Free resources

Templates and references for proper corporate records.

Print-ready PDFs and reference guides to help you issue, track, and verify corporate documentation correctly. Free, delivered by email.

Calculator · Interactive

SAFE Conversion Simulator

Model how a post-money SAFE converts at a priced round. See cap-based vs. discount-based pricing and exactly how ownership shifts.

  • Cap-based and discount-based conversion math
  • Post-round founder, SAFE, and investor ownership
  • No sign-up required
Open the simulator
Calculator · Tax

QSBS Exclusion Calculator

Model the IRC § 1202 federal tax exclusion on qualified small business stock at exit, with the per-issuer cap and holding-period check.

  • 5-year holding-period status
  • Greater-of-$10M-or-10×-basis cap
  • Federal tax savings vs. non-QSBS
Open the calculator
Calculator · Tax (Canada)

Section 85 Rollover Planner

Model an Income Tax Act s. 85(1) tax-deferred transfer of property to a Canadian corporation, with elected-amount range and resulting share ACB.

  • Valid elected-amount range
  • Immediate gain & ACB of shares received
  • Boot and PUC implications
Open the planner
Checker · Tax

83(b) Election Timing Checker

Confirm your 30-day IRS deadline and project the tax savings from filing 83(b) on restricted stock or early-exercised options.

  • Exact 30-day deadline + days remaining
  • With/without 83(b) tax projection
  • Filing mechanics primer
Open the checker
Calculator · Interactive

Option Pool / ESOP Planner

Size your pool, track grants against capacity, and compare pre-money vs post-money top-up cost in founder dilution.

  • Pool capacity tracker (granted vs available)
  • Pre vs post-money top-up comparison
  • Common grant-size reference table
Open the planner
Decision flow · Interactive

ISO vs NSO Designation Flow

Walk the IRC § 422 requirements step by step: employee status, strike vs FMV, term cap, $100K limit, post-termination window.

  • Six-question guided decision tree
  • $100K-limit math with split-grant guidance
  • Citations to IRC § 422 in the result memo
Start the flow
Calculator · Interactive

Liquidation Preference Waterfall

Model how exit proceeds distribute across a multi-series preferred stack with 1x or 2x preferences, participating or non-participating.

  • Unlimited preferred series, each with its own terms
  • 1x, 2x, 3x preferences with participation toggle
  • Founder / common proceeds at any exit price
Open the calculator
Calculator · Interactive

Multi-SAFE Batch Simulator

Stack any number of post-money SAFEs with different caps and discounts and see exactly how the batch converts at a priced round.

  • Unlimited SAFEs, each with their own terms
  • Per-SAFE conversion price and share count
  • Reconciles the whole stack in one pass
Open the simulator
Calculator · Interactive

Cap Table Dilution Calculator

Model a priced round and see how ownership shifts across founders, existing investors, new investors, and the option pool.

  • Unlimited holders and round assumptions
  • Pre- and post-round ownership side by side
  • Pool top-up logic baked in
Open the calculator
Reference · Interactive

Annual Filing Lookup

Pick a jurisdiction and see the annual return deadline, government fee, late penalty, and the statute that governs it.

  • 20+ jurisdictions across Canada, US, and UK
  • Deadline calculator from your incorporation date
  • Statute, fee, and late-penalty in one view
Open the lookup
Generator · Interactive

Annual Compliance Calendar

Generate a 12-month corporate filings calendar for any of 41 jurisdictions. Annual returns, beneficial-ownership filings, tax deadlines, and statutory anchors. Downloadable as .ics.

  • 41 jurisdictions across Canada, US, and UK
  • Annual returns, BOI/ISC/PSC, corporate tax
  • Downloadable .ics with 30-day reminders
Open the generator
Diagnostic · 2 minutes

Corporate Records Health Check

Ten honest questions about how you manage corporate records today. Instant score plus a written breakdown of where you would (and wouldn’t) hold up under diligence.

  • Score out of 100, on the spot
  • Per-area breakdown with specific fixes
  • Optional emailed PDF with full diagnosis
Start the check
Assessment · 10–15 minutes

Governance Maturity Self-Assessment

28 questions across the seven dimensions of the open Governance Maturity Framework. Places your corporation in one of four tiers (Emerging, Structured, Mature, Institutional) with dimension-level scores and the high-leverage moves to advance.

  • Scored against the published framework
  • Dimension-level breakdown and gap-by-gap how-to links
  • Runs entirely in your browser; no data sent
Run the assessment
Assessment · 4 minutes

Diligence Readiness Assessment

Eighteen questions across the five categories diligence counsel actually reviews. Category-level scores and a remediation list, designed to run 8–12 weeks before a financing or M&A data room opens.

  • Records, cap table, IP, compliance, transfers
  • Per-category scoring and remediation order
  • Optional emailed PDF report
Start the assessment
Generator · Interactive

Board Governance Checklist Engine

Pick your jurisdiction and corporation profile, get a tailored board governance checklist: meetings, resolutions, conflicts disclosure, committees, residency, audit. Covers CBCA, OBCA, DGCL, CA Corp Code, NY BCL, and UK CA 2006.

  • 10+ jurisdiction statutes interpolated
  • Three corporation profiles (closely-held, VC-backed, multi-entity)
  • Items grouped by criticality with statutory anchors
Open the generator
Audit · Under 1 minute

Ownership Integrity Audit

Four numbers from your records: register total, certificate total, cancelled certificates, cap-table total. The tool checks whether they reconcile, names the specific drift pattern, and points to the reconciliation steps.

  • Reconciles register, certificates, cap table
  • Drift pattern diagnosis and remediation order
  • Optional emailed PDF report
Run the audit
Template · PDF

Share Certificate Template

A print-ready share certificate with the eight standard fields, plus a companion register entry that pairs one-to-one with each issuance.

  • Print-ready certificate (single-page PDF)
  • Companion register entry
  • Field-by-field usage notes
Get the template