Health check - ADV
 Share
The version of the browser you are using is no longer supported. Please upgrade to a supported browser.Dismiss

 
View only
 
 
ABCDEFGHIJKLMNOPQRSTUVWXYZAAABAC
1
2
3
Question
4
1How much did you raise at the last round and what was the post-money valuation?
5
Date of last round:
6
Amount raised last round:
7
Post-money valuation:
8
Price per share [PPS FD]:
9
New option scheme created in last round [increase in ESOP/EMI]:
10
Number of sharesNew %
11
12
2What share capital structure does the company currently have?
13
Types of sharesAny liquidation preferences?Dividend rights?Other class specific rights?
14
Ordinary:
15
Preffered A
16
.
17
.
18
.
19
3What board appointment and observer rights do your existing investors have?
20
Name of investorRightsIs the right exercised? Y/NOther
21
Investor 1:
22
Investor 2:
23
24
25
4Please summarise any existing terms relating to the vesting of founder shares.
26
ShareholderCliff [months or years]Vesting periodVesting schedule
27
Founder:
28
Employee:
29
30
5Please summarise any existing terms relating to how founder/employee shares are treated if you leave the company.
31
DefinitionApproved by [Board/Shareholders]Other
32
Good leaver:
33
Bad leaver:
34
6Do any of your existing investors (or investor directors) have specific or named veto rights over any important decisions of the company or rights to step in in place of founders/management teams?
35
NameVeto right topicStep in rights triggers
36
.
37
.
38
7Do existing investors have anti-dilution protection?
39
Investor nameShare classType of anti-dilution provison (see link) or none
40
.
41
.
42
8Do existing shareholders lose rights or value if they do not take up pro rata equity rights in further fundraisings (so called "pay to play")?
43
Investor nameShare classPay to playDetails
44
.
45
.
46
9What fees do your existing investors charge? (e.g. for monitoring, director appointment, reporting, on follow-on investment, on exit etc.)
47
Topic/PersonFeeStructure of fee
48
.
49
.
50
10Are any of your existing investors or advisers entitled to further (free) equity in the company? (e.g. via an exit warrant)
51
Person/EntityEquity Kicker
52
.
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
Loading...
Main menu