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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.

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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 an agreement to be used when granting preferred stock in a pre-public company. 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 Purchase Agreement is mandatory should your pre-public company wish to grant capital stock to investors in exchange for a specified dollar amount. Preferred stock provides for a specific dividend that is paid before any dividends are paid to common stock holders, and it takes precedence over common stock in the event of any liquidation of the company.

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This Word document is a generic template that describes an obligation for which multiple individuals are liable for payment. Developing a Joint and Several Liabilities agreement is important for documenting the degree of responsibility between a corporation and an individual running the corporation should any potentially liable situation occur. This tool sets forth the terms and conditions of such an agreement, the weighting of responsibility, the rights and obligations of the parties, and more.