Document Templates

This folder contains each of the documents found in each Pathway Template for quick reference and downloading

Pitch Deck Template
This is one example of a pitch deck. 
Wed, 31 Aug, 2022 at 10:02 AM
Sample Cap Table
This is a detailed cap table with pre and post money cap calculations. 
Wed, 31 Aug, 2022 at 10:03 AM
Directors Action Tracker Template
This is an excel version of a Directors Action Tracker Template.  It could also be used as a Shareholders action tracker template
Sat, 11 Dec, 2021 at 11:38 AM
Directors Meeting Agenda Template
Sample agenda template for a directors meeting. It could also be used as a template for a shareholders meeting.  Directors Meeting Agenda
Wed, 31 Aug, 2022 at 12:14 PM
Director's Meeting Minutes Template
This is a sample Directors Meeting Minutes Template based on the Directors Agenda Template. It could also be used for Shareholders meetings.  Director&#...
Fri, 2 Sep, 2022 at 9:14 AM
Types of Potential Business Risks
This is a sample list of some of the basic types of risks that businesses might face: List of Potential Risk Categories
Fri, 2 Sep, 2022 at 9:21 AM
Authorised Signature List Template
An example template for authorised signatories:
Thu, 1 Sep, 2022 at 5:52 PM
KIDD Document Template
Here is the KIDD Document Template 
Thu, 1 Sep, 2022 at 5:52 PM
Executive Summary for Board or Investment Committee Meetings
Board and Investment Committee meetings often require reports or documents to be submitted for review.  These documents may be very detailed and in a range ...
Thu, 1 Sep, 2022 at 5:56 PM
Business Loan sample rejection letter
If you have decided you cannot offer a business loan, you will need to notify the prospective borrower. We have included below an example business rejection...
Thu, 1 Sep, 2022 at 6:01 PM