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This Word document sets forth the terms and conditions to be used when preparing the preferred stock purchase agreement. Note: This is one piece of a total preferred stock investor package. There are several other agreements or letters that will be needed for a complete package. Developing a Preferred Stock Term Sheet is an important first step in securing company financing, whether by a venture capital firm or an independent investor. The term sheet spells out the details of the proposed deal including the company's worth or value, the dollars being invested, the per share price of the company's stock, investor rights and preferences, restrictive covenants and protective provisions, and more. This document is more abbreviated than the Preferred Stock Term Sheet.

Format: Word Document  |  Free Download

This Word document sets forth the terms and conditions to be used when preparing the preferred stock purchase agreement. Note: This is one piece of a total preferred stock investor package. There are several other agreements or letters that will be needed for a complete package. Developing a Preferred Stock Term Sheet is an important first step in securing company financing, whether by a venture capital firm or an independent investor. The term sheet spells out the details of the proposed deal including the company's worth or value, the dollars being invested, the per share price of the company's stock, investor rights and preferences, restrictive covenants and protective provisions, and more.

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This Word document sets forth the terms and conditions to be used if the founders of a pre-public company seek to sell or transfer some of the company's securities to a person outside the current investor circle. Note: This is one piece of a total preferred stock investor package. There are several other agreements or letters that will be needed for a complete package. Developing a Stock Co-Sale Agreement is part of an overall preferred stock package. The co-sale agreement spells out the terms and conditions by which a key investor (founder) may sell shares to a person outside the original investors and details the circumstances whereby a current investor might wish to participate in such a selling arrangement -- the exceptions, restrictions, general provisions, and more.

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This Word document is a questionnaire used to determine if a potential investor meets specific criteria in order to purchase certain unregistered securities. Note: This is one piece of a total preferred stock investor package. There are several other agreements or letters that will be needed for a complete package. In cases where an investor wants to purchase shares of an unregistered security, the investor must attest that he or she meets certain criteria in order to comply with the registration exemptions as stated in the amended Securities Act of 1933. This questionnaire asks certain questions relating to the potential investor's net worth, annual income, citizenship and, if an entity, what the tax status is of the entity.

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This Word document is a legally-written promise from one person or corporation to another to pay them a fixed sum of money or to exchange the note for a sum of stock equal to the promised amount. There are many situations where growing companies with limited cash flow require an influx of monies from outside parties. In situations such as this, a convertible promissory note is often used to guarantee repayment of the monies with interest and, if the note holder so chooses, the ability to convert the note into the company's common stock at a predetermined price.