Funding documents: Sample templates
These sample funding documents are intended to be educational. Review all funding documents with your own team and legal counsel.
The business plan template will help you cover all the needed components in writing a business plan.
A set of templates of funding documents for use by Ontario entrepreneurs under Canadian law.
Download a sample template to help you draft and submit Articles of Amendment in order to revise your startup’s capital structure.
This template will help you to write an executive summary that will attract investors to your startup.
Convertible promissory note (convertible equity) funding documents: Sample templates for Ontario startups
These sample legal documents provide a starting point to save you time and money, and to help in negotiations with investors.
Download a sample template of a founders’ restricted rights agreement.
This agreement helps assure investors that the IP has been legally transferred.
Download a sample template of a shareholders agreement, a key document to finalize before an investor will finance your business.
Download a sample template of a subscription agreement, a key document to finalize with investors before they will finance your business.
A term sheet outlines the terms by which an investor will invest in your company.