Startup documents

Here is a list of startup documents that I use. Feel free to download and use. Please read them thoroughly before you use them. Please get some legal advice if you want to change them or use them with modifications. I am not responsible for the legal implications from you using these documents.

1. Consulting Agreement – Use if your company provides consulting / professional services to other companies.

2. Consultant or Contractor Agreement – use if you want to hire a contractor

3. Mutual NDA – use if you want a non disclosure agreement binding both parties.

4. HR Policy Document 2012 – use to share your policies and procedures with your employees

5. New employee offer letter – use to hire potential employees

6. Invention agreement – use to ensure all innovations and inventions created by employees during their “work” time belongs to the company

7. Conflict of Interest – use to ensure employees are not working on projects or initiatives that are conflicting with the company’s interests

8. Confidentiality Agreement – use it to protect information shared with employees and ensure your proprietary secrets are not shared with others.

9. Advisor Agreement – use to get advisors on board.

10. Advisor Option Grant – use to give advisors stock options

11. Option Agreement – use to outline terms and conditions of your stock option plan

12. Company Loan Agreement – Use this to document a loan you took from another investor.

13. Employee appraisal form – (thanks to Abhijeet) – use to review and evaluate employees performance

14. Investor Pitch Deck Short – use to have a 3-5 min pitch for an investor or to pique their interest

15. List of Indian Seed & Angel Investors – use to create your list of target investors

16. Convertible Note Template – use to understand how you should structure your convertible note

17. Sales Compensation Plan – for hiring and keeping sales people on plan

18. Sample Sales Employee Agreement. – for hiring sales people.

19. Monthly Advisor Update – for managing your monthly advisor meetings

80 thoughts on “Startup documents”

  1. Dear Mukund, I was searching for a document which is an appraisal form,for entrepreneurs/owners to give it to their investors.

  2. Haven’t seen too many people be so helpful ! You have been instrumental in building this ecosystem. This is Good Charity !

  3. I need a little favor in understanding reporting norms for the fundraising in US. I would be grateful if you could tell me what are the US government agencies which provides financial terms which were not disclosed in Press Releases by the company while raising Series A or any funding. Are Federal Agency like SEC provide such information by charging some fees? Please if you have any questions for further clarification, please let me know.

  4. This is good stuff Mukund! We could surely use more people like you in this startup community..

  5. Thanks Mukund. This is useful 🙂 Btw, do you have a template for ‘mentor agreement’ too? I can see ‘advisor agreement’ in this list, but I’ve heard that there’s a difference between advisors and mentors. Let me know..

  6. Great list of documents. Do you have any suggestions for a shareholder agreement for potential angel investors? This can be a stumbling block for startups and given my expereince so far raising capital I think that this is something the startup should present to the investor and not vice versa (of course it should be fair to both parties).

  7. Stumbling onto this as a first-time entrepreneur is just my luck.

    Thank you very much for these documents & may I please request you’re version of a business plan template for the first-time entrepreneurs.. That would be just perfect for us newbies!

    Best Regards

  8. Hi Mukund,

    Thank you for sharing useful documents/resources. can you please provide ESOP agreements specific to Indian companies or can you provide all the required agreements templates specific to Indian startups.


  9. Dear Mukund,

    I can’t begin to thank you enough for this! As a start up entrepreneur, to get this kind of expertise freely is a game changer.

    Thanks for putting it together.


  10. Hello! Thank you so much for these documents. Is it required for these docs to be printed on a stamp-paper to be binding, or is a normal print-out functional enough?

  11. This is really good Mukund… Can you tell about measuring intangible contributions while doing performance appraisal..?

  12. Hello Mukund,
    Along with all the above good comments, I would like to thank you so much for this list of essential documents. I had be hunting within my emails, friends, other entrepreneurs…and the rest for the world, but got little help. You have been amazing with all the videos, blogs, Fb posting, that really peps me up everyday. Eager to meet you someday to seek your advice.
    Many thanks

  13. Hi Mukund,

    Thanks a lot for sharing these docs – they have been a great help!

    I am a start-up co-founder launching our mobile/web product in Dec ’14. We are currently raising angel funds for our company and require an “Angel Investor Shareholders’ Agreement” to have in place with our investors. Something like this:

    The above doc is for Singapore and we need something similar with Indian verbiage.
    I would highly appreciate if you could share any template / draft document for our reference.

    Thanks in advance,
    Maulik Pandya

  14. Hi Mukund,

    It’s a great list of really helpful docs.

    Do you have an agreement template the company should sign with cofounders whuvh includes things like vesting and situations that qualify for accelerated vesting.


  15. Hi All…great work, especially for the new startups…i have seen a lot of these documents and they are good in substance but always remember to have them edited according to your specific requirement, to avoid any later legal litigation’s. I am Company Secretary (legal counsel) in India and can help you for nay drafting/vetting and formation of companies

  16. Amazing!!! I wish I knew about this earlier. I did pretty much everything from scratch using RocketLawyer and other online sources 😦

  17. Thanks Mukund for help. You have inspired me since i met you at Tiecon Pune. I started my company post that, would like to connect with you sometime to discuss few business ideas.

  18. Anybody has a template of Founders Agreement or Share holders agreement that talks or governs about the share split up between promoters and common clauses please ? We are a indian startup based out of Bangalore. Please share it would really help us.

  19. Hello Mukund, Thank you for the list of all documents related to startup… But Actually I have once concept in my mind and that concept is approved by some company and they are ready to do investment.. so I need contract template for Startup business with funding agencies.. Can you please help me in this?

  20. This is Gita for undertsanding working patterns [ actual + pratical way ] on needs and wants of Start Up’s.

    I am excited with Mr Mukund Mohan new initiative – NAPKIN Stage Startup initiatives.


    Economic Times ( 23 Jan 2016 ) carried a news report , titled :
    ” India Inc’s Best Minds to Teach Them Young for YEA ”
    It goes on to say that :
    ” Mentoring and advising participants will be some of India Inc.’s best minds… ”
    Following the release of ” START UP ACTION PLAN ” document by Shri Narendra Modiji on 16 Jan 2016 , this initiative on part of YOUNG ENTREPRENEURS ACADEMY , comes at the most opportune moment
    Economic Times writes :
    ” Each day’s session will see students generating business ideas , conducting market research , writing BUSINESS PLANS , and pitching them to a panel of investors for Start Up funding.
    By the end of course , students launch their own , real companies. Most of the ideas will get funded by YEA ”
    As far as writing of BUSINESS PLANS go , all would-be Start-Ups are invited to look-up a SAMPLE / TEMPLATE at :
    * / Reports
    hemen parekh
    Republic Day – 2016

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The personal blog of Mukund Mohan