Available Forms

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

---

Debt and Secured Financing

All-Assets Security Agreement and UCC Perfection Package — Blanket-lien security agreement with UCC filing and perfection mechanics.

Corporate Guaranty and Reimbursement Agreement — Payment-and-performance guaranty with capped liability, waiver, and reimbursement provisions.

Debt Subordination, Standstill, and Turnover Agreement — Senior-junior intercreditor agreement with subordination, standstill, and turnover mechanics.

Stock Pledge Agreement and Control/Transfer Package — Equity pledge with UCC Article 8 compliance, voting rights, and transfer provisions.

Intellectual Property Security Agreement and Recording Package — IP collateral package covering patents, trademarks, copyrights with recording mechanics.

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.

Venture Debt Financing

• Founder Venture Debt Term Sheet
• Startup Venture Debt Loan and Security Agreement
• Venture Debt Perfection Certificate and Collateral Disclosure Schedules
• Venture Debt Borrowing Request and Funding Conditions Certificate
• Venture Debt Compliance Certificate and Covenant Testing Schedule
• Intellectual Property Negative Pledge and Springing Lien Agreement
• Venture Debt Board Consent and Investor Approval Record
• Venture Debt Closing Checklist, Funds Flow and Post-Closing Perfection Register

SAFE Financing

• Founder SAFE Financing Term Sheet — Extended Form
• SAFE Financing Board Consent and Closing Certificate
• SAFE Financing Deal Control and Closing Checklist

Convertible Note Financing

• Convertible Note Financing Board Consent and Closing Certificate
• Convertible Note Financing Deal Control and Closing Checklist

LLC and Entity Financing

• Investor-Backed LLC Agreement — Common and Preferred Units, Board-Managed — Extended Form
• LLC Unit Purchase Agreement — Primary Private Offering — Extended Form
• Private Growth Company Audit and Risk Committee Charter

Secondary Sales and Founder Liquidity

• Founder Secondary Stock Purchase Agreement
• Company Consent, ROFR Waiver and Transfer Approval
• Stockholder Agreement Joinder and Transfer Restriction Adoption
• Secondary Sale Seller Ownership Certificate
• Secondary Purchaser Suitability Letter
• Secondary Sale Escrow and Funds Flow Instructions
• Founder Liquidity Board Consent and Conflicts Record
• Secondary Transfer Closing Checklist and Stock Ledger Instructions