Templates & Checklists

Actionable resources to help you manage compliance, prepare for fundraising, and build a strong financial foundation for your startup.

Startup Compliance Checklist

An essential checklist covering annual filings, GST, TDS, and other key compliances for Indian startups.

GST Filing Checklist

A step-by-step checklist to ensure your monthly and quarterly GST filings are accurate and on time.

Fundraising Readiness Checklist

A complete checklist to prepare your startup for investor due diligence and ensure a smooth fundraising process.

Monthly MIS Report Template

A template outlining the key components of a professional Management Information System (MIS) report for your board and investors.

Cash Flow Tracker Template

A simple structure for a cash flow tracker to help early-stage startups manage their runway and anticipate shortfalls.

Due Diligence Data Room Checklist

A comprehensive checklist for setting up your virtual data room for a seamless investor due diligence process.

SaaS Metrics Dashboard Template

A guide to the essential KPIs and charts to include in your SaaS metrics dashboard for effective performance tracking.

D2C KPI Dashboard Template

A template of key performance indicators for a Direct-to-Consumer (D2C) e-commerce brand.

Simple Business Plan Template

A straightforward, one-page business plan template for early-stage startups to clarify their vision and strategy.

Term Sheet Checklist

A checklist of the most important terms to look for and understand in a venture capital term sheet.

Employee Onboarding Checklist

A compliance and administrative checklist for onboarding a new employee in your Indian startup.

Bookkeeping Month-End Close Checklist

A checklist for finance teams to ensure a timely and accurate month-end financial close process.

Founder Agreement Checklist

A checklist of key clauses every founders' shareholders' agreement should contain to prevent future disputes.

Go-to-Market Strategy Template

A simple framework to help you structure and build a comprehensive Go-to-Market (GTM) strategy for your new product.

Pitch Deck Template

A 12-slide template outlining the essential components of a compelling and effective startup pitch deck for investors.

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