Finance & Accounting

Founder stock restriction agreement with four-year vesting and one-year cliff.

This template outlines a comprehensive business partnership agreement for custom software development projects, suitable for two or more parties entering into a collaborative venture.

Section 83(b) election form with IRS filing instructions and certified mail template.

This Invention Agreement establishes the terms under which an employee assigns intellectual property rights for inventions created during their employment to the company. It is used to protect the company's interests in innovations developed by its employees.

This Amalgamation Agreement outlines the terms and conditions for combining two or more companies into a single new entity. It is used when businesses wish to merge their operations, assets, and liabilities.

This template outlines the terms and conditions for an Employee Share Purchase Plan (ESPP), allowing eligible employees to purchase company shares. It is used to incentivise employees by offering them ownership in the company.

This Agreement of Transfer facilitates the legal transfer of ownership of shares or equity from one party to another, typically used in funding rounds or changes in company ownership.

This template is a formal agreement used when a member withdraws from a Limited Liability Company (LLC), outlining the terms and conditions of their departure, including the buy-out of their ownership interest. It should be used to clearly define the separation process and protect the interests of both the departing member and the LLC.

This document is a comprehensive agreement for the exchange of shares between two parties, typically used in mergers, acquisitions, or restructuring where equity is swapped instead of cash. It outlines the terms, conditions, and representations for such an exchange.

This Share Donation Agreement template is used when an individual or entity wishes to donate shares to another party, typically for philanthropic purposes or as a gift, without any expectation of return or consideration.

This Non-Profit Partnership Agreement template outlines the terms and conditions between two or more non-profit organizations collaborating on a project or initiative. It is used to formalize partnerships, define roles, responsibilities, and resource allocation.

This document provides a template for drafting a Distribution Agreement, outlining the terms and conditions between a supplier and a distributor for the sale of goods within a specified territory. It is to be used when establishing a formal distribution relationship.

This template outlines an agreement between a Principal and an Agent for the sale of goods or services, including vital clauses for trademark protection. It is suitable for businesses expanding their sales reach through third-party agents while safeguarding their brand.

This Digital Marketing Plan template outlines the strategies and tactics a business will employ to achieve its marketing objectives online, suitable for Southern African SMEs seeking to grow their digital presence.

This Marketing Agreement template is for a business (Client) hiring another party (Marketer) to provide marketing services. It outlines the scope of work, payment terms, intellectual property, and confidentiality, suitable for various marketing initiatives.

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

This Private Placement Agreement template is for South African SMEs seeking to raise capital through the private issuance of equity or debt securities to a limited number of investors.

This agreement outlines the terms and conditions under which an investor subscribes for shares in a company. It is used when a company issues new shares to raise capital.

This Co-Founder Agreement template outlines the terms and conditions governing the relationship between co-founders of a new venture. It defines roles, responsibilities, equity distribution, intellectual property, and decision-making processes.

This template is a Simple Agreement for Future Equity (SAFE) designed for early-stage companies in Southern Africa to raise capital without issuing equity upfront. It allows investors to provide funding in exchange for future equity, typically at a discount or valuation cap, upon a subsequent equity financing round.

This template is a simplified agreement for the transfer of shares between a seller and a buyer. It is suitable for straightforward share transfers in private companies.

This Stock Agreement template outlines the terms and conditions for the issuance and transfer of stock in a company, typically used when new shares are issued to investors or employees.

This Subscription Agreement template is used when an investor subscribes for shares in a company. It outlines the terms and conditions of the share subscription, including the number of shares, the subscription price, and representations and warranties of both parties.

This Stock Compensation Agreement template outlines the terms and conditions under which an employee or consultant receives company stock as part of their compensation package. It is used to formalize stock grants, vesting schedules, and related provisions.

This document serves as a formal declaration by the sole shareholder of a company, affirming their ownership and often used to record significant decisions or actions taken by the company in the absence of a board of directors or multiple shareholders. It is essential for documenting governance in single-shareholder entities.

This document is used to formally revoke a previously granted proxy, thereby cancelling the authority of the appointed proxy holder to act on behalf of the principal. It is used when a principal wishes to withdraw the power of representation given to another party.

This template is a legally binding agreement for the transfer of shares from a seller to a purchaser, suitable for use by businesses in a generic Southern African context. It outlines the terms and conditions of the stock transfer, ensuring clarity and legal compliance.

This Exclusive Beat Agreement is used when a music producer grants exclusive rights to a beat to an artist for a specified period and purpose. It outlines terms of usage, royalties, and ownership.

This template provides a formal board resolution to approve a Unanimous Shareholders Agreement (USA), suitable for companies seeking to formalize shareholder relationships and good governance. It ensures all directors acknowledge and consent to the terms of the USA before its implementation.

This worksheet helps businesses define and understand their target market segments, including demographics, psychographics, and needs. Use it when developing marketing strategies or launching new products/services.