Templates – The Clockwork Orbit

5 minute read

Templates

How to Build an Investment Policy Statement That Will Stand the Test of Time

An Investment Policy Statement (IPS) is essential for investors, guiding strategy via objectives, governance, risk management, and parameters, ensuring accountability and alignment with investment goals through regular updates.

January 28, 2025

3 minute read

Templates

Due Diligence Template

The Due Diligence Checklist Template aids investors in assessing key areas like financials, market position, legal compliance, and operations, ensuring informed decisions and minimized risks prior to investment.

November 7, 2024

3 minute read

Templates

Cap Table Template

Discover the essentials of cap tables, from equity ownership to valuation. Download our template to manage your company's equity structure with clarity and confidence.

August 19, 2024

2 minute read

Templates

Convertible Notes Term Sheet Template

A comprehensive template for drafting Convertible Note term sheets, detailing key elements to ensure clear and effective agreements.

August 6, 2024

2 minute read

Templates

SAFE (Simple Agreement for Future Equity) Term Sheet

A streamlined template for creating a Simple Agreement for Future Equity (SAFE) term sheet, covering all essential components for startups and investors.

July 23, 2024