| Set Up | 50 Point Checklist |  | | The top 50 things that you need to do to set up a business and where to go to get the resources/information you need. |
| Set Up | 80 tips entrepreneurial tips & hints | | | What I have personally learned in 30 years of being an entrepreneur, distilled into my top 80 tips. |
| Set Up | Your Business Intention | | | How to write statements that guide and focus attention to create your purpose, vision, mission and values |
| Business Planning | Example Visions & Missions | | | 25 well-known brands and their vision and mission statements for inspiration |
| Business Planning | Business Plan Structure | | | A step-by-step guide to setting out your business plan and executing your business |
| Business Planning | Your Business Canvas | | | Your pitch on a page is a summary of your whole business – a great tool to help you focus and highlight the most important bits! |
| Business Planning | Your Business Plan | | | A comprehensive breakdown of your whole business and my step-by-step guide to how to set out the business plan and execute your business |
| Business Planning | Budget Templates | | | A choice of budget templates, from simple to complex to set out the income and costs for your business (your profit and loss), together with your balance sheet and cashflow projections |
| Business Planning | Your Cashflow | | | The heart of the business is this model that will show your daily cash in and out over a rolling 13-week period. You should always be able to see your cashflow 3 months ahead with a fair degree of accuracy. |
| Business Planning | Your Pitch Deck | | | The summary presentation and quick-fire investment/sales pitch that presents your business/idea to a group of stakeholders (normally investors) in a series of high-impact slides. |
| Investors | 50 Investment Tips |  | | Real world and experienced-based tips and advice to consider, if and when, you pitch for investment. |
| Investors | 100 Investor Questions | | | Curated from the last 15 years of investor due diligence, these are the 100 most-asked questions by investors when considering investing in early stage and start-up companies |
| Investors | Confidentiality Agreements | | | For use when you want to share sensitive information with a 3rd party or are in a discussion with a 3rd party and you will be sharing confidential information with each other |
| Investors | Due Diligence | | | A detailed and comprehensive list of the information that an investor may want to see and review prior to investing in your company in 2 different formats – basic and comprehensive |
| Investors | IP Assignment | | | Confirmation that if you hold any intellectual property (i.e., patents, trademarks, etc), that the ownership of this will be transferred to the company before any outside investment is completed |
| Investors | Directors Undertaking | | | Confirmation that upon receiving investment each director will abide by the shareholder agreement and a personal executive service agreement |
| Investors | Disclosure Letter | | | Anything you might want to tell an investor that could be material to their decision-making about investing in your business |
| Investors | Shareholder Agreement | | | The main shareholder agreement, setting out the terms of the investment and your company rules for operating |
| Investors | Board Minutes | | | Confirmation that the current board of directors has agreed to an investment |
| Investors | Board Resolutions | | | Agreement that the directors will allot new shares to an investor and that those shares are free of any pre-emption rights with existing shareholders |
| Investors | Investor Subscription | | | The investors agreement to buy shares in your company |
| Investors | Deed of Adherence | | | Confirmation that all of the parties agree to the shareholder agreement and resolutions |
| Investors | Cap Tables | | | Different versions (simple to complex) of your shareholder details and market capitalisation. |
