257 Finance & Investment contracts

SAFE: Valuation Cap, No Discount (US) by Y Combinator

The Y Combinator SAFE: Valuation Cap, No Discount (US) is designed to let startups raise early capital by granting investors the right to future equity at a capped valuation, without offering any additional discount at conversion. Unlike other SAFEs, this version excludes the percentage discount mechanism (which normally gives investors shares at a reduced price), relying only on the valuation cap to protect investors. It is part of Y Combinator’s widely adopted library of open, lawyer-vetted standard financing documents.

SAFE: Valuation Cap, No Discount (US) by Y Combinator

This document is a Simple Agreement for Future Equity (SAFE), a standard instrument used by startups to raise capital from investors. It allows an investor to provide immediate funding in exchange for the right to receive equity in the future, typically during a priced financing round or a company exit, based on a specific valuation cap without a discount rate.

SAFE: Discount, no Valuation Cap (US) by Y Combinator

The Y Combinator SAFE: Discount, No Valuation Cap (US) governs how investor funds convert into equity by applying a set discount to the price of future preferred shares, without using a valuation cap. It ensures that the investor receives shares at a discounted price in the next equity financing, or a comparable return in the event of a liquidity or dissolution event. This SAFE is part of Y Combinator’s library of open, lawyer-vetted standard financing documents widely used in U.S. startup funding.

Term sheet by Common Paper

The Common Paper Term Sheet is a plain-language template for early-stage financings, organizing key economics and governance terms into a clear framework that simplifies negotiation. It is part of Common Paper’s widely trusted library of open, lawyer-vetted standard agreements.

Founder Advisor Standard Template (FAST) by Founder Institute

The Founder Advisor Standard Template (FAST) by Founder Institute is a structured, plain-language agreement that defines the relationship, compensation, and confidentiality terms between a startup and its advisor, ensuring clear expectations and fair equity grants. It is part of the Founder Institute’s widely trusted library of open, lawyer-vetted standard agreements.

Standard Invoice Template (US) by OLL

The Standard Invoice Template for freelancers based in the U.S. is a plain-language, structured template for requesting payment for services. It helps freelancers present charges, payment terms, and business details in a clear, consistent format. Created by OLL's team of legal experts.

Equity Agreement for Service (EASE Agreement) by Founder Institute

The Founder Institute Equity Agreement for Service (EASE) is designed to formalize equity-based compensation for consultants and service providers supporting early-stage startups, ensuring clear terms around services, vesting, and ownership. It is part of the Founder Institute’s widely trusted library of open, lawyer-vetted standard agreements.

Term Sheet (UK) by Seedsummit

The Seedsummit Seed Share Term Sheet outlines key terms for an early-stage equity financing round under UK law, covering valuation, liquidation preferences, investor rights, founder vesting, and governance. It provides a model structure for venture capital investment using Series Seed preferred shares, reflecting BVCA-standard provisions and typical UK market practice.

Term Sheet (UK) by Seedsummit

Late Payment Demand Letter (US) by OLL

The Late Payment Demand Letter is designed to help US-based freelancers and independent contractors follow up on overdue invoices in a clear and professional way. It requests payment, references the outstanding balance, sets expectations for next steps, and is created by OLL's team of legal experts.

Advanced Subscription Agreement (UK) by Seedsummit

This Advance Subscription Agreement (ASA) allows a company to secure investment funds before its valuation is finalized. Investors provide capital in exchange for equity (shares) that will be issued at a future date, typically upon the company's next priced funding round, a sale, or a listing. It is distinct from a loan, as it does not accrue interest and is not repayable.

Recommending a Final Dividend (Board Resolution)

This written resolution records the directors’ formal recommendation to the company's shareholders to declare a final dividend. It sets out the dividend amount, record date, and payment date, providing the board’s rationale for shareholder approval and ensuring compliance with applicable corporate law and the company’s articles of association.

Amending Share Capital (Shareholder Resolution)

This document is a template with guidance notes for shareholder resolutions relating to changes in a company’s share capital, setting out when ordinary or special resolutions are typically required under UK company law. It provides example resolution wording for common share capital actions and explains how multiple resolutions and amended articles are often used together in a single transaction.

Profit Sharing Agreement by EasyLegalDocs

This Profit Sharing Agreement outlines the terms for a representative to receive a share of profits generated from their direct efforts for a company. It details how profits will be calculated and allocated, defines the roles and responsibilities of both parties, and includes provisions for confidentiality and termination. This agreement is suitable for establishing a clear profit-sharing structure with an independent contractor.

Loan Agreement by EasyLegalDocs

This Loan Agreement template outlines the terms and conditions for a loan between a Lender and a Borrower. It details the loan amount, interest rate, repayment schedule, and payment methods. The document also includes provisions for late payments, default, collateral, prepayment, representations, acceleration events, governing law, and dispute resolution.

SAFE Agreement - $250k Angel Investment (eSign).pdf

This document is a Simple Agreement for Future Equity (SAFE) used for early-stage startup financing. It allows an investor to provide capital in exchange for the right to receive equity in the future upon a specific triggering event, such as a formal funding round or company sale.

Model PIPE Form of Ordinary Warrant (FPI) (NVCA)

Credit Account Application Form - Free Legal Template

This document is an application form designed for individuals to apply for a credit account. It collects comprehensive personal, employment, and credit history information from the applicant, along with their credit account preferences. The form also includes sections for certification, authorization, and instructions for submission, as well as an internal section for the financial institution's use in processing and making a decision.

Shareholders Agreement

This Shareholders' Agreement template outlines the relationship between investors, founders, and the company, governing key aspects of company management and shareholder rights. It includes provisions for corporate governance, share transfers, founder covenants, confidentiality, and compliance with various legal and tax regulations. The agreement aims to regulate the parties' interactions and the company's affairs.

Non Disclosure Agreement (Letter)

This document is a pro-forma confidentiality letter, also known as a non-disclosure agreement, designed for potential investors or acquirers. It outlines the terms under which confidential information about a company or group will be disclosed and used for a permitted purpose, typically in connection with a transaction. The letter includes undertakings regarding the handling, disclosure, and return of confidential information.