Capital Docs
Most 7-figure business owners pride themselves in growing their business without any outside funding. While we would always prefer to fuel growth through sales, sometimes you may need to find additional ways to finance growth.
The documents below should give you a leg up if you decide to explore securing outside capital for your business. We’ve included applications for bank loans, friends & family and angel investor agreements, and even several pitch decks for raising venture capital.
Capital Docs
Bank One Loan Application 2004
The 2004 loan application outline with details for company overview, products and services, market focus and statement of finance needs.
Bank One Loan Application 2005
The 2005 loan application outline with details for company overview, products and services, detailed marketing focus, statement of finance needs and management team breakdown.
Early Ideas for Stock Option Plan
This is an early summary of the employee stock option plan.
Initial Employee Stock Option Plan
This is a more detailed explanation of the employee stock option plan and how it works.
Friends and Family Term Sheet
This memorandum summarizes the principal terms and conditions of a proposed offering of Common Units in eNovasys, LLC, dba Infusion Software & Consulting (the “Company”).
Friends and Family Subscription Agreement
This is a summary of the offering open only to certain employees and managers of the Company.
Angel Investor Write-Up 2007
The 2007 write-up with details for company overview, products and services, market focus and statement of finance needs.
Angel Investor Presentation 2007
Infusionsoft 2007company, product and positioning overview presentation for Angel Investors.
Download Series A VC Deck Late 2007
Infusionsoft Late 2007 company, product and positioning overview presentation for Angel Investors.
Series B VC Deck Late 2008
Infusionsoft Late 2008 company, product and positioning overview presentation for Angel Investors.
Debt Financing Early 2011
Infusionsoft 2011 financing presentation overview for: opportunity, positioning, current problems, solutions and more…
Series C VC Deck September 2012
Infusionsoft 2012 financing presentation overview for: opportunity, positioning, current problems, solutions, results, momentum and more…