Use this template to create a list of suppliers which you can then populate each month with invoice details. The template then walks you through the review and approval process which I spell out for you here. Because, of course, you should be reviewing and approving invoices–you don’t want to just pay them blindly. Payables …
So, there you are, going about your day, minding your own business. And then your auditors call you and ask you for a rollforward of option activity for 2017. And then your trustee calls you and asks for a schedule of your option grants so that they can reconcile them to their records. And then …
The Ultimate Option Rollforward Template! With A Cheat Sheet! Read More »
Excel templates with explanations that can be used for providing information on employees, employee benefits and employee obligations as part of a due-diligence process, setting up payroll with an external payroll provider and so on. Includes tabs for Israel and US employees based on my experience there as well as one for German employees which I …
Template: Employees, Benefit Plans and Labor Matters Read More »
Excel file you can use for collecting employee information to send to your payroll processor or controller. Includes sample tabs for Israel (English and Hebrew) and the UK. Payroll Data File
Sample cap table including multiple equity rounds and calculation of as issued, as converted and as issued/fully diverted capital. Sample capital structure charts with explanations. Here as well, examples presented for as issued, as converted and as issued/fully diverted capital. Cap Table & Capital Structure
Sample schedule of corporate entity details plus a model corporate structure diagram. Corporate Structure & Organization
