These sample funding documents are intended to be educational. Review all funding documents with your own team and legal counsel.


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Create a business plan to win investors (template)

The business plan template will help you cover all the needed components in writing a business plan.


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Sample funding templates for Ontario investors and entrepreneurs

A set of templates of funding documents for use by Ontario entrepreneurs under Canadian law.

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Articles of Amendment: Sample template

Download a sample template to help you draft and submit Articles of Amendment in order to revise your startup’s capital structure.


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An executive summary that attracts investors (template)

This template will help you to write an executive summary that will attract investors to your startup.

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Convertible promissory note (convertible equity) funding documents: Sample templates for Ontario startups

These sample legal documents provide a starting point to save you time and money, and to help in negotiations with investors.


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Founders’ restricted rights agreement and equity shares for Ontario startups: Sample template

Download a sample template of a founders’ restricted rights agreement.

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Intellectual property (IP) assignment agreement: Sample template for Ontario startups

This agreement helps assure investors that the IP has been legally transferred.


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Shareholders agreement for startups: Sample template for Ontario startups

Download a sample template of a shareholders agreement, a key document to finalize before an investor will finance your business.

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Subscription agreement (angel or venture capital investors): Sample template for Ontario startups

Download a sample template of a subscription agreement, a key document to finalize with investors before they will finance your business.


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Term sheet template (angel or venture capital investors): Ontario startups

A term sheet outlines the terms by which an investor will invest in your company.