Specialized:

Special, hard-to-find battle-tested templates to help you grow your business

Better:

Templates include a guide, detailed explanations, and a unique template design

Value:

More informative, better built-in guidance, and lower cost

Fast:

Designed to help fast-paced entrepreneurs get deals done with less hassle

Business Planning
planning

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Capital Raising
raising-capital

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Managing Employees
hiring

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Partnering
parntering

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Easy To Use Document Templates:

Business Planning Document Kit

This kit includes the three templates described below:

Business Plan Analysis eBook

This 59-page ebook is a unique and indispensable tool for entrepreneurs that are planning a new business venture or analyzing a current business. It outlines a thorough analysis that we recommend all entrepreneurs undertake in order to think through each important business model characteristic and how it might impact the overall business value. The in-depth analysis covers the 50 most important aspects of business plan, including the industry, financial, operational, offering, and customer characteristics. The analysis was developed after reviewing thousands of businesses and business plans and the correlations of these 50 characteristics with the success of those various businesses. Entrepreneurs can save time and capital by analyzing their idea thoroughly prior to investing in an opportunity that does not have a high potential for success. We recommend using the Business Plan Analysis eBook when filling in your Business Plan Template for a Startup or Established business and we highly recommend using the Startup Financial Model (sold separately by a partner site) to fine tune the financial portion of your business planning and analysis. We also highly recommend using the business plan scoring software Opportunity IQ that is predictive of business success or failure.

Business Plan Analysis eBook

Business Plan Template for a Startup Business

This 28-page business plan template was originally designed by a U.S. government resource partner to help entrepreneurs write business plans for new startups. It is an excellent document to help get you started and is loaded with questions and prompts to help you think through your business planning.  We’ve heavily edited the template to upgrade its overall quality. We recommend using the Business Plan Analysis eBook when filling in your business plan and we highly recommend using the Startup Financial Model (sold separately by a partner site) to fine tune the financial portion of the business plan.

Business Plan Template for a Startup

Business Plan Template for an Established Business

This 26-page business plan template was originally designed by a U.S. government resource partner to help entrepreneurs write business plans for their existing businesses. It is an excellent document to help get you think about your current business and is loaded with questions and prompts to help you think through your business planning. We’ve heavily edited the template to upgrade its overall quality. We recommend using the Business Plan Analysis eBook when filling in your business plan and we highly recommend using the Startup Financial Model (sold separately by a partner site) to fine tune the financial portion of the business plan.

Business Plan Template for an Existing Business

Purchase the Business Planning Document Kit:

Price: $30.00

 

Capital Raising Document Kit

This kit includes the four templates described below:

Venture Capital Investment Agreements for Preferred Equity

This 242-page document is a “template” set of model legal documents for venture capital investments put together by a group of leading venture capital attorneys on behalf of the National Venture Capital Association. This document includes the following model venture capital financing documents:

  • Term Sheet
  • Stock Purchase Agreement
  • Certificate Of Incorporation
  • Investor Rights Agreement
  • Voting Agreement
  • Right of First Refusal and Co-Sale Agreement
  • Management Rights Letter
  • Indemnification Agreement
  • Model Legal Opinion

Always consult an attorney for final review when using this document.

Venture Capital Investment Agreements Templates

Ownership and Capitalization Table Model

This Excel spreadsheet is an ownership and capitalization (cap) table model that greatly simplifies building a comprehensive cap table in a matter of minutes. Save hours of time trying to put one together. This model includes founders, angel investors, strategic investors, preferred venture investors, and warrant holders. The model also automatically calculates pre-money, post-money, and share price based upon your inputs. For a much more robust startup financial planning model with a built-in cap table, we highly recommend the Startup Financial Model available at a partner site.

Ownership and Cap Table Template

Royalty-Based Investor Agreement

This investor agreement template was developed to allow a fast and low-cost investment into an early-stage company by an investor in exchange for a royalty-based compensation (that is capped by amount and time), rather than equity ownership. A royalty-based investment allows you to remain in full control of your company, but still provides for a substantial return to your investor. Always consult an attorney for final review when using this document.

Royalty-Based Investor Agreement Template

Investor Convertible Promissory Note

This legal template is used when an entrepreneur needs to take in a smaller initial financing prior to a venture round in the form of a promissory note that then eventually converts into the next financing round, typically at a premium. This type of financing is often referred to as “bridge” financing or a “bridge loan” and is very useful in situations where the company needs a fast and low-cost investment without all of the legal documents or hassle of establishing a value for the company. Always consult an attorney for final review when using this document.

Investor Convertible Promissory Note Template

Price: $40.00

 

Managing Employees Document Kit

This kit includes the four templates described below:

Employment Agreement

This Employment Agreement is typically used for any key employee hire that warrants more than just an offer letter because it spells out key employee provisions such as the benefits plan, the bonus plan, any applicable severance plan, the term of the agreement, termination provisions, and more. This agreement template is a comprehensive 8-page legal template with all key negotiable terms in an appendix to make it very easy to negotiate and complete the agreement. Upon hiring any critical employee with access to intellectual property and with whom you want a non-competition agreement you would typically have them also sign a Proprietary Information and Inventions Agreement, which is included in the Managing Employees Document Kit. Always consult an attorney for final review when using this document.

Employment Agreement Template

Employee Severance Agreement

This Employment Severance Agreement is typically used for any employee that is being terminated to gain critical concessions such as forgoing the ability to sue the employer, requiring the return of all company property prior to payment, a non-disparagement clause, and a non-solicitation clause for employees and customers. This agreement template is a 4-page legal template with all key negotiable terms in an appendix to make it very easy to negotiate and complete the agreement. Upon presenting this to an employee that is being let go, be sure to give them ample time to review and attach their signed Confidentiality Agreement or Proprietary Information and Inventions Agreement that they signed upon being hired to remind them of their commitment to confidentiality and noncompetition as applicable, both of which are bundled into the Managing Employees Document Kit. Always consult an attorney for final review when using this document.

Employee Severance Agreement Template

The Proprietary Information and Inventions Agreement

This Proprietary Information and Inventions Agreement is typically used when hiring any critical employee with access to intellectual property and with whom you want a non-competition agreement as it is a much more stringent agreement than a typical Employee Confidentiality Agreement that would be used for an administrative staff employee that is not a critical hire. This agreement template is a comprehensive 8-page legal template with all key negotiable terms in an appendix to make it very easy to negotiate and complete the agreement and includes a very stringent set of clauses on proprietary information, noncompetition, nonsolicitation, and covers any prior inventions the employees needs to exhibit in order to clarify what – if any – rights the employee may have to any invention, which mitigates most disputes about potential employee ownership of anything created while an employee of your firm. The  Proprietary Information and Inventions Agreement is used in conjunction with the Employment Agreement and is referenced in the Employment Agreement to provide comprehensive coverage and protection for the employer. Always consult an attorney for final review when using this document.

Employee Proprietary Information Agreement Template

Employee Confidentiality Agreement

This Confidentiality Agreement is typically used for an administrative staff employee that is not a critical hire that would warrant a non-competition agreement. It is also typically used during interviewing employee candidates prior to hiring that would be exposed to sufficient sensitive information to help you and the prospective employee an informed decision prior to hiring. This agreement template is a comprehensive 5-page legal template with all key negotiable terms in an appendix to make it very easy to negotiate and complete the agreement. Upon hiring any critical employee with access to intellectual property and with whom you want a non-competition agreement you would typically have them sign a much more stringent Proprietary Information and Inventions Agreement which is bundled into the Managing Employees Document Kit. Always consult an attorney for final review when using this document.

Employee Confidentiality Agreement Template

Price: $50.00

 

Partnering Document Kit

This kit includes the six document templates described below:

Patent Licensing and Royalty Agreement

A Patent Licensing and Royalty agreement is generally used when an inventor licenses their patent or invention to another company that then takes the offering to market. This agreement template is a comprehensive 8-page legal template with all key negotiable terms in an appendix to make it very easy to negotiate and complete the agreement. This is agreement will usually be preceded by a mutual non-disclosure agreement (NDA), also known as a mutual confidentiality agreement bundled into the Partnering Document Kit). For help understanding the legal terminology and for more in-depth information on negotiating this agreement, please see the Licensing and Royalty Agreement Negotiation Tips which is bundled into the Partnering Document Kit. Always consult an attorney for final review when using this document.

Patent Licensing and Royalty Agreement Template

Patent Licensing and Royalty Agreement Guide

The Patent Licensing and Royalty agreement also comes with a detailed 8-page guide that explains the use of the agreement with an overview, suggestions, and general instructions.

Patent Licensing and Royalty Agreement Guide

Content Licensing and Royalty Agreement

A Content Licensing and Royalty agreement is generally used when a content creator (author, film-maker, musician, or other content producer) licenses their content or invention to another company that then takes the offering to market. This agreement template is a comprehensive 8-page legal template with all key negotiable terms in an appendix to make it very easy to negotiate and complete the agreement.  This is agreement will usually be preceded by a mutual non-disclosure agreement (NDA), also known as a mutual confidentiality agreement which is bundled into the Partnering Document Kit. For help understanding the legal terminology and for more in-depth information on negotiating this agreement, please see the Licensing and Royalty Agreement Negotiation Tips, which is bundled into the Partnering Document Kit. Always consult an attorney for final review when using this document.

Content Licensing and Royalty Agreement Template

Content Licensing and Royalty Agreement Guide

The Content Licensing and Royalty agreement also comes with a detailed 8-page guide that explains the use of the agreement with an overview, suggestions, and general instructions.

Content Licensing and Royalty Agreement Guide

Licensing and Royalty Agreement Negotiation Tips

This is a companion 11-page comprehensive document that was created to supplement the Patent Licensing and Royalty Agreement and the Content Licensing and Royalty Agreement. This document helps you understand understanding the legal terminology and provides more in-depth information on negotiating licensing and royalty agreements. This document includes all of the painful lessons learned the hard way when I negotiated these types of agreements in the early days of my entrepreneurial career. Always consult an attorney for final review when using this document.

LIcensing and Royalty Agreement Negotiation Tips

Mutual Non-Disclosure Agreement (Mutual Confidentiality Agreement)

A Mutual Non-Disclosure agreement is generally used to protect both parties to protect their confidential information shared to the other party as they open discussions that may lead to a strategic alliance or licensing and royalty agreement. This document is usually signed prior to sharing any detailed information to protect the interests of both parties in the event that a definitive alliance or licensing and royalty agreement is not reached. This is a companion 5-page document that was created to supplement the Patent Licensing and Royalty Agreement and the Content Licensing Royalty Agreement with all key negotiable terms in an appendix to make it very easy to negotiate and complete the agreement. Always consult an attorney for final review when using this document.

Mutual Confidentiality Agreement Template

Price: $60.00