Free Private Equity Templates

The Y Combinator SAFE: Valuation Cap, No Discount (Caymans) governs how investor funds convert into equity by setting a post-money valuation cap without applying a discount. It gives investors the right to receive shares at a price based on the valuation cap in the next equity financing, or to receive a comparable return in the event of a liquidity or dissolution event. This SAFE is structured for Cayman Islands companies and is part of Y Combinator’s library of open, lawyer-vetted standard financing documents widely used in international startup funding.

The Y Combinator SAFE: Valuation Cap, No Discount (Canada) governs how investor funds convert into equity based on a pre-set post-money valuation cap, without applying a discount. It ensures that the investor receives shares at a price reflecting the valuation cap if a future financing, liquidity event, or dissolution occurs. This SAFE is part of Y Combinator’s library of open, lawyer-vetted standard financing documents adapted for Canadian securities law.

The Management Rights Letter is a contractual document used by venture funds to establish “management rights” in a portfolio company, allowing the fund to qualify as a Venture Capital Operating Company (VCOC) under ERISA regulations and thereby avoid having its assets treated as ERISA plan assets. It grants the investor rights to consult with management, access financial and operational information, and receive board materials—while including provisions to limit or modify these rights for foreign investors to comply with CFIUS regulations and avoid triggering U.S. national security review.

The Shareholders’ Agreement by Cofounders sets out the governance, share ownership, transfer restrictions, board composition, investor rights, co-sale rights, and confidentiality obligations among founders, investors, and the company. It is structured as a standard Singapore-law shareholders’ agreement commonly used in early-stage private companies, providing a reliable framework for managing relationships and control.

This is a Shareholders' Agreement template that outlines the rights and obligations of the company's founders and investors. It covers key aspects such as company management, share transfers, confidentiality, and the process for a potential public listing. The agreement aims to regulate the relationship among all shareholders and the company.

This is a model form of a common stock warrant, typically used in Private Investment in Public Equity (PIPE) financings. It grants the holder the right to purchase a specified number of common shares from the issuing company at a predetermined exercise price. The document includes detailed provisions for issuance, transfer, exercise, adjustments for corporate events, and limitations on exercise.

This is a model form of a common stock warrant, typically used in Private Investment in Public Equity (PIPE) financings. It grants the holder the right to purchase a specified number of common shares from the issuing company at a predetermined exercise price. The document includes detailed provisions for issuance, transfer, exercise, adjustments for corporate events, and limitations on exercise.

This document is a model pre-funded warrant, typically used in Private Investment in Public Equity (PIPE) financings, specifically for a Foreign Private Issuer (FPI). It grants the holder the right to purchase ordinary shares or American Depositary Shares (ADSs) of the company at a pre-determined exercise price. The warrant outlines terms for exercise, adjustments, transferability, and limitations on beneficial ownership, ensuring compliance with U.S. securities laws.

This document is a short-form Non-Disclosure Agreement (NDA) specifically designed for the initial round of an auction process. It enables the quick and efficient sharing of limited confidential information, such as an information memorandum, with a broad group of prospective buyers. The template is intended to be signed without negotiation, with a longer, more comprehensive NDA to be used if bidders progress to subsequent rounds.