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Startup Finance Templates & Agreements

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 Templates

What You'll Find

A curated set of execution-ready templates across:

01

Fundraising documents (SHA, Convertible Notes, Term Sheets)

02

Financial models & projections

03

Agreements & documentation

04

MIS, KPI trackers & compliance tools

Why These Templates

01

Built from real engagements

02

Used in fundraising & due diligence

03

Aligned with Indian regulatory requirements

04

Designed for practical execution

Who This Is For

01

Founders preparing for fundraising

02

SMEs building finance systems

03

Teams needing ready documentation

04

Finance professionals

Free Resources

Access the Templates

Convertible Note Agreement Template for Indian Startups
Investment Banking

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
Virtual CFO Resource

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.

Templates may require customisation based on specific business and regulatory requirements.