Legal & Governance (platform tool)

Fundraising legal basics, the documents investors expect, ten sample agreement outlines, and links to Due Diligence and your Vault.

What it is

Legal & Governance gets you legally ready to raise. It shows what investors will ask for, gives you plain outlines to learn from, and connects you to where you track and store the real documents.

It's educational only, not legal advice. Have a lawyer draft or review anything you sign.

Unlock requirements

This is a late-stage tool. It opens once all of these are complete:

  • Your full Idea Book
  • Go-to-Market Strategy, Go-to-Market Plan, Sales Plan, Marketing Plan, Business Plan and Investor Teaser (all sections)
  • Fund Raising Plan (all tabs, including at least one investor lead)

If something is missing, the card tells you which item is next and links straight to it.

What's inside

Important drafted documents (reference). The documents counsel typically drafts or reviews:

  • Corporate & governance: Certificate of Incorporation · Articles of Association / Operating Agreement · Shareholder Agreement · Board Resolutions · IP Assignment Agreements · NDA templates · Regulatory Licences & Permits · Term sheet
  • Team & commercial: Employee & Contractor Agreements · Vesting Schedules · Advisor Agreements

Track which ones you have in Fund Raising → Due diligence.

Sample agreements. There are ten educational outlines: Mutual NDA · One-way NDA · Shareholders' agreement · Board resolution · Letter of intent / term sheet · Priced equity round · Founders, team bios & org · Vesting schedule · Employment offer letter · Advisor agreement.

Open any outline and use Copy text. The outlines are in English only and aren't tailored to your jurisdiction.

Quick links:

  • Knowledge Center (Fundraising topic) for the concepts behind term sheets, vesting and more
  • Due diligence to track document readiness
  • Vault to upload signed PDFs and Office files per venture, and choose whether each file is used as AI context

Getting started

Open Due diligence first and mark what you already have. Then use the outlines to prepare questions for your lawyer. This saves billable hours.

Open Legal & Governance