Free Toolkit

Startup Equity Toolkit

Raising equity for your startup? Download this free toolkit to access essential resources, including a Pro Forma Capitalisation Table and Equity Term Sheet, to manage your startup's equity with ease.

  • Simplify Equity Tracking: Easily manage your startup's equity and stay organised with essential tools like the Capitalisation Table and Term Sheet.

  • Stay Legally Informed: Access resources that help you understand key legal considerations, with professional advice when necessary.

What's inside

  • Pro-Forma Capitalisation Table Establish a complete record of the founders' and investors' share and option holdings and any convertible instruments.

  • Defining Equity Terms in the Term Sheet An overview of the template sections covering investment amounts, share classes, and the investor's rights, such as liquidation preferences and anti-dilution provisions.

  • Shareholder and Investor Rights Insert the specific rights of ordinary and preference shareholders, including voting power, liquidation preference, and conversion terms.

  • Conditions for Equity Raise Completion A breakdown of the key conditions and due diligence required before finalising an equity raise, along with necessary approvals and agreements.

Preview a sample page

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