capital-raise-checklist

7 Steps To Simplified Equity For Startups

Use this free guide to see how you can best manage a capital raise for your company.

The necessary share registry cleanups
How to properly factor in the Employee Option Pools
How to clarify the commercial intention for the raise
How to prepare a Terms Sheet
How to create or amend the Shareholder's Agreement
How to obtain the required board and member approvals
How to execute the raise properly

Free Capital Raising Guide

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Raise Capital The Right Way

Are you ready for a raise? This free guide gives you a complete overview of what you need for a raise, what questions you need to ask yourself, and how to successfully execute a raise! Here is your 7 Step Checklist for Capital Raising:

1. Share registry cleanups โ€“ share splits, transfers, corrections, and ASIC updates;
2. Employee Option Pools โ€“ factor in option pools to your fully diluted cap table;
3. Clarify the commercial intention for the raise;
4. Prepare a Terms Sheet (if necessary);
5. Create or amend the Shareholders Agreement;
6. Obtain the required board and member approvals; and
7. Execute the raise properly
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"Cake gives me the confidence our share values are correct for any given investment, and the ability to visualise stock price growth. The other huge benefit is creating and managing an option pool for staff and advisors."
Joel Hauer
Founder, Whisky Loot