Raising your first outside money
From term sheet to completion: the two instruments for money before a priced round, the three documents of a priced round, an option plan for the team, and the board paperwork.
Use it when agreeing headline terms with an investor before drafting.
5 drafting notes · about 2 pages
Use it when taking early investment (especially SEIS/EIS) before a priced round.
15 drafting notes · about 4 pages
Use it when taking a loan that converts into shares in a later round.
7 drafting notes · about 3 pages
Use it when investors have joined and need full governance terms.
14 drafting notes · about 7 pages
Use it when investors subscribe for shares in a priced round.
8 drafting notes · about 6 pages
Use it when adopting bespoke articles with investor share rights (replaces the Model Articles).
8 drafting notes · about 6 pages
Use it when giving employees tax-advantaged options.
15 drafting notes · about 5 pages
Use it when recording board and shareholder decisions and filings.
7 drafting notes · about 2 pages
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