Templates
22 AI-ready templates: emails, deck outlines, data room checklists, financial models, legal docs.
Sending an offer to an early employee, with an equity section a non-technical candidate can actually read.
Startup offer letter template (with equity grant)
Tracking monthly spend, burn, and runway after the seed round so you never get surprised by the runway cliff.
Startup budget template + runway tracker (2026)
Founder-led customer sales calls and demos for B2B startups closing their first 50 deals
Sales deck template for B2B startups (2026)
Sending the monthly investor update that keeps existing investors engaged and primes them for follow-on and intros.
Investor update template (monthly, seed stage)
Raising on a convertible note instead of a SAFE at seed, when you need a debt instrument (foreign investors, bridge round, interest accrual) and want to fill in cap, discount, interest, and maturity with founder-facing notes on each term.
Convertible note template (seed, founder-annotated)
Putting the founder relationship in writing before incorporation or first VC raise: equity split, vesting, roles, IP assignment, and what happens if someone leaves.
Co-founder agreement template (equity, vesting, roles, IP)
Tracking ownership, option pool, and SAFE/note conversions from incorporation through the seed round.
Cap table template for seed startups (2026)
Building the deck for a seed-stage board meeting (not a pitch) that runs a useful 90 minutes.
Board deck template for seed startups (2026)
Founder-led cold outreach to potential B2B customers during your first 100 deals, when your name isn't a brand yet and the prospect has never heard of you.
B2B cold email template for customers (2026)
Formalizing a startup advisor relationship: equity grant, vesting, time commitment, scope, and IP assignment.
Advisor agreement template (FAST, equity benchmarks 2026)
Use when moving from seed to Series A and rebuilding the deck around growth metrics, unit economics, and hiring plan
Series A deck template: 16-slide outline (2026)
Series A fundraise with term sheet imminent or signed, covering legal, cap-table, financial, commercial, product, people, reference, and KPI diligence artifacts.
Series A data room checklist: 58 documents for 2026
Use when raising a SaaS seed round in 2026 and a VC asks for a 3-statement model with downside scenarios.
Seed financial model SaaS: drivers-based template (2026)
Building a seed pitch deck from scratch, or auditing an existing one before sending to partners.
Seed deck template 12 slides: 2026 outline
Building a seed-stage investor data room before opening a round or after a partner meeting signals term-sheet intent.
Seed data room checklist (34 documents, 2026)
Replying to a direct VC pass on a seed or Series A round, within 24 hours of the no
Rejection response VC template: reopen the door
Seed-stage US financing on the YC post-money SAFE form, when you need the doc plus the negotiation map
Post-money SAFE template (US, YC form) with founder annotations
Use at incorporation (or before your first priced round) to put founder shares on a vesting schedule with repurchase rights, acceleration, and an 83(b) election.
Founder vesting agreement template (4yr / 1yr cliff)
Day 4 after a cold investor email with no reply. Nudges the thread with a fresh signal (customer signed, metric hit, peer commit), not a polite check-in.
Follow up email VC template, first nudge (day 4)
Seed fintech founder sending a first-touch cold email to a sector-relevant VC partner.
Cold email template: fintech VC, seed stage (2026)
cold-outreach
Cold email template climate VC partners reply to (seed, 2026)
Seed-stage AI infrastructure founder cold-emailing a partner at a fund with a stated AI or infra thesis.