Investor-Ready Templates & Finance Tools
Real-world templates used in fundraising, financial structuring, and transactions.
Not templates in theory. Templates used in real deals.
Access TemplatesWhat You'll Find
A curated set of execution-ready templates across:
Fundraising documents (SHA, Convertible Notes, Term Sheets)
Financial models & projections
Agreements & documentation
MIS, KPI trackers & compliance tools
Why These Templates
Built from real engagements
Used in fundraising & due diligence
Aligned with Indian regulatory requirements
Designed for practical execution
Who This Is For
Founders preparing for fundraising
SMEs building finance systems
Teams needing ready documentation
Finance professionals
Access the Templates
Convertible Note Agreement Template for Indian Startups
A ready-to-use Convertible Note Agreement template drafted for Indian startups and early-stage investors. Covers conversion terms, valuation cap, discount rate, maturity date, and investor rights aligned with Indian contract law and FEMA guidelines.
Consultancy Agreement Template for Indian Businesses
A professionally drafted Consultancy Agreement template for Indian businesses and independent consultants. Covers scope of services, fees and payment terms, confidentiality, intellectual property, termination clauses, and dispute resolution aligned with Indian Contract Act, 1872.
Due Diligence Checklist
A comprehensive, Excel-based Due Diligence IRL covering Financial, Taxation, Secretarial, Legal, and FEMA - 250+ items, priority-tagged, with a live status tracker and dashboard. Built for startups preparing for investor or lender due diligence. Free to download and adapt to your transaction.
VC Method Valuation Template
A plug-and-play Excel model to value early-stage startups using the Venture Capital Method. Input your projected financials and exit assumptions — the model computes Pre-Money and Post-Money Valuation, VC ownership %, dilution-adjusted valuation, and IRR verification automatically. Includes sensitivity tables and a year-wise projection bridge. Best suited for: Founders preparing for Seed / Pre-Series A / Series A rounds, and advisors building investor-ready valuation outputs.
Berkus Model Valuation Template
A ready-to-use Excel template to value early-stage startups before revenue kicks in. Score your startup across five risk factors - idea, prototype, team, relationships, and traction - and arrive at an indicative pre-money valuation. Fully formula-driven, with a one-page shareable summary built in. Best suited for: Pre-seed and seed-stage founders, angel investors, and early-stage advisors.
Pitch Deck Structure Template
A ready-to-use pitch deck structure, built from the questions investors actually ask - in the order they ask them. Each of the 14 slides comes with clear placeholders and a short "what to cover" note, so you know exactly what goes where. Download, fill it in, and you're ready to pitch.
Shareholders' Agreement (SHA)
The rulebook that governs how shareholders deal with each other once they are inside the cap table. An SHA covers reserved matters, board composition, transfer restrictions, pre-emptive rights, ROFR/ROFO, drag and tag, exit mechanics, and dispute resolution. Whether you are a founder bringing in your first institutional investor or an existing shareholder protecting your stake, this is the document that decides what happens when things go right - and more importantly, when they don't.
Share Subscription Agreement (SSA)
Signed when an investor brings in fresh capital in exchange for newly issued shares of the company. An SSA captures the subscription amount, share price, securities being issued (equity, CCPS, CCDs), conditions precedent, conditions subsequent, and the closing waterfall. This is the anchor document for any primary fundraising round - seed, Series A, or beyond.
Share Subscription and Purchase Agreement (SSPA)
A combined document for rounds that involve both a primary infusion of fresh capital into the company and a secondary purchase of existing shares from selling shareholders. The SSPA brings the subscription leg and the purchase leg under one roof, with a unified set of representations, warranties, conditions precedent, and closing mechanics. The go-to instrument when an investor is partly funding the company and partly buying out an existing shareholder in the same transaction.
Share Purchase Agreement (SPA)
Used when shares of an existing company change hands from one shareholder to another. An SPA records the price, closing mechanics, representations and warranties, indemnities, and the conditions on which the deal stands or falls. It is the standard document for secondary transactions, founder buyouts, M&A transactions, and any exit where existing shares are being sold rather than fresh shares being issued.
Employment Agreement
A comprehensive employment agreement template for Indian companies, covering appointment, probation, compensation, confidentiality, intellectual property assignment, non-compete, non-solicitation, and termination. Drafted in line with the Companies Act, 2013 and the applicable Shops and Establishments Act. Useful for startups and SMEs formalising hires at any level.
ESOP Policy
A ready-to-customise Employee Stock Option Plan, drafted in compliance with Section 62(1)(b) of the Companies Act, 2013 and Rule 12 of the Companies (Share Capital and Debentures) Rules, 2014. Covers pool sizing, eligibility, grant, vesting (with cliff), exercise, lapse, taxation, and disclosures. A solid starting point for founders setting up their first ESOP scheme before a funding round.
HR Policy Handbook
A complete HR Policy Handbook covering employment categories, compensation, leave, code of conduct, POSH (under the 2013 Act), IT and data security, travel and reimbursements, performance management, and separation. Built around Indian labour and employment laws and structured to be adapted across industries. Ideal for growing teams that need a single source of truth on workplace policies.
Offer-cum-Appointment Letter
A clean, professional offer-cum-appointment letter template with a structured CTC breakup, probation terms, leave entitlement, confidentiality and IP clauses, and termination provisions. Compliant with Indian statutory deductions (PF, ESI, PT, TDS) and ready to be issued after minor field edits. Useful for HR teams and founders looking to standardise their hiring documentation.
Templates may require customisation based on specific business and regulatory requirements.