@open-agreements/open-agreements 0.2.0

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Files changed (358) hide show
  1. package/LICENSE +21 -0
  2. package/README.md +359 -0
  3. package/bin/open-agreements.js +4 -0
  4. package/content/external/LICENSE +27 -0
  5. package/content/external/README.md +38 -0
  6. package/content/external/yc-safe-discount/README.md +16 -0
  7. package/content/external/yc-safe-discount/clean.json +4 -0
  8. package/content/external/yc-safe-discount/metadata.yaml +67 -0
  9. package/content/external/yc-safe-discount/replacements.json +13 -0
  10. package/content/external/yc-safe-discount/template.docx +0 -0
  11. package/content/external/yc-safe-mfn/README.md +16 -0
  12. package/content/external/yc-safe-mfn/clean.json +4 -0
  13. package/content/external/yc-safe-mfn/metadata.yaml +64 -0
  14. package/content/external/yc-safe-mfn/replacements.json +12 -0
  15. package/content/external/yc-safe-mfn/template.docx +0 -0
  16. package/content/external/yc-safe-pro-rata-side-letter/README.md +16 -0
  17. package/content/external/yc-safe-pro-rata-side-letter/clean.json +4 -0
  18. package/content/external/yc-safe-pro-rata-side-letter/metadata.yaml +49 -0
  19. package/content/external/yc-safe-pro-rata-side-letter/replacements.json +9 -0
  20. package/content/external/yc-safe-pro-rata-side-letter/template.docx +0 -0
  21. package/content/external/yc-safe-valuation-cap/README.md +16 -0
  22. package/content/external/yc-safe-valuation-cap/clean.json +4 -0
  23. package/content/external/yc-safe-valuation-cap/metadata.yaml +64 -0
  24. package/content/external/yc-safe-valuation-cap/replacements.json +12 -0
  25. package/content/external/yc-safe-valuation-cap/template.docx +0 -0
  26. package/content/recipes/nvca-certificate-of-incorporation/clean.json +8 -0
  27. package/content/recipes/nvca-certificate-of-incorporation/metadata.yaml +43 -0
  28. package/content/recipes/nvca-certificate-of-incorporation/replacements.json +9 -0
  29. package/content/recipes/nvca-indemnification-agreement/clean.json +17 -0
  30. package/content/recipes/nvca-indemnification-agreement/metadata.yaml +79 -0
  31. package/content/recipes/nvca-indemnification-agreement/replacements.json +17 -0
  32. package/content/recipes/nvca-investors-rights-agreement/clean.json +12 -0
  33. package/content/recipes/nvca-investors-rights-agreement/metadata.yaml +71 -0
  34. package/content/recipes/nvca-investors-rights-agreement/replacements.json +18 -0
  35. package/content/recipes/nvca-management-rights-letter/clean.json +7 -0
  36. package/content/recipes/nvca-management-rights-letter/metadata.yaml +47 -0
  37. package/content/recipes/nvca-management-rights-letter/replacements.json +11 -0
  38. package/content/recipes/nvca-rofr-co-sale-agreement/clean.json +7 -0
  39. package/content/recipes/nvca-rofr-co-sale-agreement/metadata.yaml +76 -0
  40. package/content/recipes/nvca-rofr-co-sale-agreement/replacements.json +17 -0
  41. package/content/recipes/nvca-stock-purchase-agreement/clean.json +13 -0
  42. package/content/recipes/nvca-stock-purchase-agreement/computed.json +103 -0
  43. package/content/recipes/nvca-stock-purchase-agreement/metadata.yaml +138 -0
  44. package/content/recipes/nvca-stock-purchase-agreement/normalize.json +83 -0
  45. package/content/recipes/nvca-stock-purchase-agreement/replacements.json +41 -0
  46. package/content/recipes/nvca-voting-agreement/README.md +53 -0
  47. package/content/recipes/nvca-voting-agreement/clean.json +7 -0
  48. package/content/recipes/nvca-voting-agreement/metadata.yaml +66 -0
  49. package/content/recipes/nvca-voting-agreement/replacements.json +18 -0
  50. package/content/templates/bonterms-mutual-nda/README.md +27 -0
  51. package/content/templates/bonterms-mutual-nda/metadata.yaml +58 -0
  52. package/content/templates/bonterms-mutual-nda/source.json +18 -0
  53. package/content/templates/bonterms-mutual-nda/template.docx +0 -0
  54. package/content/templates/bonterms-professional-services-agreement/README.md +24 -0
  55. package/content/templates/bonterms-professional-services-agreement/metadata.yaml +45 -0
  56. package/content/templates/bonterms-professional-services-agreement/selections.json +12 -0
  57. package/content/templates/bonterms-professional-services-agreement/source.json +18 -0
  58. package/content/templates/bonterms-professional-services-agreement/template.docx +0 -0
  59. package/content/templates/closing-checklist/metadata.yaml +39 -0
  60. package/content/templates/closing-checklist/template.docx +0 -0
  61. package/content/templates/common-paper-ai-addendum/README.md +23 -0
  62. package/content/templates/common-paper-ai-addendum/metadata.yaml +31 -0
  63. package/content/templates/common-paper-ai-addendum/template.docx +0 -0
  64. package/content/templates/common-paper-ai-addendum-in-app/README.md +21 -0
  65. package/content/templates/common-paper-ai-addendum-in-app/metadata.yaml +21 -0
  66. package/content/templates/common-paper-ai-addendum-in-app/template.docx +0 -0
  67. package/content/templates/common-paper-amendment/README.md +27 -0
  68. package/content/templates/common-paper-amendment/metadata.yaml +53 -0
  69. package/content/templates/common-paper-amendment/template.docx +0 -0
  70. package/content/templates/common-paper-business-associate-agreement/README.md +29 -0
  71. package/content/templates/common-paper-business-associate-agreement/metadata.yaml +56 -0
  72. package/content/templates/common-paper-business-associate-agreement/replacements.json +3 -0
  73. package/content/templates/common-paper-business-associate-agreement/template.docx +0 -0
  74. package/content/templates/common-paper-cloud-service-agreement/README.md +32 -0
  75. package/content/templates/common-paper-cloud-service-agreement/metadata.yaml +354 -0
  76. package/content/templates/common-paper-cloud-service-agreement/template.docx +0 -0
  77. package/content/templates/common-paper-csa-click-through/README.md +33 -0
  78. package/content/templates/common-paper-csa-click-through/metadata.yaml +73 -0
  79. package/content/templates/common-paper-csa-click-through/template.docx +0 -0
  80. package/content/templates/common-paper-csa-with-ai/README.md +49 -0
  81. package/content/templates/common-paper-csa-with-ai/metadata.yaml +143 -0
  82. package/content/templates/common-paper-csa-with-ai/replacements.json +7 -0
  83. package/content/templates/common-paper-csa-with-ai/template.docx +0 -0
  84. package/content/templates/common-paper-csa-with-sla/README.md +53 -0
  85. package/content/templates/common-paper-csa-with-sla/metadata.yaml +159 -0
  86. package/content/templates/common-paper-csa-with-sla/replacements.json +7 -0
  87. package/content/templates/common-paper-csa-with-sla/template.docx +0 -0
  88. package/content/templates/common-paper-csa-without-sla/README.md +47 -0
  89. package/content/templates/common-paper-csa-without-sla/metadata.yaml +135 -0
  90. package/content/templates/common-paper-csa-without-sla/replacements.json +7 -0
  91. package/content/templates/common-paper-csa-without-sla/template.docx +0 -0
  92. package/content/templates/common-paper-data-processing-agreement/README.md +46 -0
  93. package/content/templates/common-paper-data-processing-agreement/metadata.yaml +130 -0
  94. package/content/templates/common-paper-data-processing-agreement/replacements.json +3 -0
  95. package/content/templates/common-paper-data-processing-agreement/template.docx +0 -0
  96. package/content/templates/common-paper-design-partner-agreement/README.md +29 -0
  97. package/content/templates/common-paper-design-partner-agreement/metadata.yaml +59 -0
  98. package/content/templates/common-paper-design-partner-agreement/replacements.json +4 -0
  99. package/content/templates/common-paper-design-partner-agreement/template.docx +0 -0
  100. package/content/templates/common-paper-independent-contractor-agreement/README.md +27 -0
  101. package/content/templates/common-paper-independent-contractor-agreement/metadata.yaml +55 -0
  102. package/content/templates/common-paper-independent-contractor-agreement/template.docx +0 -0
  103. package/content/templates/common-paper-letter-of-intent/README.md +25 -0
  104. package/content/templates/common-paper-letter-of-intent/metadata.yaml +42 -0
  105. package/content/templates/common-paper-letter-of-intent/template.docx +0 -0
  106. package/content/templates/common-paper-mutual-nda/README.md +29 -0
  107. package/content/templates/common-paper-mutual-nda/metadata.yaml +59 -0
  108. package/content/templates/common-paper-mutual-nda/selections.json +38 -0
  109. package/content/templates/common-paper-mutual-nda/template.docx +0 -0
  110. package/content/templates/common-paper-one-way-nda/README.md +27 -0
  111. package/content/templates/common-paper-one-way-nda/metadata.yaml +59 -0
  112. package/content/templates/common-paper-one-way-nda/template.docx +0 -0
  113. package/content/templates/common-paper-order-form/README.md +36 -0
  114. package/content/templates/common-paper-order-form/metadata.yaml +87 -0
  115. package/content/templates/common-paper-order-form/replacements.json +5 -0
  116. package/content/templates/common-paper-order-form/template.docx +0 -0
  117. package/content/templates/common-paper-order-form-with-sla/README.md +42 -0
  118. package/content/templates/common-paper-order-form-with-sla/metadata.yaml +111 -0
  119. package/content/templates/common-paper-order-form-with-sla/replacements.json +5 -0
  120. package/content/templates/common-paper-order-form-with-sla/template.docx +0 -0
  121. package/content/templates/common-paper-partnership-agreement/README.md +34 -0
  122. package/content/templates/common-paper-partnership-agreement/metadata.yaml +78 -0
  123. package/content/templates/common-paper-partnership-agreement/replacements.json +7 -0
  124. package/content/templates/common-paper-partnership-agreement/template.docx +0 -0
  125. package/content/templates/common-paper-pilot-agreement/README.md +34 -0
  126. package/content/templates/common-paper-pilot-agreement/metadata.yaml +100 -0
  127. package/content/templates/common-paper-pilot-agreement/replacements.json +4 -0
  128. package/content/templates/common-paper-pilot-agreement/selections.json +37 -0
  129. package/content/templates/common-paper-pilot-agreement/template.docx +0 -0
  130. package/content/templates/common-paper-professional-services-agreement/README.md +44 -0
  131. package/content/templates/common-paper-professional-services-agreement/metadata.yaml +124 -0
  132. package/content/templates/common-paper-professional-services-agreement/replacements.json +8 -0
  133. package/content/templates/common-paper-professional-services-agreement/template.docx +0 -0
  134. package/content/templates/common-paper-software-license-agreement/README.md +18 -0
  135. package/content/templates/common-paper-software-license-agreement/metadata.yaml +13 -0
  136. package/content/templates/common-paper-software-license-agreement/template.docx +0 -0
  137. package/content/templates/common-paper-statement-of-work/README.md +32 -0
  138. package/content/templates/common-paper-statement-of-work/metadata.yaml +71 -0
  139. package/content/templates/common-paper-statement-of-work/replacements.json +3 -0
  140. package/content/templates/common-paper-statement-of-work/template.docx +0 -0
  141. package/content/templates/common-paper-term-sheet/README.md +22 -0
  142. package/content/templates/common-paper-term-sheet/metadata.yaml +28 -0
  143. package/content/templates/common-paper-term-sheet/template.docx +0 -0
  144. package/content/templates/openagreements-employee-ip-inventions-assignment/README.md +31 -0
  145. package/content/templates/openagreements-employee-ip-inventions-assignment/metadata.yaml +71 -0
  146. package/content/templates/openagreements-employee-ip-inventions-assignment/template.docx +0 -0
  147. package/content/templates/openagreements-employee-ip-inventions-assignment/template.md +80 -0
  148. package/content/templates/openagreements-employment-confidentiality-acknowledgement/README.md +30 -0
  149. package/content/templates/openagreements-employment-confidentiality-acknowledgement/metadata.yaml +60 -0
  150. package/content/templates/openagreements-employment-confidentiality-acknowledgement/template.docx +0 -0
  151. package/content/templates/openagreements-employment-confidentiality-acknowledgement/template.md +51 -0
  152. package/content/templates/openagreements-employment-offer-letter/README.md +33 -0
  153. package/content/templates/openagreements-employment-offer-letter/metadata.yaml +75 -0
  154. package/content/templates/openagreements-employment-offer-letter/template.docx +0 -0
  155. package/content/templates/openagreements-employment-offer-letter/template.md +90 -0
  156. package/content/templates/working-group-list/metadata.yaml +22 -0
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  158. package/dist/cli/index.d.ts +4 -0
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  335. package/skills/cloud-service-agreement/CONNECTORS.md +19 -0
  336. package/skills/cloud-service-agreement/SKILL.md +172 -0
  337. package/skills/data-privacy-agreement/CONNECTORS.md +19 -0
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  339. package/skills/delaware-franchise-tax/CONNECTORS.md +16 -0
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  341. package/skills/delaware-franchise-tax/reference/ecorp-portal-playwright-notes.md +136 -0
  342. package/skills/delaware-franchise-tax/reference/faq.md +101 -0
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  356. package/skills/unit-test-philosophy/references/allure-test-spec-writing-guide.md +164 -0
  357. package/skills/venture-financing/CONNECTORS.md +19 -0
  358. package/skills/venture-financing/SKILL.md +169 -0
@@ -0,0 +1,103 @@
1
+ {
2
+ "version": "1.0",
3
+ "max_passes": 4,
4
+ "rules": [
5
+ {
6
+ "id": "derive-dispute-resolution-track-arbitration",
7
+ "description": "Alternative 1 in the SPA uses arbitration.",
8
+ "when_all": [
9
+ { "field": "dispute_resolution_mode", "op": "eq", "value": "arbitration" }
10
+ ],
11
+ "set_audit": {
12
+ "dispute_resolution_track": "arbitration",
13
+ "forum_governing_law_alignment": "n/a-arbitration"
14
+ }
15
+ },
16
+ {
17
+ "id": "derive-dispute-resolution-track-courts",
18
+ "description": "Alternative 2 in the SPA uses state/federal courts.",
19
+ "when_all": [
20
+ { "field": "dispute_resolution_mode", "op": "eq", "value": "courts" }
21
+ ],
22
+ "set_audit": {
23
+ "dispute_resolution_track": "courts"
24
+ }
25
+ },
26
+ {
27
+ "id": "derive-arbitration-location-default",
28
+ "description": "Alternative 1 contains a [location] placeholder for arbitration venue.",
29
+ "when_all": [
30
+ { "field": "dispute_resolution_track", "op": "eq", "value": "arbitration" },
31
+ { "field": "arbitration_location", "op": "falsy" }
32
+ ],
33
+ "set_fill": {
34
+ "arbitration_location": "San Francisco, California"
35
+ }
36
+ },
37
+ {
38
+ "id": "derive-judicial-district-default-california",
39
+ "description": "Alternative 2 courts path: derive district if omitted.",
40
+ "when_all": [
41
+ { "field": "dispute_resolution_track", "op": "eq", "value": "courts" },
42
+ { "field": "state_lower", "op": "eq", "value": "california" },
43
+ { "field": "judicial_district", "op": "falsy" }
44
+ ],
45
+ "set_fill": {
46
+ "judicial_district": "Northern District of California"
47
+ }
48
+ },
49
+ {
50
+ "id": "derive-judicial-district-default-new-york",
51
+ "description": "Alternative 2 courts path: derive district if omitted.",
52
+ "when_all": [
53
+ { "field": "dispute_resolution_track", "op": "eq", "value": "courts" },
54
+ { "field": "state_lower", "op": "eq", "value": "new york" },
55
+ { "field": "judicial_district", "op": "falsy" }
56
+ ],
57
+ "set_fill": {
58
+ "judicial_district": "Southern District of New York"
59
+ }
60
+ },
61
+ {
62
+ "id": "derive-judicial-district-default-delaware",
63
+ "description": "Alternative 2 courts path: derive district if omitted.",
64
+ "when_all": [
65
+ { "field": "dispute_resolution_track", "op": "eq", "value": "courts" },
66
+ { "field": "state_lower", "op": "eq", "value": "delaware" },
67
+ { "field": "judicial_district", "op": "falsy" }
68
+ ],
69
+ "set_fill": {
70
+ "judicial_district": "District of Delaware"
71
+ }
72
+ },
73
+ {
74
+ "id": "derive-governing-law-baseline",
75
+ "description": "NVCA SPA governing law clause is fixed to Delaware.",
76
+ "set_audit": {
77
+ "governing_law_state": "delaware"
78
+ }
79
+ },
80
+ {
81
+ "id": "derive-forum-governing-alignment",
82
+ "description": "Forum aligns with governing law when courts mode also uses Delaware.",
83
+ "when_all": [
84
+ { "field": "dispute_resolution_track", "op": "eq", "value": "courts" },
85
+ { "field": "state_lower", "op": "eq", "value": "delaware" }
86
+ ],
87
+ "set_audit": {
88
+ "forum_governing_law_alignment": "aligned"
89
+ }
90
+ },
91
+ {
92
+ "id": "derive-forum-governing-mismatch",
93
+ "description": "Forum diverges from governing law when non-Delaware courts are selected.",
94
+ "when_all": [
95
+ { "field": "dispute_resolution_track", "op": "eq", "value": "courts" },
96
+ { "field": "state_lower", "op": "neq", "value": "delaware" }
97
+ ],
98
+ "set_audit": {
99
+ "forum_governing_law_alignment": "mismatch"
100
+ }
101
+ }
102
+ ]
103
+ }
@@ -0,0 +1,138 @@
1
+ name: NVCA Model Stock Purchase Agreement
2
+ description: >-
3
+ Series preferred stock purchase agreement for venture capital financings, covering purchase terms, representations,
4
+ and closing conditions.
5
+ source_url: https://nvca.org/wp-content/uploads/2025/10/NVCA-Model-SPA-10-28-2025-1.docx
6
+ source_version: 10-28-2025
7
+ license_note: >-
8
+ NVCA model documents are freely downloadable but not redistributable. This recipe contains only transformation
9
+ instructions, not the source document.
10
+ source_sha256: b2c76452fa82dcda72f1fa9f82ba0ce28ea9445441c897f9cb7ac6663930dcab
11
+ optional: false
12
+ fields:
13
+ - name: company_name
14
+ type: string
15
+ description: Full legal name of the company
16
+ - name: investor_name
17
+ type: string
18
+ description: Full name of the investor
19
+ - name: company_counsel
20
+ type: string
21
+ description: Company counsel name and address
22
+ - name: investor_counsel
23
+ type: string
24
+ description: Investor counsel name and address
25
+ - name: company_counsel_name
26
+ type: string
27
+ description: Name of the company's counsel
28
+ - name: lead_purchaser_name
29
+ type: string
30
+ description: Name of the lead purchaser
31
+ - name: series_designation
32
+ type: string
33
+ description: Series designation shown in the agreement title and share definitions
34
+ default: A
35
+ - name: agreement_date_month_day
36
+ type: string
37
+ description: Month/day portion of the agreement date in the opening paragraph
38
+ default: January 15
39
+ - name: agreement_year_two_digits
40
+ type: string
41
+ description: Two-digit year suffix used in opening date format 20[__]
42
+ default: "26"
43
+ - name: par_value_per_share
44
+ type: string
45
+ description: Par value per share inserted in the opening purchase clause
46
+ default: "0.0001"
47
+ - name: purchase_price_per_share
48
+ type: string
49
+ description: Purchase price per share inserted in the opening purchase clause
50
+ default: "1.00"
51
+ - name: applicable_word
52
+ type: string
53
+ description: Optional word inserted before Closing in bracketed templates
54
+ default: ""
55
+ - name: optional_closing_reference
56
+ type: string
57
+ description: Optional bracket fragment after Exhibit A in opening purchase clause
58
+ default: ""
59
+ - name: optional_clause_text
60
+ type: string
61
+ description: Optional alternate purchase-price clause text for conversion scenarios
62
+ default: ""
63
+ - name: optional_plural_suffix
64
+ type: string
65
+ description: Optional plural suffix used in bracketed labels like Closing[s]
66
+ default: ""
67
+ - name: closing_heading
68
+ type: string
69
+ description: Heading text used for single-closing default
70
+ default: Initial Closing.
71
+ - name: initial_word_lower
72
+ type: string
73
+ description: Lowercase word used for single-closing phrasing
74
+ default: initial
75
+ - name: initial_word_title
76
+ type: string
77
+ description: Titlecase word used for single-closing phrasing
78
+ default: Initial
79
+ - name: dispute_resolution_mode
80
+ type: enum
81
+ description: Dispute resolution alternative in SPA (Alternative 1 arbitration or Alternative 2 courts)
82
+ options:
83
+ - arbitration
84
+ - courts
85
+ default: courts
86
+ - name: arbitration_location
87
+ type: string
88
+ description: Arbitration venue for Dispute Resolution Alternative 1
89
+ - name: judicial_district
90
+ type: string
91
+ description: Federal judicial district for disputes
92
+ - name: balance_sheet_date
93
+ type: string
94
+ description: Date of the company's most recent balance sheet
95
+ - name: benefit_plan_name
96
+ type: string
97
+ description: Plan year and name of the employee benefit plan
98
+ - name: signature_page_marker
99
+ type: string
100
+ description: Signature page marker text
101
+ default: Signature Page Follows
102
+ - name: state_lower
103
+ type: string
104
+ description: State name (lowercase)
105
+ - name: specify_percentage
106
+ type: string
107
+ description: Specified percentage threshold
108
+ - name: financial_reporting_period
109
+ type: string
110
+ description: Financial reporting period (e.g., monthly, quarterly)
111
+ default: monthly
112
+ - name: director_names
113
+ type: string
114
+ description: List of individual director names
115
+ - name: board_size
116
+ type: string
117
+ description: Authorized number of board seats at the Initial Closing
118
+ - name: minimum_shares_initial_closing
119
+ type: string
120
+ description: Minimum number of shares required to be sold at the Initial Closing
121
+ - name: applicable_purchasers
122
+ type: string
123
+ description: Names of the applicable purchasers
124
+ required_fields:
125
+ - company_name
126
+ - investor_name
127
+ - company_counsel
128
+ - investor_counsel
129
+ - company_counsel_name
130
+ - lead_purchaser_name
131
+ - judicial_district
132
+ - balance_sheet_date
133
+ - state_lower
134
+ - specify_percentage
135
+ - financial_reporting_period
136
+ - director_names
137
+ - board_size
138
+ - minimum_shares_initial_closing
@@ -0,0 +1,83 @@
1
+ {
2
+ "paragraph_rules": [
3
+ {
4
+ "id": "costs-of-enforcement-select-each-party",
5
+ "section_heading": "Costs of Enforcement",
6
+ "paragraph_contains": "Each party will bear its own costs in respect of any disputes arising under this Agreement.",
7
+ "paragraph_end_contains": "this Agreement.]",
8
+ "replacements": {
9
+ "[If any action at law or in equity (including, arbitration) is necessary to enforce or interpret the terms of any of the Transaction Agreements, the prevailing party shall be entitled to reasonable attorneys’ fees, costs and necessary disbursements in addition to any other relief to which such party may be entitled.]": "",
10
+ "[Each party will bear its own costs in respect of any disputes arising under this Agreement.]": "Each party will bear its own costs in respect of any disputes arising under this Agreement."
11
+ },
12
+ "trim_unmatched_trailing_bracket": true,
13
+ "expected_min_matches": 1
14
+ },
15
+ {
16
+ "id": "fill-initial-closing-minimum-shares",
17
+ "section_heading": "Conditions of the Purchasers’ Obligations at Closing",
18
+ "section_heading_any": [
19
+ "Proceedings and Documents",
20
+ "Voting Agreement"
21
+ ],
22
+ "paragraph_contains": "A minimum of",
23
+ "paragraph_end_contains": "Shares must be sold at the [Initial] Closing.]",
24
+ "replacements": {
25
+ "[_________]": "{minimum_shares_initial_closing}",
26
+ "[_______]": "{minimum_shares_initial_closing}"
27
+ },
28
+ "trim_unmatched_trailing_bracket": true,
29
+ "expected_min_matches": 1
30
+ },
31
+ {
32
+ "id": "fill-company-counsel-name",
33
+ "section_heading": "Conditions of the Purchasers’ Obligations at Closing",
34
+ "section_heading_any": [
35
+ "Qualifications"
36
+ ],
37
+ "paragraph_contains": "The Purchasers shall have received from",
38
+ "paragraph_end_contains": "counsel for the Company",
39
+ "replacements": {
40
+ "[___________]": "{company_counsel_name}"
41
+ },
42
+ "trim_unmatched_trailing_bracket": true,
43
+ "expected_min_matches": 1
44
+ },
45
+ {
46
+ "id": "fill-board-composition-placeholders",
47
+ "section_heading": "Conditions of the Purchasers’ Obligations at Closing",
48
+ "section_heading_any": [
49
+ "Qualifications"
50
+ ],
51
+ "paragraph_contains": "authorized size of the Board of Directors",
52
+ "paragraph_end_contains": "Board of Directors shall be comprised of",
53
+ "replacements": {
54
+ "[______]": "{board_size}",
55
+ "[_________________]": "{director_names}"
56
+ },
57
+ "trim_unmatched_trailing_bracket": true,
58
+ "expected_min_matches": 1
59
+ },
60
+ {
61
+ "id": "trim-purchaser-country-concern-bracket",
62
+ "section_heading": "Representations and Warranties of the Purchaser",
63
+ "section_heading_any": [
64
+ "Residence"
65
+ ],
66
+ "paragraph_contains": "Except as otherwise disclosed in writing to the Company, the Purchaser is not a “person of a country of concern”",
67
+ "paragraph_end_contains": "Outbound Investment Security Program.]",
68
+ "trim_unmatched_trailing_bracket": true,
69
+ "expected_min_matches": 1
70
+ },
71
+ {
72
+ "id": "trim-purchaser-covered-person-bracket",
73
+ "section_heading": "Representations and Warranties of the Purchaser",
74
+ "section_heading_any": [
75
+ "Residence"
76
+ ],
77
+ "paragraph_contains": "The Purchaser is not a “covered person” as that term is defined in the DSP",
78
+ "paragraph_end_contains": "term is defined in the DSP.]",
79
+ "trim_unmatched_trailing_bracket": true,
80
+ "expected_min_matches": 1
81
+ }
82
+ ]
83
+ }
@@ -0,0 +1,41 @@
1
+ {
2
+ "[Insert Company Name]": "{company_name}",
3
+ "[Company name]": "{company_name}",
4
+ "[____________]": "{company_name}",
5
+ "[Insert Investor Name]": "{investor_name}",
6
+ "[Company Counsel Name and Address]": "{company_counsel}",
7
+ "[name of Investor\u2019s counsel]": "{investor_counsel}",
8
+ "[name of Investor's counsel]": "{investor_counsel}",
9
+ "[insert name of Company counsel]": "{company_counsel_name}",
10
+ "[name of lead Purchaser]": "{lead_purchaser_name}",
11
+ "[___]#1": "{series_designation}",
12
+ "[___]#2": "{series_designation}",
13
+ "[___]#3": "{series_designation}",
14
+ "[___]#4": "{series_designation}",
15
+ "[___]#6": "{series_designation}",
16
+ "[________]#1": "{agreement_date_month_day}",
17
+ "[__]#1": "{agreement_year_two_digits}",
18
+ "[__]#2": "{par_value_per_share}",
19
+ "[__]#3": "{purchase_price_per_share}",
20
+ "[__]#4": "{series_designation}",
21
+ "[applicable]": "{applicable_word}",
22
+ "[with respect to such Closing]": "{optional_closing_reference}",
23
+ "[or, as applicable, a purchase price of $[___] per share with respect to the shares of Series [____] Preferred Stock being issued [in the Initial Closing] pursuant to any cancellation or conversion of Convertible Securities (as defined below) as set forth in Section 1.3 below]": "{optional_clause_text}",
24
+ "[s]#1": "{optional_plural_suffix}",
25
+ "[Initial Closing.]": "{closing_heading}",
26
+ "[initial]": "{initial_word_lower}",
27
+ "[Initial]": "{initial_word_title}",
28
+ "[Initial/applicable]": "{initial_word_title}",
29
+ "[applicable/Initial]": "{initial_word_title}",
30
+ "[location]": "{arbitration_location}",
31
+ "[judicial district]": "{judicial_district}",
32
+ "[Balance Sheet Date]": "{balance_sheet_date}",
33
+ "[the Balance Sheet Date]": "{balance_sheet_date}",
34
+ "[insert Plan Year and Name]": "{benefit_plan_name}",
35
+ "[Signature Page Follows]": "{signature_page_marker}",
36
+ "[state]": "{state_lower}",
37
+ "[specify percentage]": "{specify_percentage}",
38
+ "[monthly]": "{financial_reporting_period}",
39
+ "[list the individual director names]": "{director_names}",
40
+ "[name the applicable Purchasers]": "{applicable_purchasers}"
41
+ }
@@ -0,0 +1,53 @@
1
+ # NVCA Model Voting Agreement
2
+
3
+ Recipe for the NVCA Model Voting Agreement (version 10-1-2025).
4
+
5
+ ## Source
6
+
7
+ The source document is freely downloadable from [NVCA](https://nvca.org) but is not
8
+ redistributable. This recipe contains only transformation instructions.
9
+
10
+ ## Usage
11
+
12
+ ```bash
13
+ # Full pipeline (auto-downloads from NVCA)
14
+ open-agreements recipe run nvca-voting-agreement -d values.json -o voting-agreement.docx
15
+
16
+ # With a local copy of the source document
17
+ open-agreements recipe run nvca-voting-agreement -i NVCA-Voting-Agreement.docx -d values.json -o voting-agreement.docx
18
+
19
+ # Individual stages
20
+ open-agreements recipe clean source.docx -o cleaned.docx --recipe nvca-voting-agreement
21
+ open-agreements recipe patch cleaned.docx -o patched.docx --recipe nvca-voting-agreement
22
+ ```
23
+
24
+ ## Values File
25
+
26
+ Create a JSON file with the field values:
27
+
28
+ ```json
29
+ {
30
+ "company_name": "Acme Corp",
31
+ "company_name_upper": "ACME CORP",
32
+ "state_of_incorporation": "Delaware",
33
+ "state_of_incorporation_lower": "Delaware",
34
+ "investor_1_name": "Sequoia Capital Fund XIV",
35
+ "investor_1_designee": "Michael Moritz",
36
+ "series_name": "Series A",
37
+ "company_counsel": "Wilson Sonsini, 650 Page Mill Road, Palo Alto, CA 94304",
38
+ "investor_counsel": "Cooley LLP, 3175 Hanover Street, Palo Alto, CA 94304",
39
+ "effective_date": "January 15, 2025",
40
+ "drag_along_percentage": "sixty percent (60%)",
41
+ "board_size": "five (5)",
42
+ "notice_period_days": "120",
43
+ "judicial_district": "Northern District of California",
44
+ "key_holder_name": "Jane Doe"
45
+ }
46
+ ```
47
+
48
+ ## What the Recipe Does
49
+
50
+ 1. **Clean**: Removes explanatory footnotes and drafting notes ("Note to Drafter:", "Preliminary Note")
51
+ 2. **Patch**: Replaces 33 bracketed placeholders with template tags, handling Word's split-run XML
52
+ 3. **Fill**: Renders template tags with your values using docx-templates
53
+ 4. **Verify**: Confirms all values appear, no leftover placeholders or unrendered tags remain
@@ -0,0 +1,7 @@
1
+ {
2
+ "removeFootnotes": true,
3
+ "removeParagraphPatterns": [
4
+ "^Note to Drafter:",
5
+ "^Preliminary Note\\b"
6
+ ]
7
+ }
@@ -0,0 +1,66 @@
1
+ name: NVCA Model Voting Agreement
2
+ description: >-
3
+ Standard-form voting agreement for venture capital financings, covering board composition, drag-along rights, and
4
+ stockholder voting obligations.
5
+ source_url: https://nvca.org/wp-content/uploads/2024/10/NVCA-Model-VA-10-1-2025.docx
6
+ source_version: 10-1-2025
7
+ license_note: >-
8
+ NVCA model documents are freely downloadable but not redistributable. This recipe contains only transformation
9
+ instructions, not the source document.
10
+ source_sha256: 3496d7ae9343d1b5b7db13239313c6512e7e0d68d13273538c4dbf06416a5f0d
11
+ optional: false
12
+ fields:
13
+ - name: company_name
14
+ type: string
15
+ description: Full legal name of the company
16
+ - name: investor_name
17
+ type: string
18
+ description: Full name of the lead investor
19
+ - name: investor_2_name
20
+ type: string
21
+ description: Full name of the second investor (if applicable)
22
+ - name: key_holder_name
23
+ type: string
24
+ description: Name of the key holder (typically founder/CEO)
25
+ - name: effective_date
26
+ type: string
27
+ description: Effective date of the agreement (e.g. January 15, 2025)
28
+ - name: company_counsel
29
+ type: string
30
+ description: Company counsel name and address
31
+ - name: counsel_cc
32
+ type: string
33
+ description: Additional counsel to CC on notices, or empty string if none
34
+ default: ''
35
+ - name: judicial_district
36
+ type: string
37
+ description: Federal judicial district for disputes (e.g. District of Delaware)
38
+ default: District of Delaware
39
+ - name: state_of_incorporation_lower
40
+ type: string
41
+ description: State of incorporation in lowercase (e.g. delaware)
42
+ default: delaware
43
+ - name: specify_percentage
44
+ type: string
45
+ description: Percentage threshold for drag-along and amendment provisions (number only, e.g. 60)
46
+ - name: amended_restated_upper
47
+ type: string
48
+ description: AMENDED AND RESTATED or empty string
49
+ default: ''
50
+ - name: amended_restated
51
+ type: string
52
+ description: Amended and Restated or empty string
53
+ default: ''
54
+ - name: signature_page_marker
55
+ type: string
56
+ description: Signature page marker text
57
+ default: Signature Page Follows
58
+ required_fields:
59
+ - company_name
60
+ - investor_name
61
+ - key_holder_name
62
+ - effective_date
63
+ - company_counsel
64
+ - judicial_district
65
+ - state_of_incorporation_lower
66
+ - specify_percentage
@@ -0,0 +1,18 @@
1
+ {
2
+ "[AMENDED AND RESTATED]": "{amended_restated_upper}",
3
+ "[Amended and Restated]": "{amended_restated}",
4
+ "[________], 20[__]": "{effective_date}",
5
+ "among [____________], a Delaware": "among {company_name}, a Delaware",
6
+ "[Insert Company Name]": "{company_name}",
7
+ "[Insert Investor Name]": "{investor_name}",
8
+ "[Insert Key Holder Name]": "{key_holder_name}",
9
+ "[Name of Investor]": "{investor_name}",
10
+ "[Name of Investor 1]": "{investor_name}",
11
+ "[Name of Investor 2]": "{investor_2_name}",
12
+ "[Company counsel name and address]": "{company_counsel}",
13
+ "[Counsel cc, if any]": "{counsel_cc}",
14
+ "[judicial district]": "{judicial_district}",
15
+ "[state]": "{state_of_incorporation_lower}",
16
+ "[specify percentage]": "{specify_percentage}",
17
+ "[Signature Page Follows]": "{signature_page_marker}"
18
+ }
@@ -0,0 +1,27 @@
1
+ # Bonterms Mutual NDA
2
+
3
+ Cover page for the [Bonterms Mutual NDA](https://bonterms.com/forms/bonterms-mutual-nda-v1/) (Version 1.0). The standard terms are incorporated by reference.
4
+
5
+ ## Source
6
+
7
+ - **URL**: https://github.com/Bonterms/Mutual-NDA
8
+ - **Version**: 1.0
9
+ - **License**: CC0 1.0
10
+
11
+ ## Fields
12
+
13
+ | Field | Type | Required | Description |
14
+ |-------|------|----------|-------------|
15
+ | `party_1_name` | string | yes | Full legal name of the first party |
16
+ | `party_2_name` | string | yes | Full legal name of the second party |
17
+ | `effective_date` | date | yes | Date the NDA takes effect |
18
+ | `purpose` | string | yes | Permitted purpose for sharing confidential information |
19
+ | `nda_term` | string | yes | Duration of the NDA agreement and disclosure period |
20
+ | `confidentiality_period` | string | yes | How long confidential information remains protected |
21
+ | `governing_law` | string | yes | State or jurisdiction whose laws govern the agreement |
22
+ | `courts` | string | yes | Courts with jurisdiction over disputes |
23
+
24
+ ## Attribution
25
+
26
+ Based on the Bonterms Mutual NDA Cover Page, available at https://bonterms.com/forms/bonterms-mutual-nda-v1/.
27
+ Made available under CC0 1.0.
@@ -0,0 +1,58 @@
1
+ name: Bonterms Mutual NDA
2
+ description: >-
3
+ Cover page for the Bonterms Mutual NDA (Version 1.0). The standard terms are incorporated by reference from
4
+ bonterms.com.
5
+ source_url: https://github.com/Bonterms/Mutual-NDA
6
+ version: '1.0'
7
+ license: CC0-1.0
8
+ allow_derivatives: true
9
+ attribution_text: >-
10
+ Based on the Bonterms Mutual NDA Cover Page, available at https://bonterms.com/forms/bonterms-mutual-nda-v1/. Made
11
+ available under CC0 1.0.
12
+ fields:
13
+ - name: party_1_name
14
+ type: string
15
+ description: Full legal name of the first party
16
+ section: Parties
17
+ - name: party_2_name
18
+ type: string
19
+ description: Full legal name of the second party
20
+ section: Parties
21
+ - name: effective_date
22
+ type: date
23
+ description: Date the NDA takes effect
24
+ section: Terms
25
+ - name: purpose
26
+ type: string
27
+ description: Permitted purpose for sharing confidential information
28
+ default: Evaluating a potential business relationship
29
+ section: Terms
30
+ - name: nda_term
31
+ type: string
32
+ description: Duration of the NDA agreement and disclosure period
33
+ default: 1 year
34
+ section: Terms
35
+ - name: confidentiality_period
36
+ type: string
37
+ description: How long confidential information remains protected after NDA expires
38
+ default: 1 year
39
+ section: Terms
40
+ - name: governing_law
41
+ type: string
42
+ description: State or jurisdiction whose laws govern the agreement
43
+ default: California
44
+ section: Legal
45
+ - name: courts
46
+ type: string
47
+ description: Courts with jurisdiction over disputes
48
+ default: courts located in San Francisco, California
49
+ section: Legal
50
+ required_fields:
51
+ - party_1_name
52
+ - party_2_name
53
+ - effective_date
54
+ - purpose
55
+ - nda_term
56
+ - confidentiality_period
57
+ - governing_law
58
+ - courts
@@ -0,0 +1,18 @@
1
+ {
2
+ "source_file": "nda-cover-page.docx",
3
+ "clean": {
4
+ "removeParagraphPatterns": ["^\\[Example:"],
5
+ "clearParts": ["header2.xml", "footer1.xml", "footer2.xml"]
6
+ },
7
+ "replacementColor": "000000",
8
+ "replacements": {
9
+ "[How Confidential Information may be used]": "{purpose}",
10
+ "[Agreement term and disclosure period]": "{nda_term}",
11
+ "[How long Confidential Information is protected]": "{confidentiality_period}",
12
+ "Effective Date > [Fill in]": "{effective_date}",
13
+ "Governing Law > [Fill in]": "{governing_law}",
14
+ "Courts > [Fill in]": "{courts}",
15
+ "Party Name:#1": "Party Name: {party_1_name}",
16
+ "Party Name:#2": "Party Name: {party_2_name}"
17
+ }
18
+ }
@@ -0,0 +1,24 @@
1
+ # Bonterms Professional Services Agreement
2
+
3
+ Cover page for the [Bonterms Professional Services Agreement](https://bonterms.com/forms/professional-services-agreement-v1.2/) (Version 1.2). The standard terms are incorporated by reference.
4
+
5
+ ## Source
6
+
7
+ - **URL**: https://github.com/Bonterms/Professional-Services-Agreement
8
+ - **Version**: 1.2
9
+ - **License**: CC0 1.0
10
+
11
+ ## Fields
12
+
13
+ | Field | Type | Required | Description |
14
+ |-------|------|----------|-------------|
15
+ | `customer_name` | string | yes | Full legal name of the customer |
16
+ | `provider_name` | string | yes | Full legal name of the provider |
17
+ | `effective_date` | date | yes | Date the agreement takes effect |
18
+ | `governing_law` | string | yes | State or jurisdiction whose laws govern the agreement |
19
+ | `courts` | string | yes | Courts with jurisdiction over disputes |
20
+
21
+ ## Attribution
22
+
23
+ Based on the Bonterms Professional Services Agreement Cover Page, available at https://bonterms.com/forms/professional-services-agreement-v1.2/.
24
+ Made available under CC0 1.0.