@open-agreements/open-agreements 0.2.0

package/content/external/yc-safe-pro-rata-side-letter/README.md

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+# YC Pro Rata Side Letter
+
+Y Combinator's Pro Rata Side Letter, granting the investor pro rata rights in connection with a Post-Money SAFE investment.
+
+## Source
+
+- **Document**: Pro Rata Side Letter
+- **Publisher**: Y Combinator
+- **URL**: https://www.ycombinator.com/documents
+- **License**: CC BY-ND 4.0
+
+## License Notice
+
+This document is redistributed under the Creative Commons Attribution-NoDerivatives 4.0 International license (CC BY-ND 4.0). The `template.docx` file in this directory is an unmodified copy of the original as published by Y Combinator.
+
+You may fill in the blanks for your own use. Do not redistribute modified versions of the document itself. See https://creativecommons.org/licenses/by-nd/4.0/ for full license terms.

package/content/external/yc-safe-pro-rata-side-letter/clean.json

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+{
+  "removeFootnotes": false,
+  "removeParagraphPatterns": []
+}

package/content/external/yc-safe-pro-rata-side-letter/metadata.yaml

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+name: YC Pro Rata Side Letter
+description: >-
+  Y Combinator's Pro Rata Side Letter, granting the investor pro rata rights in connection with a Post-Money SAFE
+  investment.
+source_url: https://www.ycombinator.com/documents
+version: '2024.12'
+license: CC-BY-ND-4.0
+allow_derivatives: false
+attribution_text: >-
+  Based on the Y Combinator Pro Rata Side Letter, available at https://www.ycombinator.com/documents. Licensed under CC
+  BY-ND 4.0. Copyright Y Combinator.
+source_sha256: 9b769a6a724da0c40e6649df8c774f49cc20dafe7247cc366ce4b98b4c2a3510
+fields:
+  - name: company_name
+    type: string
+    description: Full legal name of the company
+    section: Parties
+  - name: investor_name
+    type: string
+    description: Full legal name of the investor
+    section: Parties
+  - name: date_of_safe
+    type: date
+    description: Date of the related SAFE agreement
+    section: Deal Terms
+  - name: company_name_caps
+    type: string
+    description: Company name in uppercase as used in the header (e.g., "ACME INC.")
+    section: Signatures
+  - name: investor_name_caps
+    type: string
+    description: Investor name in uppercase as used in the header (e.g., "JANE DOE")
+    section: Signatures
+  - name: name
+    type: string
+    description: Name of the company signatory
+    section: Signatures
+  - name: title
+    type: string
+    description: Title of the company signatory (e.g., "CEO")
+    section: Signatures
+required_fields:
+  - company_name
+  - investor_name
+  - date_of_safe
+  - company_name_caps
+  - investor_name_caps
+  - name
+  - title

package/content/external/yc-safe-pro-rata-side-letter/replacements.json

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+{
+  "[Company Name]": "{company_name}",
+  "[Investor Name]": "{investor_name}",
+  "[Date of Safe]": "{date_of_safe}",
+  "[COMPANY NAME]": "{company_name_caps}",
+  "[INVESTOR NAME]": "{investor_name_caps}",
+  "[name]": "{name}",
+  "[title]": "{title}"
+}

package/content/external/yc-safe-valuation-cap/README.md

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+# YC Post-Money SAFE — Valuation Cap
+
+Y Combinator's Post-Money SAFE (Simple Agreement for Future Equity) with a valuation cap and no discount.
+
+## Source
+
+- **Document**: Post-Money SAFE — Valuation Cap Only
+- **Publisher**: Y Combinator
+- **URL**: https://www.ycombinator.com/documents
+- **License**: CC BY-ND 4.0
+
+## License Notice
+
+This document is redistributed under the Creative Commons Attribution-NoDerivatives 4.0 International license (CC BY-ND 4.0). The `template.docx` file in this directory is an unmodified copy of the original as published by Y Combinator.
+
+You may fill in the blanks for your own use. Do not redistribute modified versions of the document itself. See https://creativecommons.org/licenses/by-nd/4.0/ for full license terms.

package/content/external/yc-safe-valuation-cap/clean.json

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+{
+  "removeFootnotes": false,
+  "removeParagraphPatterns": []
+}

package/content/external/yc-safe-valuation-cap/metadata.yaml

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+name: YC Post-Money SAFE — Valuation Cap
+description: >-
+  Y Combinator's Post-Money SAFE (Simple Agreement for Future Equity) with a valuation cap and no discount. The most
+  common early-stage investment instrument.
+source_url: https://www.ycombinator.com/documents
+version: '2024.12'
+license: CC-BY-ND-4.0
+allow_derivatives: false
+attribution_text: >-
+  Based on the Y Combinator Post-Money SAFE, available at https://www.ycombinator.com/documents. Licensed under CC BY-ND
+  4.0. Copyright Y Combinator.
+source_sha256: 185d24f5bcf13acdf1419bf1d420771088da5dea3b3f3e0cdc7fa5df643649c4
+fields:
+  - name: company_name
+    type: string
+    description: Full legal name of the company
+    section: Parties
+  - name: investor_name
+    type: string
+    description: Full legal name of the investor
+    section: Parties
+  - name: purchase_amount
+    type: string
+    description: Dollar amount of the investment (e.g., "100,000")
+    section: Deal Terms
+  - name: valuation_cap
+    type: string
+    description: Post-money valuation cap in dollars (e.g., "10,000,000")
+    section: Deal Terms
+  - name: date_of_safe
+    type: date
+    description: Date the SAFE is executed
+    section: Deal Terms
+  - name: state_of_incorporation
+    type: string
+    description: State where the company is incorporated (e.g., "Delaware")
+    section: Company Details
+  - name: governing_law_jurisdiction
+    type: string
+    description: State whose laws govern the agreement (e.g., "Delaware")
+    section: Company Details
+  - name: company
+    type: string
+    description: Company name as used in the signature block (typically matches company_name)
+    section: Signatures
+  - name: name
+    type: string
+    description: Name of the company signatory
+    section: Signatures
+  - name: title
+    type: string
+    description: Title of the company signatory (e.g., "CEO")
+    section: Signatures
+required_fields:
+  - company_name
+  - investor_name
+  - purchase_amount
+  - valuation_cap
+  - date_of_safe
+  - state_of_incorporation
+  - governing_law_jurisdiction
+  - company
+  - name
+  - title

package/content/external/yc-safe-valuation-cap/replacements.json

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+{
+  "[Company Name]": "{company_name}",
+  "[Investor Name]": "{investor_name}",
+  "$[_____________] (the \u201cPurchase Amount\u201d)": "${purchase_amount} (the \u201cPurchase Amount\u201d)",
+  "$[_____________].": "${valuation_cap}.",
+  "[Date of Safe]": "{date_of_safe}",
+  "[State of Incorporation]": "{state_of_incorporation}",
+  "[Governing Law Jurisdiction]": "{governing_law_jurisdiction}",
+  "[COMPANY]": "{company}",
+  "[name]": "{name}",
+  "[title]": "{title}"
+}

package/content/recipes/nvca-certificate-of-incorporation/clean.json

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+{
+  "removeFootnotes": true,
+  "removeParagraphPatterns": [
+    "^Note to Drafter:",
+    "^Preliminary Note\\b",
+    "^Use the following"
+  ]
+}

package/content/recipes/nvca-certificate-of-incorporation/metadata.yaml

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+name: NVCA Model Certificate of Incorporation
+description: >-
+  Amended and restated certificate of incorporation for venture-backed Delaware corporations, defining preferred stock
+  rights, preferences, and privileges.
+source_url: https://nvca.org/wp-content/uploads/2025/10/NVCA-Model-COI-10-1-2025.docx
+source_version: 10-1-2025
+license_note: >-
+  NVCA model documents are freely downloadable but not redistributable. This recipe contains only transformation
+  instructions, not the source document.
+source_sha256: d75600769c12724990de48149d7a2bb161f3522daa54b1783672f93697d87d29
+optional: false
+fields:
+  - name: original_issue_price
+    type: string
+    description: Original purchase price per share of Series A Preferred Stock
+  - name: initial_purchase_price
+    type: string
+    description: Initial Series A purchase price per share
+  - name: signature_page_marker
+    type: string
+    description: Signature page marker text
+    default: Signature Page Follows
+  - name: time_zone
+    type: string
+    description: Time zone for notices and deadlines (e.g., Eastern, Pacific)
+    default: Eastern
+  - name: par_value
+    type: string
+    description: Par value per share of common and preferred stock
+    default: '0.001'
+  - name: specify_percentage
+    type: string
+    description: Percentage threshold for specified provisions
+  - name: effective_date
+    type: date
+    description: Effective date of the certificate of incorporation
+required_fields:
+  - original_issue_price
+  - initial_purchase_price
+  - time_zone
+  - par_value
+  - specify_percentage
+  - effective_date

package/content/recipes/nvca-certificate-of-incorporation/replacements.json

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+{
+  "[insert original purchase price of Series A Preferred Stock]": "{original_issue_price}",
+  "[insert initial Series A purchase price]": "{initial_purchase_price}",
+  "[Signature Page Follows]": "{signature_page_marker}",
+  "[Eastern/Pacific]": "{time_zone}",
+  "[$0.001]": "${par_value}",
+  "[specify percentage]": "{specify_percentage}",
+  "[________ __, 20__]": "{effective_date}"
+}

package/content/recipes/nvca-indemnification-agreement/clean.json

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+{
+  "removeFootnotes": false,
+  "removeParagraphPatterns": [
+    "^Comment:",
+    "^NOTE:"
+  ],
+  "removeRanges": [
+    {
+      "start": "^MODEL INDEMNIFICATION AGREEMENT$",
+      "end": "against their own directors and officers\\."
+    },
+    {
+      "start": "^\\[Comment:",
+      "end": "\\]\\s*$"
+    }
+  ]
+}

package/content/recipes/nvca-indemnification-agreement/metadata.yaml

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+name: NVCA Model Indemnification Agreement
+description: >-
+  Director and officer indemnification agreement for venture-backed companies, providing indemnification and advancement
+  of expenses.
+source_url: https://nvca.org/wp-content/uploads/2021/12/NVCA-2020-Indemnification-Agreement.docx
+source_version: '2020'
+license_note: >-
+  NVCA model documents are freely downloadable but not redistributable. This recipe contains only transformation
+  instructions, not the source document.
+source_sha256: f9b61b4d99e245573de41d9469925b4332f871ec0e6ac6593055cdfe17825300
+optional: false
+fields:
+  - name: indemnitee_name
+    type: string
+    description: Full legal name of the indemnitee (director or officer)
+  - name: indemnitee_address
+    type: string
+    description: Address of the indemnitee
+  - name: company_name
+    type: string
+    description: Name of the corporation providing indemnification
+  - name: fund_sponsor_name
+    type: string
+    description: Name of the sponsoring fund or entity appointing the indemnitee
+  - name: indemnitee_role
+    type: string
+    description: Primary role being indemnified (e.g. director)
+    default: director
+  - name: indemnitee_role_plural
+    type: string
+    description: Plural form of the primary role (e.g. directors)
+    default: directors
+  - name: indemnitee_role_secondary
+    type: string
+    description: Secondary role being indemnified (e.g. officer)
+    default: officer
+  - name: indemnitee_role_secondary_plural
+    type: string
+    description: Plural form of the secondary role (e.g. officers)
+    default: officers
+  - name: indemnitee_pronoun_possessive
+    type: string
+    description: Possessive pronoun for the indemnitee entity (e.g. its)
+    default: its
+  - name: indemnitee_pronoun_possessive_plural
+    type: string
+    description: Plural possessive pronoun for the indemnitee (e.g. their)
+    default: their
+  - name: bylaws_name
+    type: string
+    description: Name of the company's bylaws document
+    default: Bylaws
+  - name: certificate_name
+    type: string
+    description: Name of the company's certificate of incorporation
+    default: Certificate of Incorporation
+  - name: and_appointing_stockholder
+    type: string
+    description: Optional additional party text or empty string
+    default: ''
+  - name: indemnification_section_letter
+    type: string
+    description: Section reference letter for indemnification provisions in the certificate
+    default: E
+  - name: signature_page_marker
+    type: string
+    description: Signature page marker text
+    default: Signature Page Follows
+required_fields:
+  - indemnitee_name
+  - indemnitee_address
+  - company_name
+  - indemnitee_role
+  - indemnitee_role_plural
+  - indemnitee_pronoun_possessive
+  - indemnitee_pronoun_possessive_plural
+  - bylaws_name
+  - certificate_name
+  - indemnification_section_letter

package/content/recipes/nvca-indemnification-agreement/replacements.json

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+{
+  "[name]": "{indemnitee_name}",
+  "[address]": "{indemnitee_address}",
+  "[corporation]": "{company_name}",
+  "[name of fund/sponsor]": "{fund_sponsor_name}",
+  "[director]": "{indemnitee_role}",
+  "[directors]": "{indemnitee_role_plural}",
+  "[officer]": "{indemnitee_role_secondary}",
+  "[officers]": "{indemnitee_role_secondary_plural}",
+  "[its]": "{indemnitee_pronoun_possessive}",
+  "[their]": "{indemnitee_pronoun_possessive_plural}",
+  "[Bylaws]": "{bylaws_name}",
+  "[Certificate of Incorporation]": "{certificate_name}",
+  "[and Appointing Stockholder]": "{and_appointing_stockholder}",
+  "[E]": "{indemnification_section_letter}",
+  "[Signature Page Follows]": "{signature_page_marker}"
+}

package/content/recipes/nvca-investors-rights-agreement/clean.json

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+{
+  "removeFootnotes": true,
+  "removeParagraphPatterns": [
+    "^Note to Drafter:",
+    "^Preliminary Note\\b",
+    "^Alternative 1:",
+    "^Alternative 2:",
+    "^Alternative:",
+    "^\\[Alternative",
+    "^Annex 2"
+  ]
+}

package/content/recipes/nvca-investors-rights-agreement/metadata.yaml

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+name: NVCA Model Investors' Rights Agreement
+description: >-
+  Investors' rights agreement for venture financings, covering registration rights, information rights, board observer
+  rights, and protective provisions.
+source_url: https://nvca.org/wp-content/uploads/2025/10/NVCA-Model-IRA-10-1-2025-2-1.docx
+source_version: 10-1-2025
+license_note: >-
+  NVCA model documents are freely downloadable but not redistributable. This recipe contains only transformation
+  instructions, not the source document.
+source_sha256: be8ad13f171a343bdb53716b1d318689ae3477cdf7f1986b2e3985e1cabbd08a
+optional: false
+fields:
+  - name: company_name
+    type: string
+    description: Full legal name of the company (e.g. Acme Corp, Inc.)
+  - name: company_name_short
+    type: string
+    description: Short name of the company used in running text (e.g. Acme or the Company)
+  - name: investor_name
+    type: string
+    description: Full legal name of the lead investor
+  - name: company_counsel
+    type: string
+    description: Name and address of company's legal counsel
+  - name: counsel_cc
+    type: string
+    description: Additional counsel to CC on notices, or empty string if none
+    default: ''
+  - name: state_of_incorporation
+    type: string
+    description: State of incorporation (e.g. Delaware)
+    default: Delaware
+  - name: state_lower
+    type: string
+    description: State of incorporation in lowercase (e.g. delaware)
+    default: delaware
+  - name: judicial_district
+    type: string
+    description: Federal judicial district for dispute resolution (e.g. District of Delaware)
+    default: District of Delaware
+  - name: amended_restated_upper
+    type: string
+    description: Uppercase prefix if amending a prior agreement (e.g. AMENDED AND RESTATED) or empty string
+    default: ''
+  - name: amended_restated
+    type: string
+    description: Title-case prefix if amending a prior agreement (e.g. Amended and Restated) or empty string
+    default: ''
+  - name: business_description
+    type: string
+    description: Brief description of the company's business
+  - name: signature_page_marker
+    type: string
+    description: Signature page marker text
+    default: Signature Page Follows
+  - name: effective_date
+    type: string
+    description: Effective date of the agreement (e.g. January 15, 2025)
+  - name: checklist_delivery_date
+    type: string
+    description: Date the compliance checklist is being delivered
+required_fields:
+  - company_name
+  - company_name_short
+  - investor_name
+  - company_counsel
+  - state_of_incorporation
+  - state_lower
+  - judicial_district
+  - business_description
+  - effective_date

package/content/recipes/nvca-investors-rights-agreement/replacements.json

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+{
+  "[Insert Company Name]": "{company_name}",
+  "[Company Name]": "{company_name}",
+  "[Company]": "{company_name_short}",
+  "[Insert Investor Name]": "{investor_name}",
+  "[Company counsel name and address]": "{company_counsel}",
+  "[Counsel cc, if any]": "{counsel_cc}",
+  "[State of Delaware]": "State of {state_of_incorporation}",
+  "[State]": "{state_of_incorporation}",
+  "[state]": "{state_lower}",
+  "[judicial district]": "{judicial_district}",
+  "[AMENDED AND RESTATED]": "{amended_restated_upper}",
+  "[Amended and Restated]": "{amended_restated}",
+  "[description of business]": "{business_description}",
+  "[Signature Page Follows]": "{signature_page_marker}",
+  "[_________ __, 20__]": "{effective_date}",
+  "[Date checklist is being delivered]": "{checklist_delivery_date}"
+}

package/content/recipes/nvca-management-rights-letter/clean.json

@@ -0,0 +1,7 @@
+{
+  "removeFootnotes": true,
+  "removeParagraphPatterns": [
+    "^Note to Drafter:",
+    "^Preliminary Note\\b"
+  ]
+}

package/content/recipes/nvca-management-rights-letter/metadata.yaml

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+name: NVCA Model Management Rights Letter
+description: Management rights letter granting ERISA-qualifying management rights to venture capital fund investors.
+source_url: https://nvca.org/wp-content/uploads/2025/12/NVCA-2020-Management-Rights-Letter-1-1.docx
+source_version: '2020'
+license_note: >-
+  NVCA model documents are freely downloadable but not redistributable. This recipe contains only transformation
+  instructions, not the source document.
+source_sha256: 9661d2a68ca20ee77cf553f1ec5804f08147e7e4c35f5a03938e76a778083e8b
+optional: false
+fields:
+  - name: company_name_upper
+    type: string
+    description: Company name in uppercase
+  - name: investor_name
+    type: string
+    description: Full name of the investor
+  - name: investor_name_upper
+    type: string
+    description: Investor name in uppercase
+  - name: city
+    type: string
+    description: City for the company address
+  - name: state
+    type: string
+    description: State for the company address
+  - name: street_address
+    type: string
+    description: Street address for the company
+  - name: zip_code
+    type: string
+    description: ZIP code for the company address
+  - name: company_letterhead
+    type: string
+    description: Portfolio company letterhead text
+    default: ''
+  - name: signature_page_marker
+    type: string
+    description: Signature page marker text
+    default: Signature Page Follows
+required_fields:
+  - company_name_upper
+  - investor_name
+  - investor_name_upper
+  - city
+  - state
+  - street_address
+  - zip_code

package/content/recipes/nvca-management-rights-letter/replacements.json

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+{
+  "[COMPANY]": "{company_name_upper}",
+  "[Investor Name]": "{investor_name}",
+  "[INVESTOR]": "{investor_name_upper}",
+  "[City]": "{city}",
+  "[State]": "{state}",
+  "[Street Address]": "{street_address}",
+  "[Zip]": "{zip_code}",
+  "[PORTFOLIO COMPANY LETTERHEAD]": "{company_letterhead}",
+  "[Signature Page Follows]": "{signature_page_marker}"
+}

package/content/recipes/nvca-rofr-co-sale-agreement/clean.json

@@ -0,0 +1,7 @@
+{
+  "removeFootnotes": true,
+  "removeParagraphPatterns": [
+    "^Note to Drafter:",
+    "^Preliminary Note\\b"
+  ]
+}

package/content/recipes/nvca-rofr-co-sale-agreement/metadata.yaml

@@ -0,0 +1,76 @@
+name: NVCA Model Right of First Refusal and Co-Sale Agreement
+description: >-
+  Right of first refusal and co-sale agreement for venture financings, restricting transfer of founder shares and
+  providing investor co-sale rights.
+source_url: https://nvca.org/wp-content/uploads/2025/10/NVCA-Model-ROFRA-10-1-2025.docx
+source_version: 10-1-2025
+license_note: >-
+  NVCA model documents are freely downloadable but not redistributable. This recipe contains only transformation
+  instructions, not the source document.
+source_sha256: 126b4a402d41b768ff0c9aebf593792159c31ca7a930c440dd5ae0516ef4c4ad
+optional: false
+fields:
+  - name: company_name
+    type: string
+    description: Full legal name of the company (e.g. Acme Corp, Inc.)
+  - name: investor_name
+    type: string
+    description: Full legal name of the lead investor
+  - name: key_holder_name
+    type: string
+    description: Full name of the key holder (founder or executive)
+  - name: company_counsel
+    type: string
+    description: Name and address of company's legal counsel
+  - name: counsel_cc
+    type: string
+    description: Additional counsel to CC on notices, or empty string if none
+    default: ''
+  - name: amended_restated_upper
+    type: string
+    description: Uppercase prefix if amending a prior agreement (e.g. AMENDED AND RESTATED) or empty string
+    default: ''
+  - name: amended_restated
+    type: string
+    description: Title-case prefix if amending a prior agreement (e.g. Amended and Restated) or empty string
+    default: ''
+  - name: judicial_district
+    type: string
+    description: Federal judicial district for dispute resolution (e.g. District of Delaware)
+    default: District of Delaware
+  - name: state_lower
+    type: string
+    description: State of incorporation in lowercase (e.g. delaware)
+    default: delaware
+  - name: business_description
+    type: string
+    description: Brief description of the company's business
+  - name: signature_page_marker
+    type: string
+    description: Signature page marker text
+    default: Signature Page Follows
+  - name: effective_date
+    type: string
+    description: Effective date of the agreement (e.g. January 15, 2025)
+  - name: specify_percentage
+    type: string
+    description: Specified percentage threshold for key holder transfers
+  - name: rofr_response_days
+    type: string
+    description: Number of days for the company and investors to respond to a ROFR notice (default 45)
+    default: '45'
+  - name: key_holders_label
+    type: string
+    description: Label for the key holders group (e.g. Key Holders or Founders)
+    default: Key Holders
+required_fields:
+  - company_name
+  - investor_name
+  - key_holder_name
+  - company_counsel
+  - judicial_district
+  - state_lower
+  - business_description
+  - effective_date
+  - specify_percentage
+  - rofr_response_days

package/content/recipes/nvca-rofr-co-sale-agreement/replacements.json

@@ -0,0 +1,17 @@
+{
+  "[Insert Company Name]": "{company_name}",
+  "[Insert Investor Name]": "{investor_name}",
+  "[Insert Key Holder Name]": "{key_holder_name}",
+  "[Company Counsel Name and Address]": "{company_counsel}",
+  "[Counsel cc, if any]": "{counsel_cc}",
+  "[AMENDED AND RESTATED]": "{amended_restated_upper}",
+  "[Amended and Restated]": "{amended_restated}",
+  "[judicial district]": "{judicial_district}",
+  "[state]": "{state_lower}",
+  "[description of business]": "{business_description}",
+  "[Signature Page Follows]": "{signature_page_marker}",
+  "[_____ __, 20___]": "{effective_date}",
+  "[specify percentage]": "{specify_percentage}",
+  "[45]": "{rofr_response_days}",
+  "[Key Holders]": "{key_holders_label}"
+}

package/content/recipes/nvca-stock-purchase-agreement/clean.json

@@ -0,0 +1,13 @@
+{
+  "removeFootnotes": true,
+  "removeParagraphPatterns": [
+    "^This sample document is the work product of a national coalition of attorneys",
+    "^For those who will redline this against prior NVCA versions",
+    "^The Stock Purchase Agreement sets forth the basic terms of the purchase and sale of the preferred stock",
+    "^Note to Drafter:",
+    "^Preliminary Note\\b",
+    "^Alternative 1:",
+    "^Alternative 2:",
+    "^\\[Alternative"
+  ]
+}