Series A — Due Diligence NDA
Download a comprehensive 6-page Word template tailored for Series A diligence: term-sheet previews, exclusivity options, IP & compliance addenda.
How this NDA helps Series A startups
Deeper due diligence: Allows controlled sharing of models, cap tables, term-sheet previews and legal materials while protecting sensitive negotiation positions.
Term-sheet handling: Clauses treat previewed term-sheets as confidential and restrict misuse or solicitation based on disclosed drafts.
Optional limited exclusivity: Time-boxed exclusivity addendum (7–30 days) available as an optional clause — always explicit and narrowly drafted.
IP and compliance addenda: Source-code addendum, DPA example, and trade-secret guidance included to meet institutional diligence expectations.
Founder negotiation notes: Practical tips on survival periods, carve-outs, permitted disclosures to counsel, and handling investor comments.
Series A checklist before sharing:
- Redact sensitive customer PII; provide anonymized metrics where possible.
- Provide cap table snapshot and material contracts only after initial interest.
- Use watermarked term-sheet previews and time-limited data room links for active negotiations.
Downloaded Word file includes a multi-page agreement, schedules, an exclusivity addendum (optional), a DPA example and a source-code addendum.
Schedule Demo
15 Min call for a detailed platform walkthrough!