Fundraising Pack

Pro

Raising your first round is daunting enough without worrying about legal paperwork. This pack includes SAFE/convertible note scaffolds, side letter templates, a data room checklist, and board consent documentation. These are starting points and educational references — your lawyer will still review, but you'll arrive prepared.

What's included

SAFE / Convertible Note Scaffold

Side Letter Scaffold

Data Room Checklist

Board Consent Checklist

Who it's for

Founders preparing for their first pre-seed or seed round
Startups using SAFEs or convertible notes for early funding
Companies setting up a virtual data room for due diligence
Anyone who wants to understand fundraising paperwork before talking to lawyers

Common pitfalls without these documents

Using a SAFE without understanding the valuation cap, discount rate, and conversion mechanics can lead to excessive dilution
Not having a data room ready adds weeks to your fundraise — investors expect immediate access to core documents
Side letters with special rights (pro-rata, information rights, board seats) can complicate future rounds if not tracked
Missing board consent for equity issuance can create governance issues that surface during Series A due diligence

Choose your tier

All documents are templates and checklists for general information only. Not legal advice. Have a qualified attorney review before use.