Resources / Templates
Working documents, not blank forms.
Lengdon publishes ten annotated templates — convertible notes, SAFEs, due diligence checklists, data room indexes, NDAs, investment memos, and LP updates — each with market-standard structure and clause-by-clause context, free to download.
For founders
Instruments and process documents for raising.
Convertible Note — Term Sheet
A market-standard convertible note, annotated clause by clause with why it matters and the typical range.
Download PDF ↓SAFE (Post-Money) — Term Sheet
YC's post-money SAFE structure, annotated, with a worked example of dilution at three different round sizes.
Download PDF ↓Due Diligence Checklist — Seed / Series A
42 items across 6 categories — what a serious investor will ask for, and the gap founders usually have.
Download PDF ↓Data Room Index — Series A Ready
The folder structure for a complete data room, with what “good” looks like versus just checking the box.
Download PDF ↓Mutual NDA — Fundraising Context
Written specifically for sharing a deck and financial model with an investor, not a repurposed commercial NDA.
Download PDF ↓For investors
Instruments and process documents for running a portfolio.
Investment Memo — Seed Stage
The memo structure used ahead of a partner meeting, with a worked fictional example and 1×/3×/10× return scenarios.
Download PDF ↓LP Update — Quarterly Template
A direct, no-spin reporting structure, with explicit guidance on what not to write.
Download PDF ↓Due Diligence Checklist — Seed (Investor-Facing)
37 items across 5 risk areas — the investor's own checklist for what to verify before signing.
Download PDF ↓Term Sheet — Lead Investor, Priced Equity Round
A priced-round term sheet from the lead investor's side, annotated for what's negotiable and what isn't.
Download PDF ↓Portfolio Monitoring — Monthly Template
A monthly metrics tracker for a 10–20 company portfolio, with a runway RAG flag system.
Download PDF ↓