Hereโs the ๐น๐ฒ๐ด๐ฎ๐น ๐ฑ๐ผ๐ฐ๐๐บ๐ฒ๐ป๐ ๐๐๐ฎ๐ฐ๐ธ ๐ฒ๐๐ฒ๐ฟ๐ ๐๐๐ฎ๐ฟ๐๐๐ฝ ๐ป๐ฒ๐ฒ๐ฑ๐ at different stages
Founding Stage (Day 0 โ Day 90)
โ Founderโs Agreement (roles, equity splits, vesting, exits)
โ Incorporation Docs (Certificate, MoA, AoA)
โ Shareholdersโ Agreement (SHA)
โ IP Assignment Agreement (all IP to the company)
โ Advisor & Employment Agreements (with vesting + cliff)
โ NDAs (early hires, vendors, partners)
Pre-Fundraising Stage (Building & Hiring)
โ Proper Cap Table
โ Employment Contracts (confidentiality, IP, non-compete)
โ ESOP Policy + Grant Letters
โ Consultant / Contractor Agreements (with IP transfer)
โ Privacy Policy + Terms of Service
โ Vendor / Supplier Contracts
Fundraising Stage (Angel / Seed / Series A)
โ Term Sheet
โ Share Subscription Agreement (SSA)
โ Updated Shareholdersโ Agreement (SHA)
โ Board Resolutions (allotments, directors, fundraising approvals)
โ Valuation Certificate (if required)
โ Updated Cap Table
โ Compliance Filings (ROC, SEC, etc.)
Growth Stage (Scaling & Partnerships)
โ Commercial Contracts (clients, resellers, partners)
โ JV / Strategic Alliance Agreements
โ Licensing Agreements (IP in or out)
โ Distribution / Franchise Agreements
โ Debt / Convertible / SAFE Agreements
โ Regulatory Compliance (RBI, SEBI, HIPAA, GDPR, etc.)
Exit / M&A Stage
โ Due Diligence Data Room (all records clean)
โ M&A Agreement (reps, warranties, indemnities)
โ Share Purchase Agreement (SPA)
โ Non-Compete & Non-Solicit Agreements
โ Employee Retention Agreements (for acquirer)
Founder reality check:
โ 70% of founders scramble for these docs only when investors ask. Thatโs when cracks show, delays kill deals, and valuations get crushed.
โ Do it once, keep your data room clean, and fundraising becomes 10x easier.
Want brutal clarity on your startup?
Skip years of wasted effort and stop making expensive mistakes.
Get direct advice on your deck, valuation, fundraising, GTM, or other challenges.
