browse our capital raising resources
Information and resources to help you navigate the capital raising process in New Zealand.
free capital raising templates
Browse our free startup templates and get your legal basics covered.
convertible note (KISS terms)
This is one of three templates we have for doing a seed investment or bridge financing. It accrues interest and has a maturity date.
convertible shareholder loan agreement
This is a simple convertible loan agreement intended to be used when a shareholder lends money to a company, generally as a form of bridging finance.
due diligence checklist
This is a typical legal due diligence list that a lead investor will send to a company raising capital.
friends and family subscription agreement
This is a simple subscription agreement, intended for use when a company is raising capital from friends and family type seed investors.
SAFE
This is one of three templates we have for doing a seed investment or bridge financing. The amount of the investment is not a loan, has no set maturity or repayment date and does not accrue interest.
term sheet – simple seed investment
This is a simple term sheet for use when a company is raising capital from friends and family type seed investors.
term sheet for a KISS convertible note
This is a simple term sheet intended to be used with our Kiwi KISS convertible note template.
wholesale investor certificate
This certificate is for use by an investor who is seeking to invest in a company on the basis that they are a wholesale investor.
free capital raising guides
We've put together in-depth guides to help founders get up to speed.
rolling closes on startup investments
How to deal with a rolling close in your startup investment documents
economic downturn and startup term sheets
The global economic downturn has inevitably hit the startup and venture capital ecosystem. Investors in startups, like everyone else, are impacted by falling stock prices and fund valuations, distracted from…
tranches in investments: what you need to know
Occasionally investors request that their investment amount be paid in tranches (ie split into portions). This guide covers why you should be wary.
active investors in nz tech startups
This guide (revised for 2020) is our take on NZ’s tech investor landscape. This is aimed at early-stage startups who are considering getting investment into their company.
does your investor pass the FMCA test?
This is a choose your own adventure-style tool we have created for companies looking to raise capital by issuing shares, options or convertible notes to New Zealand-based investors.
NZ securities law – tech company capital raising
This guidance note summarises the Schedule 1 exclusions that are potentially relevant to private technology companies raising capital in New Zealand.
capital raising basics: investment mechanics and terms
In this guide, we focus on what happens once you have found some willing investors – negotiating and completing the investment deal.
capital raising basics: getting investment ready
This guide is intended to help you with the process of getting your company investment ready, finding potential investors, and creating your capital raising road map.
read our capital raising case studies
shuttlerock
Shuttlerock developed a SaaS platform to help brands collect content and use it in online video advertisements. Read more about how they closed their round of ~$1.6m in late 2017.
jude
Jude was created by New Zealand fintech company Jude Limited to automatically handle those routine but easily overlooked parts of managing your bank accounts. Read about their seed round with Ice Angels.
nyriad
Software company Nyriad has developed an ultrafast, low-power GPU-based storage solution, and recently closed a series A capital raise, with Kindrik Partners handling the legals.
