Documents
This page contains documents that may be downloaded for review and for use in your own projects to start seed capital funds in your area.
Outline of Design Variables for Seed Capital Fund
This document contains a list of the key components of a seed capital fund and a breakout of different approaches to each component.
OUTLINE OF DESIGN VARIABLES (138)
Round 1 Private Placement Memorandum Template
This document is a template for a private placement memorandum for a first round private offering. All names and numbers have been removed, since this we are engaged in an offering at this time and since it is private, we cannot promote it through an open publication. Once we have successfully completed the offering, I will post up the entire document.
Fund Round 1 Private Offering Template (178)
Executive Summary for Micro Loan Enterprise
The executive summary for Capital Good Fund may be downloaded from their website at http://capitalgoodfund.org/index.php/microfinance/contact-us/ or from the link below:
Capital Good Fund Executive Summary (71)
Organizational Considerations
Robert Herlihywith Investment Partnership Services offered up this white paper on issues relating to type of business entity. This document can also be downloaded from Robert’s site at: http://www.ipsfundservices.com/venture-capital-and-private-equity-services/venture-capital-and-private-equity-accounting-and-administrator-white-papers/
Organizational Considerations (120)
Outsourcing Accounting Services
Robert also provided this white paper on using an outside group to handle all of the record keeping related to investments and distributions. It is available at the same site as listed above.
Texas Emerging Technology Fund
I received the following documents which have been used by the Texas Emerging Technology Fund and an overview of the Fund:
Award Agreement
Convertible Debenture Agreement
Convertible Debenture Agreement (61)
Overview of Texas Emerging Technology Fund (Powerpoint)
Overview of Texas Emerging Technology Fund (122)
Simplified Scoring System
This document is an illustration of an approach to assessing small businesses by using only factual data.
Simplified Scoring System (59)
Finder’s Fee Agreement
This document covers the services of an intermediary in matching a business with an investor.
Board of Advisor Services Agreement
This document is a template for individuals acting as an advisor to a business.
Board of Advisors Services Agreement (80)
Values Analysis by Kathryn Alexander of Ethical Impacts
This is a sample of an actual analysis that compared the small business team and the investor team, revealing some potential problems.
