Fundraising & Investor Documents

Fundraising & Investor Documents

For Informational Purposes Only

SAFEs, KISS notes, convertible notes, warrants, subscription agreements, investor questionnaires, side letters, and deal-closing documents.

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Available Forms (20)

Accredited Investor Questionnaire
Certificate of Designations — Series Preferred Stock
Convertible Note
Due Diligence Request List
Escrow Agreement
Investor Consent and Waiver
Investor Side Letter
KISS (Debt Version) — Keep It Simple Security
KISS (Equity Version) — Keep It Simple Security
LLC Buy-Sell Agreement
Lock-Up Agreement
Note Purchase Agreement
Post-Money SAFE
Pre-Money SAFE (Discount)
Pre-Money SAFE (MFN)
Pre-Money SAFE (Valuation Cap)
Regulation Crowdfunding Subscription Agreement
Rule 506(c) Accredited Investor Verification Package
Subscription Agreement — Regulation D
Warrant to Purchase Equity Securities


All templates are provided for informational and educational purposes only and do not constitute legal advice. Montague Law provides these resources as part of the largest free open-source startup legal template library.