Equivesto provides several different variants of free templates that you can use to prepare for your application to Equivesto. Our goal is to help lessen the barriers for companies to effectively raise capital from their communities. By providing templates you can complete by yourself, we hope to help you minimize costs (legal, accounting, marketing, etc.) related to raising capital. Please note however, that the final documents provided must still be reviewed by your own lawyer prior to submitting to Equivesto. We are not your lawyer.
Here is the list of some of the document templates that we provide:
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Corporate Resolution
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Shareholders Agreement (including Joinder Agreement)
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Business Plan
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Pitch Deck
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Financial Projections
- Stock Option
- Employee Stock Option Plan
Find the templates here.
Learn more about why we need these documents here.