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. |