open-agreements 0.5.0 → 0.7.2

package/README.de.md

@@ -5,7 +5,7 @@
 [![License: MIT](https://img.shields.io/badge/License-MIT-blue.svg)](https://opensource.org/licenses/MIT)
 [![Agent Skill](https://img.shields.io/badge/agent--skill-open--agreements-purple)](https://skills.sh)
 [![CI](https://github.com/open-agreements/open-agreements/actions/workflows/ci.yml/badge.svg)](https://github.com/open-agreements/open-agreements/actions/workflows/ci.yml)
-[![MCP Server Status](https://img.shields.io/endpoint?url=https%3A%2F%2Fopenagreements.ai%2Fapi%2Fstatus%3Fformat%3Dshields)](https://openagreements.openstatus.dev/)
+[![MCP Server Status](https://img.shields.io/endpoint?url=https%3A%2F%2Fopenagreements.org%2Fapi%2Fstatus%3Fformat%3Dshields)](https://openagreements.openstatus.dev/)
 [![codecov](https://img.shields.io/codecov/c/github/open-agreements/open-agreements/main)](https://app.codecov.io/gh/open-agreements/open-agreements)
 [![GitHub stargazers](https://img.shields.io/github/stars/open-agreements/open-agreements?style=social)](https://github.com/open-agreements/open-agreements/stargazers)
 [![Tests: Vitest](https://img.shields.io/badge/tests-vitest-6E9F18)](https://vitest.dev/)
@@ -51,7 +51,7 @@ Fülle standardisierte juristische Vertragsvorlagen aus und erzeuge signierbare
 
 OpenAgreements unterstützt zwei Ausführungsmodi mit unterschiedlichen Vertrauensgrenzen:
 
-- Gehosteter Remote-MCP-Connector (`https://openagreements.ai/api/mcp`) für schnelles Setup in Claude.
+- Gehosteter Remote-MCP-Connector (`https://openagreements.org/api/mcp`) für schnelles Setup in Claude.
 - Vollständig lokale Paketausführung (`npx`, globale Installation oder lokales stdio-MCP-Paket) für machine-lokale Workflows.
 
 Es gibt keine globale Empfehlung für einen Standardmodus. Wähle je nach Dokument-Sensibilität, interner Policy und gewünschter Workflow-Geschwindigkeit. Siehe `docs/trust-checklist.md` für eine 60-Sekunden-Datenflussübersicht.
@@ -127,7 +127,7 @@ Dieses Repository enthält ein Cursor-Plugin-Manifest mit MCP-Verdrahtung:
 
 Das Standard-MCP-Setup in `mcp.json` enthält:
 
-- Gehosteten OpenAgreements-MCP-Connector (`https://openagreements.ai/api/mcp`)
+- Gehosteten OpenAgreements-MCP-Connector (`https://openagreements.org/api/mcp`)
 - Lokalen Workspace-MCP-Server (`npx -y @open-agreements/contracts-workspace-mcp`)
 - Lokalen Template-Drafting-MCP-Server (`npx -y @open-agreements/contract-templates-mcp`)
 

package/README.es.md

@@ -5,7 +5,7 @@
 [![License: MIT](https://img.shields.io/badge/License-MIT-blue.svg)](https://opensource.org/licenses/MIT)
 [![Agent Skill](https://img.shields.io/badge/agent--skill-open--agreements-purple)](https://skills.sh)
 [![CI](https://github.com/open-agreements/open-agreements/actions/workflows/ci.yml/badge.svg)](https://github.com/open-agreements/open-agreements/actions/workflows/ci.yml)
-[![MCP Server Status](https://img.shields.io/endpoint?url=https%3A%2F%2Fopenagreements.ai%2Fapi%2Fstatus%3Fformat%3Dshields)](https://openagreements.openstatus.dev/)
+[![MCP Server Status](https://img.shields.io/endpoint?url=https%3A%2F%2Fopenagreements.org%2Fapi%2Fstatus%3Fformat%3Dshields)](https://openagreements.openstatus.dev/)
 [![codecov](https://img.shields.io/codecov/c/github/open-agreements/open-agreements/main)](https://app.codecov.io/gh/open-agreements/open-agreements)
 [![GitHub stargazers](https://img.shields.io/github/stars/open-agreements/open-agreements?style=social)](https://github.com/open-agreements/open-agreements/stargazers)
 [![Tests: Vitest](https://img.shields.io/badge/tests-vitest-6E9F18)](https://vitest.dev/)
@@ -51,7 +51,7 @@ Completa plantillas estándar de acuerdos legales y genera archivos DOCX listos
 
 OpenAgreements admite dos modos de ejecución con límites de confianza diferentes:
 
-- Conector MCP remoto alojado (`https://openagreements.ai/api/mcp`) para configuración rápida en Claude.
+- Conector MCP remoto alojado (`https://openagreements.org/api/mcp`) para configuración rápida en Claude.
 - Ejecución totalmente local del paquete (`npx`, instalación global o paquete MCP local por stdio) para flujos de trabajo locales en tu máquina.
 
 No existe una recomendación de modo global por defecto. Elige según sensibilidad del documento, políticas internas y necesidades de velocidad del flujo de trabajo. Consulta `docs/trust-checklist.md` para un resumen de flujo de datos en 60 segundos.
@@ -127,7 +127,7 @@ Este repositorio incluye un manifiesto de plugin de Cursor con integración MCP:
 
 La configuración MCP por defecto en `mcp.json` incluye:
 
-- Conector MCP OpenAgreements alojado (`https://openagreements.ai/api/mcp`)
+- Conector MCP OpenAgreements alojado (`https://openagreements.org/api/mcp`)
 - Servidor MCP local de workspace (`npx -y @open-agreements/contracts-workspace-mcp`)
 - Servidor MCP local para redacción de plantillas (`npx -y @open-agreements/contract-templates-mcp`)
 

package/README.md

@@ -5,7 +5,7 @@
 [![License: MIT](https://img.shields.io/badge/License-MIT-blue.svg)](https://opensource.org/licenses/MIT)
 [![Agent Skill](https://img.shields.io/badge/agent--skill-open--agreements-purple)](https://skills.sh)
 [![CI](https://github.com/open-agreements/open-agreements/actions/workflows/ci.yml/badge.svg)](https://github.com/open-agreements/open-agreements/actions/workflows/ci.yml)
-[![MCP Server Status](https://img.shields.io/endpoint?url=https%3A%2F%2Fopenagreements.ai%2Fapi%2Fstatus%3Fformat%3Dshields)](https://openagreements.openstatus.dev/)
+[![MCP Server Status](https://img.shields.io/endpoint?url=https%3A%2F%2Fopenagreements.org%2Fapi%2Fstatus%3Fformat%3Dshields)](https://openagreements.openstatus.dev/)
 [![codecov](https://img.shields.io/codecov/c/github/open-agreements/open-agreements/main)](https://app.codecov.io/gh/open-agreements/open-agreements)
 [![GitHub stargazers](https://img.shields.io/github/stars/open-agreements/open-agreements?style=social)](https://github.com/open-agreements/open-agreements/stargazers)
 [![Tests: Vitest](https://img.shields.io/badge/tests-vitest-6E9F18)](https://vitest.dev/)
@@ -13,6 +13,8 @@
 [![Socket Badge](https://socket.dev/api/badge/npm/package/open-agreements)](https://socket.dev/npm/package/open-agreements)
 [![install size](https://packagephobia.com/badge?p=open-agreements)](https://packagephobia.com/result?p=open-agreements)
 
+[English](./README.md) | [Español](./README.es.md) | [简体中文](./README.zh.md) | [Português (Brasil)](./README.pt-br.md) | [Deutsch](./README.de.md)
+
 <!-- TODO: Add OpenSSF Scorecard badge once repo is indexed at securityscorecards.dev -->
 <!-- TODO: Add OpenSSF Best Practices badge after registration at bestpractices.dev -->
 <!-- TODO: Re-evaluate Snyk badge — Advisor migrated to security.snyk.io (July 2024) -->
@@ -47,7 +49,7 @@ Fill standard legal agreement templates and produce signable DOCX files. Templat
 
 OpenAgreements supports two execution modes with different trust boundaries:
 
-- Hosted remote MCP connector (`https://openagreements.ai/api/mcp`) for fast setup in Claude.
+- Hosted remote MCP connector (`https://openagreements.org/api/mcp`) for fast setup in Claude.
 - Fully local package execution (`npx`, global install, or local stdio MCP package) for machine-local workflows.
 
 There is no global default mode recommendation. Choose based on document sensitivity, internal policy, and workflow speed needs. See `docs/trust-checklist.md` for a 60-second data-flow summary.
@@ -123,7 +125,7 @@ This repository includes a Cursor plugin manifest with MCP wiring:
 
 The default MCP setup in `mcp.json` includes:
 
-- Hosted OpenAgreements MCP connector (`https://openagreements.ai/api/mcp`)
+- Hosted OpenAgreements MCP connector (`https://openagreements.org/api/mcp`)
 - Local workspace MCP server (`npx -y @open-agreements/contracts-workspace-mcp`)
 - Local template drafting MCP server (`npx -y @open-agreements/contract-templates-mcp`)
 
@@ -400,7 +402,7 @@ Template content is licensed by their respective authors — CC BY 4.0 (Common P
 ## Privacy
 
 - **Local mode** (`npx`, global install, stdio MCP): all processing happens on your machine. No document content is sent externally.
-- **Hosted mode** (`https://openagreements.ai/api/mcp`): template filling runs server-side. No filled documents are stored after the response is returned.
+- **Hosted mode** (`https://openagreements.org/api/mcp`): template filling runs server-side. No filled documents are stored after the response is returned.
 
 See our [Privacy Policy](https://usejunior.com/privacy_policy) for details.
 

package/README.pt-br.md

@@ -5,7 +5,7 @@
 [![License: MIT](https://img.shields.io/badge/License-MIT-blue.svg)](https://opensource.org/licenses/MIT)
 [![Agent Skill](https://img.shields.io/badge/agent--skill-open--agreements-purple)](https://skills.sh)
 [![CI](https://github.com/open-agreements/open-agreements/actions/workflows/ci.yml/badge.svg)](https://github.com/open-agreements/open-agreements/actions/workflows/ci.yml)
-[![MCP Server Status](https://img.shields.io/endpoint?url=https%3A%2F%2Fopenagreements.ai%2Fapi%2Fstatus%3Fformat%3Dshields)](https://openagreements.openstatus.dev/)
+[![MCP Server Status](https://img.shields.io/endpoint?url=https%3A%2F%2Fopenagreements.org%2Fapi%2Fstatus%3Fformat%3Dshields)](https://openagreements.openstatus.dev/)
 [![codecov](https://img.shields.io/codecov/c/github/open-agreements/open-agreements/main)](https://app.codecov.io/gh/open-agreements/open-agreements)
 [![GitHub stargazers](https://img.shields.io/github/stars/open-agreements/open-agreements?style=social)](https://github.com/open-agreements/open-agreements/stargazers)
 [![Tests: Vitest](https://img.shields.io/badge/tests-vitest-6E9F18)](https://vitest.dev/)
@@ -51,7 +51,7 @@ Preencha modelos padrão de acordos legais e gere arquivos DOCX prontos para ass
 
 O OpenAgreements oferece dois modos de execução com limites de confiança diferentes:
 
-- Conector MCP remoto hospedado (`https://openagreements.ai/api/mcp`) para setup rápido no Claude.
+- Conector MCP remoto hospedado (`https://openagreements.org/api/mcp`) para setup rápido no Claude.
 - Execução totalmente local do pacote (`npx`, instalação global ou pacote MCP local por stdio) para fluxos de trabalho na própria máquina.
 
 Não há recomendação global de modo padrão. Escolha com base na sensibilidade do documento, política interna e velocidade desejada no fluxo de trabalho. Veja `docs/trust-checklist.md` para um resumo de fluxo de dados em 60 segundos.
@@ -127,7 +127,7 @@ Este repositório inclui um manifesto de plugin do Cursor com integração MCP:
 
 A configuração MCP padrão em `mcp.json` inclui:
 
-- Conector MCP OpenAgreements hospedado (`https://openagreements.ai/api/mcp`)
+- Conector MCP OpenAgreements hospedado (`https://openagreements.org/api/mcp`)
 - Servidor MCP local de workspace (`npx -y @open-agreements/contracts-workspace-mcp`)
 - Servidor MCP local para drafting de modelos (`npx -y @open-agreements/contract-templates-mcp`)
 

package/README.zh.md

@@ -5,7 +5,7 @@
 [![License: MIT](https://img.shields.io/badge/License-MIT-blue.svg)](https://opensource.org/licenses/MIT)
 [![Agent Skill](https://img.shields.io/badge/agent--skill-open--agreements-purple)](https://skills.sh)
 [![CI](https://github.com/open-agreements/open-agreements/actions/workflows/ci.yml/badge.svg)](https://github.com/open-agreements/open-agreements/actions/workflows/ci.yml)
-[![MCP Server Status](https://img.shields.io/endpoint?url=https%3A%2F%2Fopenagreements.ai%2Fapi%2Fstatus%3Fformat%3Dshields)](https://openagreements.openstatus.dev/)
+[![MCP Server Status](https://img.shields.io/endpoint?url=https%3A%2F%2Fopenagreements.org%2Fapi%2Fstatus%3Fformat%3Dshields)](https://openagreements.openstatus.dev/)
 [![codecov](https://img.shields.io/codecov/c/github/open-agreements/open-agreements/main)](https://app.codecov.io/gh/open-agreements/open-agreements)
 [![GitHub stargazers](https://img.shields.io/github/stars/open-agreements/open-agreements?style=social)](https://github.com/open-agreements/open-agreements/stargazers)
 [![Tests: Vitest](https://img.shields.io/badge/tests-vitest-6E9F18)](https://vitest.dev/)
@@ -51,7 +51,7 @@
 
 OpenAgreements 支持两种执行模式，信任边界不同：
 
-- 托管远程 MCP 连接器（`https://openagreements.ai/api/mcp`），便于在 Claude 中快速配置。
+- 托管远程 MCP 连接器（`https://openagreements.org/api/mcp`），便于在 Claude 中快速配置。
 - 完全本地包执行（`npx`、全局安装或本地 stdio MCP 包），用于本机本地工作流。
 
 没有全局默认模式推荐。请根据文档敏感度、内部策略和工作流速度需求进行选择。参见 `docs/trust-checklist.md` 获取 60 秒数据流概览。
@@ -127,7 +127,7 @@ open-agreements fill common-paper-mutual-nda -d values.json -o my-nda.docx
 
 `mcp.json` 中的默认 MCP 配置包含：
 
-- 托管 OpenAgreements MCP 连接器（`https://openagreements.ai/api/mcp`）
+- 托管 OpenAgreements MCP 连接器（`https://openagreements.org/api/mcp`）
 - 本地 workspace MCP 服务器（`npx -y @open-agreements/contracts-workspace-mcp`）
 - 本地模板起草 MCP 服务器（`npx -y @open-agreements/contract-templates-mcp`）
 

package/content/external/yc-safe-discount/metadata.yaml

@@ -1,4 +1,5 @@
 name: YC Post-Money SAFE — Discount
+category: safes
 description: Y Combinator's Post-Money SAFE (Simple Agreement for Future Equity) with a discount rate and no valuation cap.
 source_url: https://www.ycombinator.com/documents
 version: '2024.12'

package/content/external/yc-safe-mfn/metadata.yaml

@@ -1,4 +1,5 @@
 name: YC Post-Money SAFE — MFN
+category: safes
 description: >-
   Y Combinator's Post-Money SAFE (Simple Agreement for Future Equity) with a most favored nation (MFN) provision, no
   valuation cap, and no discount.

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

@@ -1,4 +1,5 @@
 name: YC Pro Rata Side Letter
+category: safes
 description: >-
   Y Combinator's Pro Rata Side Letter, granting the investor pro rata rights in connection with a Post-Money SAFE
   investment.

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

@@ -1,4 +1,5 @@
 name: YC Post-Money SAFE — Valuation Cap
+category: safes
 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.

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

@@ -73,6 +73,27 @@
       "description": "Remove redemption Section 6.1 cross-reference (<5% of deals)",
       "when_all": [{ "field": "include_redemption_cross_ref", "op": "neq", "value": true }],
       "set_fill": { "redemption_cross_ref_clause": "" }
+    },
+    {
+      "id": "no-redemption-statement-include",
+      "description": "Keep 'not redeemable' statement when no full redemption (default)",
+      "when_all": [{ "field": "include_redemption", "op": "neq", "value": true }],
+      "set_fill": { "no_redemption_clause": "Other than as set forth in Section 2.3.2(b), the Preferred Stock is not redeemable at the option of the holder or the Corporation." }
+    },
+    {
+      "id": "no-redemption-statement-exclude",
+      "description": "Remove 'not redeemable' statement when full redemption included",
+      "when_all": [{ "field": "include_redemption", "op": "eq", "value": true }],
+      "set_fill": { "no_redemption_clause": "" }
+    },
+    {
+      "id": "redemption-cross-ref-force-off",
+      "description": "Force redemption cross-ref off when redemption article is excluded",
+      "when_all": [
+        { "field": "include_redemption", "op": "neq", "value": true },
+        { "field": "include_redemption_cross_ref", "op": "eq", "value": true }
+      ],
+      "set_fill": { "redemption_cross_ref_clause": "" }
     }
   ]
 }

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

@@ -1,4 +1,5 @@
 name: NVCA Model Certificate of Incorporation
+category: venture-financing
 description: >-
   Amended and restated certificate of incorporation for venture-backed Delaware corporations, defining preferred stock
   rights, preferences, and privileges.
@@ -144,6 +145,24 @@ fields:
   - name: strategic_partnership_exception_shares
     type: string
     description: Max shares issuable for strategic partnerships without triggering anti-dilution
+  - name: dividend_type
+    type: string
+    description: 'Dividend structure: non_cumulative_as_converted (>95%), non_cumulative_fixed, or cumulative'
+    default: non_cumulative_as_converted
+  - name: liquidation_participation
+    type: string
+    description: 'Liquidation participation type: non_participating (94-96%) or participating'
+    default: non_participating
+  - name: anti_dilution_type
+    type: string
+    description: 'Anti-dilution formula: broad_based_weighted_average (>98%) or full_ratchet'
+    default: broad_based_weighted_average
+  - name: include_pay_to_play
+    type: boolean
+    description: Include Section 5A pay-to-play conversion provisions (<5% of deals)
+  - name: include_redemption
+    type: boolean
+    description: Include Article Sixth full redemption provisions (2-5% of deals)
 priority_fields:
   - company_name
   - original_issue_price

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

@@ -1,6 +1,6 @@
 {
   "INCORPORATIONOF > [_________]": "{company_name}",
-  "[____________], a corporation": "{company_name}",
+  "[____________], a corporation > [____________]": "{company_name}",
   "name of this corporation is > [_______________]": "{company_name}",
   "registered agent at such address is > [_____________________]": "{registered_agent_name}",
   "State of Delaware is > [_____________]": "{registered_agent_address}",
@@ -11,7 +11,6 @@
   "), and > [______] shares of authorized Preferred Stock": "{preferred_shares_authorized} shares of authorized Preferred Stock",
   "Common Stock, $ > [_____] par value per share": "{par_value} par value per share",
   "Preferred Stock, $ > [______] par value per share": "{par_value} par value per share",
-  "[all] of which are hereby designated as “Series A Preferred Stock”": "{preferred_shares_designated_portion} of which are hereby designated as “Series {series_designation} Preferred Stock”",
   "on or after > [_____________]": "{redemption_start_date}",
   "[insert original purchase price of Series A Preferred Stock]": "{original_issue_price}",
   "[insert initial Series A purchase price]": "{initial_purchase_price}",
@@ -49,9 +48,55 @@
   "[the greater of]": "{dividend_formula_prefix} ",
   "[the sum of]": "{dividend_formula_alt}",
   "[and Section 6.1]": "{redemption_cross_ref_clause}",
-
-  "References to \u201cPreferred Stock\u201d mean the Series A Preferred Stock": "References to \u201cPreferred Stock\u201d mean the Series {series_designation} Preferred Stock",
-  "with respect to the Series A Preferred Stock": "with respect to the Series {series_designation} Preferred Stock",
-  "per share of Series A Preferred Stock": "per share of Series {series_designation} Preferred Stock",
-  "first share of Series A Preferred Stock": "first share of Series {series_designation} Preferred Stock"
+  "[the corporation] > [Signature Page Follows]": "{signature_page_marker}",
+  "[or in Section 2.1 [and Section 6.1] > [Eastern/Pacific]": "{time_zone}",
+  "[a majority[, by voting power,] > [$0.001]": "{par_value}",
+  "[, including the approval of [at least one] > [specify percentage]": "{specify_percentage}",
+  "[Initial Consideration] > [________ __, 20__]": "{effective_date}",
+  "[Additional Consideration] > [insert original purchase price of Series A Preferred Stock]": "{original_issue_price}",
+  "[Notwithstanding the foregoing, for administrative convenience, the initial Preferred Director[s] > [insert initial Series A purchase price]": "{initial_purchase_price}",
+  "[or appointed by the last sentence of Section 3.2(a)] > [all/a majority of the]": "{preferred_shares_designated_portion}",
+  "[(and to the extent any of such directorships is not otherwise filled by a director appointed in accordance with the last sentence of Section 3.2(a))] > [the series of]": "the Series {series_designation}",
+  "[elected by the stockholders entitled to elect the At-Large Directors] > [or officer]": "{or_officer_clause}",
+  "[including [a majority of] > [the greater of]": "{dividend_formula_prefix} ",
+  "[(subject to appropriate adjustment in the event of any stock dividend, stock split, combination or other similar recapitalization with respect to the Preferred Stock)] > [the sum of]": "{dividend_formula_alt}",
+  "[, and any such act or transaction that has not been approved by such consent or vote prior to such act or transaction being effected shall be null and void ab initio, and of no force or effect] > [Signature Page Follows]": "{signature_page_marker}",
+  "[in a manner that adversely affects the special rights, powers and preferences of the Preferred Stock (or any series thereof)] > [Eastern/Pacific]": "{time_zone}",
+  "[or pari passu with] > [$0.001]": "{par_value}",
+  "[or decrease] > [specify percentage]": "{specify_percentage}",
+  "[increase or decrease the authorized number of directors constituting the Board of Directors, or change the number of votes entitled to be cast by any director or directors on any matter[; or] > [________ __, 20__]": "{effective_date}",
+  "[.] > [insert original purchase price of Series A Preferred Stock]": "{original_issue_price}",
+  "[unless otherwise approved by the Requisite Directors:\n[unless the aggregate indebtedness of the Corporation and its subsidiaries for borrowed money following such action would not exceed $[_______] > [insert initial Series A purchase price]": "{initial_purchase_price}",
+  "[(i) create or adopt any equity (or equity-linked) compensation plan; [or (ii) amend any such plan to increase the number of shares authorized for issuance thereunder] > [all/a majority of the]": "{preferred_shares_designated_portion}",
+  "[approve the annual budget or any [material] > [the series of]": "the Series {series_designation}",
+  "[enter into a real estate lease having a term longer than, or extend a real estate lease to result in a term longer than, three years, unless [either (i)] > [or officer]": "{or_officer_clause}",
+  "[or (ii) it is included in an annual budget or any amendment thereto approved in accordance with Section 3.3.9(f)] > [the greater of]": "{dividend_formula_prefix} ",
+  "[or Section 6.1] > [the sum of]": "{dividend_formula_alt}",
+  "[Unless a later time and date is otherwise specified by the holder,] > [Signature Page Follows]": "{signature_page_marker}",
+  "[approved (i) prior to the Original Issue Date or (ii) by the Requisite Directors] > [Eastern/Pacific]": "{time_zone}",
+  "[the Requisite Holders] > [$0.001]": "{par_value}",
+  "[the holders of [a majority] > [specify percentage]": "{specify_percentage}",
+  "[and prior to [Date] > [________ __, 20__]": "{effective_date}",
+  "[, and such issuance dates occur within a period of no more than [180] > [insert original purchase price of Series A Preferred Stock]": "{original_issue_price}",
+  "[(i)] > [insert initial Series A purchase price]": "{initial_purchase_price}",
+  "[at a price of at least $[_____] > [all/a majority of the]": "{preferred_shares_designated_portion}",
+  "[gross] > [the series of]": "the Series {series_designation}",
+  "[, net of the underwriting discount and commissions,] > [or officer]": "{or_officer_clause}",
+  "[Requisite Directors] > [the greater of]": "{dividend_formula_prefix} ",
+  "[, for which the Board of Directors, in its sole discretion, determines that the Corporation is expected to have a market capitalization equal to or greater than $[__________] > [the sum of]": "{dividend_formula_alt}",
+  "[then each share] > [Signature Page Follows]": "{signature_page_marker}",
+  "[then the Applicable Portion (as defined below) of the shares] > [Eastern/Pacific]": "{time_zone}",
+  "[and (c) a new certificate for the number of shares, if any, of Preferred Stock represented by such surrendered certificate and not converted pursuant to Section 5A.1] > [$0.001]": "{par_value}",
+  "[the number of shares of Preferred Stock owned by such holder, and the denominator of which is equal to the aggregate number of outstanding shares of Preferred Stock] > [specify percentage]": "{specify_percentage}",
+  "[that would result in at least $_______ in gross proceeds to the Corporation, [including/excluding] > [________ __, 20__]": "{effective_date}",
+  "[Requisite Holders] > [insert original purchase price of Series A Preferred Stock]": "{original_issue_price}",
+  "[Other than as set forth in Section 2.3.2(b), the Preferred Stock is not redeemable at the option of the holder or the Corporation.] > [insert initial Series A purchase price]": "{initial_purchase_price}",
+  "[the applicable Original Issue Price, plus all declared but unpaid dividends thereon] > [all/a majority of the]": "{preferred_shares_designated_portion}",
+  "[and (B) the Fair Market Value (determined in the manner set forth below) of such share of Preferred Stock as of the date of the Corporation’s receipt of the Redemption Request] > [the series of]": "the Series {series_designation}",
+  "[; provided, however, that Excluded Shares (as such term is defined in Section 6.2) shall not be redeemed and shall be excluded from the calculations set forth in this sentence] > [or officer]": "{or_officer_clause}",
+  "[annually] > [the greater of]": "{dividend_formula_prefix} ",
+  "[or officers] > [the sum of]": "{dividend_formula_alt}",
+"Redemption. > [Other than as set forth in Section 2.3.2(b), the Preferred Stock is not redeemable at the option of the holder or the Corporation.],": "{no_redemption_clause}",
+  "Preferred Stock”), > [all]": "{preferred_shares_designated_portion}",
+  "designated as “Series > A Preferred Stock": "{series_designation} Preferred Stock"
 }

package/content/recipes/nvca-certificate-of-incorporation/selections-roadmap.md

@@ -2,46 +2,43 @@
 
 Research-informed field architecture for future selection sprints, based on Fenwick (2024), Cooley Q4 2025, and WSGR 2023-2025 data.
 
-## Research-Confirmed Defaults (Implemented This Sprint)
+## Implemented
 
-| Feature | Market Default | Frequency | Field Type |
+| Feature | Market Default | Frequency | Implementation |
 |---|---|---|---|
 | No cumulative voting | Included | >95% | boolean — computed.json |
 | Common stock voting limitation | Included | >90% | boolean — computed.json |
 | Authorized shares vote opt-out | Included | >95% | boolean — computed.json |
 | Officer indemnification | Included | >80% | boolean — computed.json |
 | Redemption cross-ref (§6.1) | Excluded | <5% | boolean — computed.json |
+| Dividends (3-option radio) | Non-cumulative as-converted | >95% | selections.json — `dividends` group |
+| Liquidation §2.1 (2-option radio) | Non-participating | 94-96% | selections.json — `liquidation_section_2_1` group |
+| Liquidation §2.2 (2-option radio) | Non-participating | 94-96% | selections.json — `liquidation_section_2_2` group |
+| Anti-dilution (2-option radio) | Broad-based weighted avg | >98% | selections.json — `anti_dilution` group |
+| Pay-to-play (checkbox toggle) | Excluded | <5% | selections.json — `pay_to_play` group |
+| Redemption (checkbox toggle) | Excluded | 2-5% | selections.json — `redemption_provisions` group |
 
 ## Future Sprint Priorities
 
-### 1. Dividends Radio Selection
-- 3 mutually exclusive alternatives at paragraph-block level
-- Options: non-cumulative (>95%), cumulative, as-converted only
-- Requires markerless selections with multi-paragraph groups
-- Highest legal impact
-
-### 2. Liquidation Preference Radio
-- 3 alternatives: non-participating 1x (94-96%), participating with cap, full participating
-- Also paragraph-block level, second highest impact
-
-### 3. Protective Provisions Checkbox Group
+### 1. Protective Provisions Checkbox Group
 - 10-15 individually-toggled sub-clauses
 - Most complex but each is simple include/exclude
 - >80% include standard set
 
-### 4. Anti-Dilution Radio
-- 2 clause blocks: broad-based weighted average (98-100%) vs full ratchet
-- Clean swap between alternatives
+### 2. Deemed Liquidation Event Fields
+- Additional fields within Section 2.3
+
+### 3. QPO/Mandatory Conversion Threshold Fields
+- Qualified public offering threshold parameters
 
-### 5. Pay-to-Play + Redemption
-- Optional sections (entire articles)
-- Pay-to-Play: <5% of deals
-- Redemption: 2-5% of deals
-- Can use markerless selection to remove entire articles
+### 4. Capped Participating Liquidation Preference Variant
+- Third liquidation option: participating with cap
+- Would extend `liquidation_section_2_1` and `liquidation_section_2_2` groups
 
 ## Architecture Notes
 
-- Paragraph-block selections (dividends, liquidation) need markerless groups with multi-paragraph scope
+- Paragraph-block selections (dividends, liquidation) use markerless groups with multi-paragraph scope
+- Liquidation uses two paired radio groups (§2.1 and §2.2) with explicit `subClauseStopPatterns`
 - Protective provisions need per-clause checkbox groups within a single section
-- Anti-dilution is a clean 2-option radio swap
 - Pay-to-Play and Redemption are article-level toggles (simplest selection type)
+- Redemption inline bracket text handled via computed.json + replacements.json

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

@@ -0,0 +1,95 @@
+{
+  "groups": [
+    {
+      "id": "dividends",
+      "type": "radio",
+      "markerless": true,
+      "subClauseStopPatterns": ["^Liquidation"],
+      "options": [
+        {
+          "marker": "highest Preferred Stock dividend for the applicable series",
+          "trigger": "default"
+        },
+        {
+          "marker": "The holders of then outstanding shares of Preferred Stock shall be entitled to receive, only when, as and if declared",
+          "trigger": { "field": "dividend_type", "equals": "non_cumulative_fixed" }
+        },
+        {
+          "marker": "From and after the date of the issuance of any shares of Preferred Stock, dividends at the rate per annum",
+          "trigger": { "field": "dividend_type", "equals": "cumulative" }
+        }
+      ]
+    },
+    {
+      "id": "liquidation_section_2_1",
+      "type": "radio",
+      "markerless": true,
+      "subClauseStopPatterns": ["^2\\.1Preferential", "^Payments to Holders of Common Stock", "^2\\.2Distribution", "^Deemed Liquidation Events"],
+      "options": [
+        {
+          "marker": "such amount per share as would have been payable had all shares",
+          "trigger": "default"
+        },
+        {
+          "marker": "2.1Preferential Payments",
+          "trigger": { "field": "liquidation_participation", "equals": "participating" }
+        }
+      ]
+    },
+    {
+      "id": "liquidation_section_2_2",
+      "type": "radio",
+      "markerless": true,
+      "subClauseStopPatterns": ["^Deemed Liquidation Events"],
+      "options": [
+        {
+          "marker": "Payments to Holders of Common Stock",
+          "trigger": "default"
+        },
+        {
+          "marker": "Distribution of Remaining Assets",
+          "trigger": { "field": "liquidation_participation", "equals": "participating" }
+        }
+      ]
+    },
+    {
+      "id": "anti_dilution",
+      "type": "radio",
+      "markerless": true,
+      "subClauseStopPatterns": ["^Determination of Consideration"],
+      "options": [
+        {
+          "marker": "determined in accordance with the following formula",
+          "trigger": "default"
+        },
+        {
+          "marker": "4.4.4Adjustment of Conversion Price",
+          "trigger": { "field": "anti_dilution_type", "equals": "full_ratchet" }
+        }
+      ]
+    },
+    {
+      "id": "pay_to_play",
+      "type": "checkbox",
+      "markerless": true,
+      "subClauseStopPatterns": ["^Redemption"],
+      "options": [
+        {
+          "marker": "Special Mandatory Conversion.,",
+          "trigger": { "field": "include_pay_to_play" }
+        }
+      ]
+    },
+    {
+      "id": "redemption_provisions",
+      "type": "checkbox",
+      "markerless": true,
+      "options": [
+        {
+          "marker": "General. Unless prohibited by Delaware law",
+          "trigger": { "field": "include_redemption" }
+        }
+      ]
+    }
+  ]
+}

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

@@ -1,4 +1,5 @@
 name: NVCA Model Indemnification Agreement
+category: venture-financing
 description: >-
   Director and officer indemnification agreement for venture-backed companies, providing indemnification and advancement
   of expenses.
@@ -61,6 +62,10 @@ fields:
     type: string
     description: Optional additional party text or empty string
     default: ''
+  - name: appointing_stockholder_ipo_termination_clause
+    type: string
+    description: Optional clause text that terminates Appointing Stockholder rights at IPO closing
+    default: ''
   - name: indemnification_section_letter
     type: string
     description: Section reference letter for indemnification provisions in the certificate

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

@@ -1,42 +1,17 @@
 {
-  "[___________], 20[__]": "{agreement_effective_date}",
+  "[name]": "{indemnitee_name}",
   "[address]": "{indemnitee_address}",
   "[corporation]": "{company_name}",
   "[name of fund/sponsor]": "{fund_sponsor_name}",
-  "[Name of Fund/Sponsor]": "{fund_sponsor_name}",
-  "a Delaware corporation (the \"Company\"), and > [name]": "{indemnitee_name}",
-  "to the extent such party is not otherwise subject to service of process in the State of Delaware, irrevocably > [name]": "{indemnitee_name}",
   "[director]": "{indemnitee_role}",
   "[directors]": "{indemnitee_role_plural}",
   "[officer]": "{indemnitee_role_secondary}",
   "[officers]": "{indemnitee_role_secondary_plural}",
-  "provided by [Name of Fund/Sponsor] and certain of > [its]": "{indemnitee_pronoun_possessive}",
-  "provided by [Name of Fund/Sponsor] and certain of > [their]": "{indemnitee_pronoun_possessive_plural}",
-  "[Bylaws] [and] [Certificate of Incorporation]": "{bylaws_name} and {certificate_name}",
+  "[its]": "{indemnitee_pronoun_possessive}",
+  "[their]": "{indemnitee_pronoun_possessive_plural}",
   "[Bylaws]": "{bylaws_name}",
   "[Certificate of Incorporation]": "{certificate_name}",
-  "[The [Bylaws] > [Bylaws]": "{bylaws_name}",
-  "[(iii) appoint, to the extent such party is not otherwise subject to service of process in the State of Delaware, irrevocably [name] > [address]": "{indemnitee_address}",
-  "[The Company hereby acknowledges that Indemnitee has certain rights to indemnification, advancement of expenses and/or insurance provided by [Name of Fund/Sponsor] > [its]": "{indemnitee_pronoun_possessive}",
   "[and Appointing Stockholder]": "{and_appointing_stockholder}",
-  "[E] > [Signature Page Follows]": "{indemnification_section_letter}",
-  "[Signature Page Follows]": "{signature_page_marker}",
-  "[Comment:  See In re HealthSouth Corp. Securities Litigation, 572 F.3d 854 (11th Cir. 2009).] > [director]": "{indemnitee_role}",
-  "[consider extending for several years after term of service, even if claim has not yet been paid] > [director]": "{indemnitee_role}",
-  "[Comment:  Sections 7(b) through 7(e) seek to extend statutory indemnification rights pursuant to Section 145(f).] > [director]": "{indemnitee_role}",
-  "[Comment:  Section 3(c) attempts to indemnify the indemnitee against contribution sought from other third parties.] > [director]": "{indemnitee_role}",
-  "[Comment: Use the bracketed language in Section 14 if a version of the indemnification of Appointing Stockholder language is used in Section 1(d)] > [director]": "{indemnitee_role}",
-  "[NOTE: as the Delaware-incorporated Company is already subject to service of process in Delaware, this really only applies to the individual director.] > [director]": "{indemnitee_role}",
-  "[and any federal, state, local or foreign taxes imposed on the Indemnitee as a result of the actual or deemed receipt of any payments under this Agreement] > [director]": "{indemnitee_role}",
-  "[Comment:  Section 4 indemnifies individuals for costs and expenses in serving as a witness in any proceeding relating to such person’s service to the corporation.] > [director]": "{indemnitee_role}",
-  "[Further, the invalidity or unenforceability of any provision hereof as to either Indemnitee or Appointing Stockholder shall in no way affect the validity or enforceability of any provision hereof as to the other.] > [director]": "{indemnitee_role}",
-  "[unless the change in relative Beneficial Ownership of the Company’s securities by any Person results solely from a reduction in the aggregate number of outstanding shares of securities entitled to vote generally in the election of directors] > [director]": "{indemnitee_role}",
-  "[Comment: As noted in the introduction, Section 1(d) contains optional language extending the indemnification and advancement rights provided to a venture fund’s designee on the board of directors to the venture capital fund appointing the director.] > [director]": "{indemnitee_role}",
-  "[Comment:  This provision integrates indemnification under the agreement with indemnification from other sources by providing that payments under the agreement shall be offset by payments from other sources, other than from the Fund Indemnitors as provided in paragraph (c).] > [director]": "{indemnitee_role}",
-  "[Comment:  This provision is designed to prevent the indemnitee from being indemnified for actions brought by the indemnitee except as otherwise provided. as well as for liability under Section 16(b) of the 1934 Act, for certain reimbursements of the Company by Indemnitee and where payment has already been made under an insurance policy.] > [director]": "{indemnitee_role}",
-  "[Comment:  Section 3(d) provides for contribution by the Company even if the Company is not held jointly liable based on the relative benefit to the Company of the conduct of the indemnitee giving rise to the loss or expenses incurred by the indemnitee and/or the relative fault of the Company and the indemnitee in connection with the matter in question.] > [director]": "{indemnitee_role}",
-  "[Comment:  Some indemnification agreements require the corporation to obtain (or use commercially reasonable or best efforts to obtain) D&O insurance with specified policy limits or other terms.  Instead, this agreement requires the corporation to furnish the Indemnitee with the maximum level of D&O insurance coverage provided to other like parties.] > [director]": "{indemnitee_role}",
-  "[This Agreement shall be binding upon and inure to the benefit of and be enforceable by the parties hereto and their respective successors (including any direct or indirect successor by purchase, merger, consolidation or otherwise to all or substantially all of the business or assets of the Company), assigns, spouses, heirs, executors and personal and legal representatives.] > [director]": "{indemnitee_role}",
-  "[Comment:  Section 3(a), in effect, provides that where the corporation and the individual are jointly liable (or if joined, would be), the corporation shall contribute 100% of the liability, and the individual would not be required to contribute anything.  Section 3(a) also prohibits the corporation from entering into any settlement that does not completely release the individual.] > [director]": "{indemnitee_role}",
-  "[Comment:  Section 7(a) provides for a right of adjudication before a Delaware court in the event of certain adverse results under the Agreement.  Some indemnification agreements also provide that Indemnitee, at his or her option, may seek an award in arbitration to be conducted by a single arbitrator pursuant to the Commercial Arbitration Rules of the American Arbitration Association.] > [director]": "{indemnitee_role}"
+  "[E]": "{indemnification_section_letter}",
+  "[Signature Page Follows]": "{signature_page_marker}"
 }

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

@@ -1,4 +1,5 @@
 name: NVCA Model Investors' Rights Agreement
+category: venture-financing
 description: >-
   Investors' rights agreement for venture financings, covering registration rights, information rights, board observer
   rights, and protective provisions.

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

@@ -1,4 +1,5 @@
 name: NVCA Model Management Rights Letter
+category: venture-financing
 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'

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

@@ -1,4 +1,5 @@
 name: NVCA Model Right of First Refusal and Co-Sale Agreement
+category: venture-financing
 description: >-
   Right of first refusal and co-sale agreement for venture financings, restricting transfer of founder shares and
   providing investor co-sale rights.