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Managing venture financing just got easier. Whether you're an attorney or an entrepreneur, this template, already used by several top law firms, will help you manage and track the many steps required to close a venture or other financing round — and maintain visibility between disparate teams throughout. If your process is different, or has additional steps, feel free to edit, change or add to this template and use it repeatedly.

Venture Financing Workspace

Managing venture financing just got easier. Whether you're an attorney or an entrepreneur, this template, already used by several top law firms, will help you manage and track the many steps required to close a venture or other financing round — and maintain visibility between disparate teams throughout. If your process is different, or has additional steps, feel free to edit, change or add to this template and use it repeatedly.

Venture Financing Workspace

Pre-Closing Action Items

  • Sign and distribute NDA copies
  • Sign term sheet
  • Financing term sheet
  • Obtain good standing certificate
  • Waiver of right of first offer
  • Obtain stockholder consent
  • Obtain board consent
  • File amended and restated certificate of incorporation

Closing Action Items

  • Preferred stock purchase agreement
  • Amended and restated investors' rights agreement
  • Amended and restated right of first refusal and co-sale agreement
  • Amended + restated voting agreement
  • Executing party
  • Legal opinion
  • Compliance certificate
  • Secretary's certificate
  • Disclosure schedule
  • Officer's certificate supporting opinion
  • Wire transfer instructions
  • Management rights letters
  • Indemnification agreement(s)

Post Closing Items

  • Issue stock certificates
  • Complete securities filings
  • Notice to non-consenting shareholders