Financing & Bookkeeping

In this section you will find information, tools and services for financing a company and managing the company's finances.

Broker Engagement Agreement
A sample agreement for establishing a relationship between a company that is seeking funding and a broker who can help raise the funds through their investor contacts.
$9.95
Broker Engagement Agreement
Company Capitalization Table
This cap table template can be used to create a capitalization table showing stock ownership, and provides a guide on the impact of multiple rounds of financing and how it impacts founder ownership and company valuation.
$9.95
Company Capitalization Table
Term Sheet, Due Diligence Checklist and Private Placement Subscription Agreement
Three investor templates for the price of one. 1)Term Sheet for Series A, B, C financing. 2) Comprehensive list of items commonly requested by investors before closing a financing round. 3) Subscription Agreement for Private Placement Financing.
$12.95
Term Sheet, Due Diligence Checklist and Private Placement Subscription Agreement
Shareholder and Board Consent for Stock Offering
Shareholder and board resolutions for approving an equity financing.
$4.95
Shareholder and Board Consent for Stock Offering
Simple Promissory Note
A legally binding note for loans.
$4.95
Simple Promissory Note
Stock Purchase - Investor Rights - Investor Warrant Agreements
Key documents required for a preferred stock financing.
$19.95
Stock Purchase - Investor Rights - Investor Warrant Agreements
Venture Capital Directory
Contact information for 700+ venture funds. Save hours trying to compile your own contact list of funding targets. This handy directory comes in Excel format for easy sorting and importing into your own contact program.

Please note: This directory is not updated regularly.
$12.95
Venture Capital Directory
Stock Option Plan
Model employee stock option plan (ESOP) with all pertinent agreements, exhibits and comprehensive questions and answers about employee stock options. Also includes Stock Grant Agreement.
$12.95
Stock Option Plan SOP101
Escrow Agreement for Stock Financing
This template is used to escrow funds until certain conditions are met, such as a minimum amount of capital raised, or the achievement of business milestones.
$9.95
Escrow Agreement for Stock Financing
Non-Qualified Stock Option Plan
One of the ways to grow a company quickly and attract resources without paying top dollar, is by granting contractors, advisors, suppliers, partners -- even customers -- stock options in a new venture. This template provides guidelines on how to set up a stock option plan separate from an employee stock option plan, which is treated differently under SEC rules and the tax laws.
$12.95
Non-Qualified Stock Option Plan NQSOP101
Purchase Order Terms and Conditions
Detailed agreement for purchasing goods and services from suppliers and partners.
$4.95
Purchase Order Terms and Conditions
Stock Market Buy-Sell Cycles
This chart goes back to 1960 and projects forward to 2070. It shows historical stock market highs and lows and projects what the highs and lows might be based on historical patterns. It's as close to a crystal ball as one could have for knowing when to buy and sell stock; expand or contract a business.
$24.95
Stock Market Buy-Sell Cycles