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Raising a funding round

Term sheet → SSA → SHA → board approvals → cap-table updates.

6 documents·~90 min end-to-end·For: Founders raising seed / Series A

Documents in this workflow

  1. 1

    Term Sheet for Startup Investment

    REQUIREDLIVE

    Non-binding terms — valuation, board, liquidation, anti-dilution.

    →
  2. 2

    Share Subscription Agreement

    REQUIREDLIVE

    Binding SSA: subscription terms, conditions precedent, R&Ws.

    ↳ Do this after step 1

    →
  3. 3

    Shareholders Agreement (SHA)

    REQUIREDLIVE

    SHA: reserved matters, ROFR, drag/tag, exit.

    ↳ Do this after step 2

    →
  4. 4

    Board Resolution - Private Placement of Shares

    REQUIREDLIVE

    s.42 private placement approval + PAS-4 letter.

    ↳ Do this after step 3

    →
  5. 5

    Board Resolution — Share Allotment

    REQUIREDLIVE

    Board allotment of shares against subscription.

    ↳ Do this after step 4

    →
  6. 6

    Share Certificate (Form SH-1)

    REQUIREDLIVE

    Issue share certificates to investors.

    ↳ Do this after step 5

    →
Tip: Steps marked REQUIRED are essential for this workflow. Fill the Workflow context above once — common fields like employee name and company are pre-filled automatically in every document.