Finance & Accounting

This template is a non-transferable and non-exclusive license agreement, suitable for granting a licensee the right to use intellectual property without permitting them to transfer that right to others or to prevent the licensor from granting licenses to other parties.

This template is used when a licensor transfers or assigns their rights and obligations under a license agreement to a third party assignee. It ensures a clear and legally binding transfer of license ownership.

This Intellectual Property Assignment Agreement is used to transfer ownership of intellectual property rights from one party to another. It's suitable for situations where an individual or entity is assigning their IP to a company or another individual, commonly seen in acquisitions, employment, or contractor relationships.

This template is used to formally confirm the assignment of copyright from one party to another, typically following a contractual agreement. It serves as a notification and record of the transfer of intellectual property rights.

This Executive Summary template provides a concise overview of a business for potential investors, highlighting key aspects and investment opportunities.

This template is a board resolution to formally approve the grant of stock options to employees, directors, or consultants. It should be used after the company's option pool has been established and individual grants are to be made.

This Cap Table template provides a clear and organized record of a company's ownership structure, including all equity holders, their shareholdings, and the fully diluted capitalization. It is essential for managing equity, fundraising, and valuing the company.

This Term Sheet outlines the principal terms and conditions for a Series A equity investment in a company, to be used by startups seeking funding and investors making an offer. It serves as a non-binding agreement to facilitate the drafting of definitive legal documents.

This Term Sheet outlines the principal terms and conditions under which an investment will be made into a company. It is used to establish a non-binding understanding between the investor and the company before drafting definitive legal agreements.

This Term Sheet outlines the key terms and conditions for a potential equity investment, providing a foundational agreement before detailed legal documentation. It is used by startups and investors to define the core aspects of an investment deal.

This template is a formal notification to an employee or consultant regarding the grant of stock options in a company. It outlines the terms, conditions, and essential details of the option grant, to be used when issuing equity incentives.

This document is used by a shareholder to revoke a previously granted proxy, thereby canceling the authority of the proxy holder to vote on their behalf. It should be used when a shareholder wishes to regain direct control over their voting rights for a specific meeting or period.

Personalized annual statement showing equity holdings, vesting, and theoretical value.

Net-share exercise notice for stock options including tax withholding calc.

RSU grant agreement with vesting schedule and settlement provisions.

Engagement letter for an annual 409A valuation with scope and deliverables.

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.

This template is an agreement for the exchange of shares between two parties, typically used in mergers, acquisitions, or restructuring scenarios to transfer ownership.

This template is a formal letter from a company to its stockholders, extending holiday greetings and providing a brief update on company performance or future outlook. It is suitable for year-end communications in a Southern African business context.

This template is a formal notice to shareholders informing them of a special meeting called to discuss and vote on specific, important matters outside of the ordinary course of business.

This template provides example letters for various scenarios related to the subscription of shares, suitable for a Southern African business context. It can be adapted for different stages of the share subscription process.

This template is a formal letter used by Small to Medium Enterprises (SMEs) in Southern Africa to request equity investment from potential investors. It outlines the business opportunity, investment required, and expected returns.

This template is a short cover letter to accompany a business proposal being sent to a potential investor or partner. It formally introduces the proposal and expresses interest in further discussion.

This checklist provides a structured approach for companies to effectively manage their relationships with shareholders and investors, ensuring compliance and fostering positive engagement. It is designed to be used periodically, especially before key milestones such as funding rounds, annual general meetings, or significant corporate announcements.

This Declaration of Trust template is used to formally record when a person holds shares or other assets as a nominee or trustee for the benefit of another party. It clarifies the beneficial ownership and the trustee's obligations.

This Irrevocable Proxy document is used to appoint a specific person or entity as a proxy with unchangeable voting rights, particularly relevant in equity funding scenarios where a founder or significant shareholder provides comfort to investors. It ensures that agreed-upon voting instructions are maintained for a predetermined period or until certain conditions are met.

This template is used to formally record and certify the outcome of a corporate vote, such as shareholder resolutions or board decisions. It provides official documentation of key corporate actions.

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.