Lee Bagshaw

esop / employee share option plan (global)

This is an ESOP template for use when a company wishes to issue options to purchase shares in the company to an employee. This is suitable for a larger employee share scheme.

independent contractor agreement

This is a simple company friendly consultancy agreement for engaging independent contractors or consultants.

convertible note (KISS terms)

This is one of three templates we have for doing a seed investment or bridge financing. It accrues interest and has a maturity date.

shareholders’ agreement – services companies

This shareholders’ agreement is intended for use by small to medium sized services companies.

key issues when structuring ESOPs

A guide – what to think about when setting up an ESOP

economic downturn and startup term sheets

How the Downturn is likely to affect startup term sheets.

key issues when structuring ESOPs

A guide – what to think about when setting up an ESOP

ESOPs in NZ: cap tables and company records

This is the first of a series on ESOPs in NZ. In this guide we look at the relationship between your ESOP and your cap table, share register, and Companies Office website records.

capital raising basics: getting investment ready

This guide is intended to help you with the process of getting your company investment ready, finding potential investors, and creating your capital raising road map.

series A investment term sheet

This is a term sheet for use when a startup based in Southeast Asia is raising capital from series A investors.

the simple stuff - signing written resolutions

Active company boards usually make their decisions at regular board meetings, but sometimes resolutions need to be passed outside of board meetings.  In this case, it is common to pass a written...

due diligence checklist

This is a typical legal due diligence list that a lead investor will send to a company raising capital.

5 key questions to consider when setting up an ESOP

Tech M&A: how to use locked box and completion accounts

In many M&A deals, the buyer and seller(s) include a mechanism to adjust the final purchase price. The two common mechanisms used are completion accounts and a locked box adjustment. We look at each...

Betterdata seed round

capitalisation table

This template cap table is intended for use when considering a potential equity investment in a company.

Deadlock in 50-50 owned companies

Mechanisms to resolve deadlock in 50-50 owned companies.

capital raising basics: investment mechanics and terms

In this guide, we focus on what happens once you have found some willing investors – negotiating and completing the investment deal.