Equity & Stock Options

A concise, one-page business plan template for South African SMEs seeking equity funding, focusing on key aspects like company overview, market analysis, and financial projections.

A comprehensive worksheet to assist Small to Medium Enterprises (SMEs) in Southern Africa with calculating their total addressable market, service addressable market, and service obtainable market.

A comprehensive 12-slide pitch deck outline for startups seeking equity funding, designed to guide entrepreneurs in presenting their business effectively to potential investors.

Stockholders agreement covering transfer restrictions, ROFR, and drag-along.

Founders agreement covering equity split, vesting, IP assignment, and decision-making.

Internal workflow for equity grant approvals from request to issuance.

This template is a formal resolution passed by shareholders to officially approve and validate actions taken by company officers retroactively. It is used when officers have acted outside their pre-approved authority or when certain actions require explicit shareholder ratification to ensure their legal standing.

This template provides a formal board resolution to acknowledge the ownership of, and subsequently merge with, another company. It is used when a company's board of directors formally approves such a strategic transaction.

This document provides a framework for presenting different equity funding options to potential investors. It is used when a company is seeking investment and wants to outline various ownership and funding structures.

This document is a formal offer by a shareholder to sell their shares in a company to a prospective acquirer. It\

This template outlines the essential steps and considerations for Southern African SMEs seeking to raise capital, from initial preparation to securing investment. It is designed to guide businesses through the strategic process of attracting investors.

This checklist assists businesses in drafting comprehensive website development agreements, ensuring all critical aspects are covered for a successful project and clear contractual terms.

This document serves as a formal announcement to stakeholders regarding the buyout of a partner's equity in a business. It is used when one or more partners acquire the shares or interest of another partner, leading to a change in ownership structure.

This template is used to formally document the transfer of ownership of shares from one party (the Assignor) to another (the Assignee) in a private company. It is used when shares are bought or sold, gifted, or transferred as part of a restructuring.

This template is used when assigning rights in computer software to another party while reserving certain rights for the assignor. It is suitable for businesses transferring software ownership with specific conditions.

This template is used by a party wishing to formally exercise their option to acquire partnership interests, notifying the relevant partners of their intent and the terms of the acquisition. It is used when a pre-defined option agreement exists allowing for such an acquisition.

This Equity Participation Plan outlines the terms and conditions under which employees, consultants, or advisors may acquire an equity interest in the company. It is used to incentivize key personnel and align their interests with the long-term success of the business.

This Limited Partnership Agreement template is used to establish a formal agreement between one or more general partners, who manage the business, and one or more limited partners, who contribute capital but do not participate in management.

This template is used when an individual (the Contributor) assigns all rights, title, and interest in intellectual property developed during their engagement with a company to that company. It is crucial for protecting a company's ownership of its intellectual assets.

This template is used for the sale and transfer of intellectual property rights from one party to another. It's suitable when an SME is divesting or acquiring specific intellectual assets.

This template is a comprehensive operating agreement for a Limited Liability Company (LLC) with multiple members, outlining the rights, responsibilities, and financial arrangements of each member. It should be used when establishing an LLC with more than one owner to ensure clear governance and operational procedures.

This Silent Partner Agreement outlines the terms and conditions between an active business owner and a silent partner who provides capital without involvement in daily operations. It is used to formalize investment and profit-sharing arrangements.

This template provides a formal record of resolutions passed by the board of directors or shareholders of a company. It is used to document significant corporate decisions, ensuring legal compliance and providing an auditable trail for actions taken.

This Articles of Incorporation template is used to formally establish a new corporation with the relevant authorities. It outlines the foundational structure and initial details of the company, crucial for legal registration and operation.

This template is a simplified agreement for the assignment of a trademark from one party to another. It is used when a trademark owner transfers their rights, title, and interest in a specific trademark.

Template from the Specialized & Advanced catalogue. Edit to customise.

Template from the Specialized & Advanced catalogue. Edit to customise.

Template from the Specialized & Advanced catalogue. Edit to customise.

Template from the Specialized & Advanced catalogue. Edit to customise.

A comprehensive checklist to assess an SME's readiness for equity funding, covering legal, financial, and operational aspects.