Guides & templates
Authored by experts, our guides and templates empower private companies with the knowledge and tools they need to navigate the complexities of equity distribution and employee share schemes or option plans (ESOP).
Navigate the complexities of equity
Shareholder and investor report template
This downloadable template is designed to help you prepare the content for your regular reporting.
Share registry compliance guide
Our research has found that up to 80% of New Zealand companies are not meeting their share register compliance requirements.
How to best explain ESOP to your team (with presentation template)
Ensure you make the most of options as an incentivising tool to motivate employee and company performance. We provide a helpful template to land this well with your team.
Capitalisation (Cap) table template
If you're looking to raise money but unsure where to start when designing a clean cap table to support, you can start by using our template built on best practice to help you get started.
ESOP allocation template
If you're unsure where to start when it comes to allocating an ESOP pool grant or how much to give each team member, we can help you out using our best practice template.
Capital raise checklist
When looking to raise capital to support your growth ambitions, it can be hard to know where to start. We have developed a standard checklist to help companies who are looking to raise money.