | $25.00 | |
| This form is intended to give the company a right of first refusal on the transfer or sale of stock held by a shareholder in the company. |
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| Statement of Investment Representation | $10.00 | |
| This is a sample form of investment representation, to be signed by a recipient of shares in a private company. This form is intended to help in perfecting an exemption from the regulation requirements of
the securities laws. |
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| Stock Assignment Separate from Certificate | $10.00 | |
| This is a sample form to transfer stock held in a private company to another party. Note that a separate agreement for the sale or transfer of the stock may be appropriate. |
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| Stock Subscription Agreement | $25.00 | |
| This is a sample form of Stock Subscription Agreement
for the purchase of common stock in an early stage private company. |
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| Stock Subscription Package | $25.00 | |
| This is a set of forms used that can be used for the purchase of common stock in a privately held company. The documents include Instructions for Subscription, Subscription Agreement, Confidential Statement of Investor Suitability, Signature Page, and a Right of First Refusal Agreement. |
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| Term Sheet for Warrant Purchase | $25.00 | |
| This is a Term Sheet for a warrant purchase. The form is pro-warrant-holder oriented. |
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| Contract Checklist | $15.00 | |
| This is a general checklist of key items to consider when drafting a contract. Depending on the contract, some of these may be inapplicable. Other provisions not included here may be appropriate for specialized contracts. The checklist is in Microsoft Word format. |
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| Important Boilerplate Provisions for Contracts | $25.00 | |
| This is a sample of the "boilerplate" or "miscellaneous" clauses that can be included at the end of a contract. Note that not all clauses may be appropriate to the particular contract and some clauses may need modification. |
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| Long Form Venture Capital Term Sheet | $25.00 | |
| This is a long form annotated Venture Capital Term Sheet, proposing the terms for a venture capital investment in an early stage company. |
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| Revocable Proxy | $25.00 | |
| This is a form of revocable proxy, granting another party the right to vote shares held by the shareholder. |
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| Stock Certificate - Common Stock | $10.00 | |
| This is a sample form of Common Stock certificate for a privately held company. This item is also included in the: Corporate Kit Stock Kit Corporate Kit -- Deluxe Edition Stock Certificate Kit |
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| Term Sheet for Potential Investment | $25.00 | |
| This is a very detailed Term Sheet for a prospective Preferred Stock investment in a private company, coupled with a strategic agreement and warrants. This tends to be very pro-investor oriented and is more detailed than most term sheets. |
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| Venture Capital Bridge Note | $25.00 | |
| This is a form of convertible promissory from a venture capitalist to a company. It allows for a short-term loan pending completion of an equity round of financing. The accrued interest and principal on the note will convert into the purchase of stock in the equity financing. |
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| Preferred Stock Purchase Agreement (Pro-investor oriented) | $25.00 | |
| This is a Preferred Stock Purchase Agreement between a startup company and venture capital investors. |
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| Venture Capital Term Sheet (Short Form) | $25.00 | |
| This is a sample term sheet for investment by venture capitalists in a Series B Convertible Preferred Stock round of financing in a company. This form tends to be pro-venture capitalist oriented. |
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| Irrevocable Stock or Bond Power | $25.00 | |
| This is a blank form used by brokerage houses for granting authority to transfer stock or bonds. |
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| Checklist for Contents of Private Placement Memorandum | $15.00 | |
| This is a simple checklist of the matters to be included in a Private Placement Memorandum for a securities offering intended to meet certain disclosure requirements of SEC Regulation D. The document is in Microsoft Word format. |
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| Checklist for Issuing Stock | $15.00 | |
| This is a checklist of important issues to consider and steps to take when issuing stock in a private company to a limited number of investors. |
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| Stock Certificate - Preferred Stock | $10.00 | |
| This is a sample form of Preferred Stock certificate for a privately held company. This item is also included in the: Corporate Kit Stock Kit Corporate Kit -- Deluxe Edition Stock Certificate Kit |
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| Right of First Refusal and Co-Sale Agreement | $25.00 | |
| This is a Right of First Refusal and Co-Sale Agreement used in conjunction with a Preferred Stock Purchase Agreement between a startup company and venture capital investors. |
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| Non-Competition Agreement | $25.00 | |
| This is a pro-acquiror oriented agreement where a company is being bought out and the key stockholders agree not to compete with the acquired business for a period of time after the closing. It is to be used in connection with the acquisition agreement of the stock or assets of the target company. |
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| Pre-Offering Summary | $25.00 | |
| This is a sample form that can be tailored for use by a start-up company to determine whether there is sufficient interest in a proposed stock offering. |
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| Term Sheet for Equity Investment and Strategic Alliance | $25.00 | |
| This is a sample Term Sheet for one company to invest money in a second company and for the parties to enter into a Strategic Alliance Agreement. |
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| Preferred Stock Purchase Agreement (Pro-company oriented) | $25.00 | |
| This is a Preferred Stock Purchase Agreement between a start-up company and venture capital investors. |
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| Right of First Refusal Agreement (Delaware corporation) | $25.00 | |
| This form is intended to give a Delaware corporation the right of first refusal on the transfer or sale of stock held by a shareholder in the company. This item is also included in the: Corporate Kit Startup Kit Corporate Kit -- Deluxe Edition Startup Kit -- Deluxe Edition |
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| Short Form Venture Capital Term Sheet | $25.00 | |
| This is a sample Term Sheet for investment by venture capitalists in a Series B Convertible Preferred Stock round of financing in a company. |
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| Control Sheet for Private Placement Memorandum | $10.00 | |
| This is a sample form that the company would maintain to keep track of Private Placement Memorandum distribution in connection with a securities offering. It is in Microsoft Word format. |
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| Warrant to Purchase Shares of Common Stock | $25.00 | |
| This is a form of Warrant to purchase shares of common stock in a corporation. It is drafted to be protective of the warrant holder. |
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| Board Resolution Approving Sale of Common Stock | $10.00 | |
| This is a sample resolution, to be adopted by the Board of Directors, approving the sale of Common Stock by the corporation. This item is also included in the: Corporate Kit Board & Shareholder Kit Corporate Kit -- Deluxe Edition |
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| Stock Ledger and Capitalization Summary | $25.00 | |
| This is a sample form of Stock Ledger and Capitalization Summary for a private corporation. It is intended to keep track of common stock, preferred stock, options and warrant issuances. This item is also included in the: Corporate Kit Startup Kit Stock Kit Corporate Kit -- Deluxe Edition Stock Certificate Kit Startup Kit -- Deluxe Edition |
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| Sample Legends for Stock Certificate | $10.00 | |
| These are sample legends that may be appropriate to place on stock certificates of a privately held company. |
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| Short Form Transfer of Stock Agreement | $15.00 | |
| This is a short form agreement where an owner of stock in a private company sells stock to a third party. It is to be used only in simple transactions. |
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| Shareholder Resolution Approving Sale of Stock | $10.00 | |
| This is a sample resolution, to be adopted by the shareholders, approving the sale of Common Stock by the corporation. |
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| Action by Written Consent of the Shareholders for a Venture Capital Financing | $15.00 | |
| This is a sample form of written consent by the shareholders of a company consenting to the terms of a venture capital financing by way of issuance and sale of Preferred Stock. This item is also included in the: Venture Capital Kit Corporate Kit -- Deluxe Edition Venture Capital Kit - Deluxe Edition |
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| Financial Kit | $99.00 | |
| This is a collection of financial and accounting forms, all in Microsoft Word format for ease of use and customization. Forms included in this kit:
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| Startup Kit | $99.00 | |
| Get a collection of forms necessary for a new business, all in one economical package. Forms included in this kit:
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| Startup Kit -- Deluxe Edition | $125.00 | |
| Get all the forms included in our standard edition Startup Kit, plus the AllBusiness Practical Guide to Starting a Business, all in one package. Forms included in this kit:
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| Board & Shareholder Kit | $99.00 | |
| This is a collection of sample Board and Shareholder actions, resolutions, minutes, and related documents that are necessary to make decisions by a corporation's Board of Directors or shareholders valid and effective. Forms included in this kit:
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