Legal toolkit
Close a venture financing Toolkit
Move from diligence and document selection through agreement review and a controlled closing process.
Which stage of the financing are you in?
Due Diligence Request List
Gather the company records and information needed for financing diligence.
Prepare the financing documents
Browse the venture-financing forms and supporting records.
Review the agreement package
Use the venture-financing reviewer-checklist family.
Available materials
Resource types are shown only when OpenAgreements currently has a relevant canonical page. This workflow page does not imply that every artifact type is complete.
Template
Venture Financing Templates
Browse financing agreements and supporting corporate forms.
Template
Due Diligence Request List
A structured request list for organizing financing diligence.
Reviewer checklist
Venture Financing Reviewer Checklists
Review the principal financing agreement by document and issue.