Resource Library

At this page you may find some of the tools & resources that can help preparing a pitch deck, valuation, agreement to be used with investors, cofounders, business partners, consultants - as explained in the Engagement Ladder Methodology. (Please treat these documents as modifiable templates.)

Simple Agreement for Future Equity

A simple agreement for future equity (SAFE) is an agreement between an investor and a company that provides rights to the investor for future equity in the company similar to a warrant, except without determining a specific price per share at the time of the initial investment.

Non-Disclosure Agreement

a contract by which one or more parties agree not to disclose confidential information that they have shared with each other as a necessary part of doing business together

Partner Agreement

an agreement that outlines the roles and responsibilities of the partners of a startup and secures membership of a new board member. It does assert a commitment of all partners into the organization.

Profit Sharing Agreement

A profit sharing contract is a legal agreement that two entities use when they work together on a project-based time period. This differs from a general partnership, as the two entities do not form a new company.

This type of unincorporated joint venture applies when two entities, such as two small businesses or corporations, act as a business partnership to reach a shared goal.

Similar to a joint venture agreement or a joint venture contract, a profit-sharing agreement relates to the responsibilities and division of profits for a specific period of time. Generally, this concerns a particular project that the entities work on together.

Project Charter

A project charter is a document that defines the objectives, scope, and stakeholders of a project, providing a roadmap for the team to follow. It is the foundation of a successful project, offering clarity and direction to the team and ensuring everyone is on the same page.

Cost Benefit Analysis

A cost-benefit analysis is a systematic process that businesses use to analyze which decisions to make and which to forgo. The cost-benefit analyst sums the potential rewards expected from a situation or action and then subtracts the total costs associated with taking that action.