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Workflows
Templates
Entity
Governance
Team
Equity
Financing
Customers
Partners/ Vendors
Workflows
Entity
Governance
Team
Equity
Financing
Customers/Partners
Other
Services
Entity
Equity
Financing
Pricing
Services Subscriptions
User Guide
Templates
Account Settings
Workflows
File Cabinet
Partners
FAQ
Entity
Governance
Team
Equity
Intellectual Property
Financing
Workflows
Learn about each of Savvi's solutions: what you'll receive, what subscriptions they require, and where to access them.
Entity
Entity Formation
Annual Report
Operating State Registration/Foreign Entity Registration
Switch to a Savvi Partnered Registered Agent
Corporate Record Setup
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Governance
Board Consent Language Examples
Charter Amendment (Corporation Specific)
Director Appointment
Officer Appointment
Director or Officer Resignation
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Team
Founder Onboarding
Onboard Employees
Onboard an Independent Contractor
Onboard an Advisor
Employee Offboarding
Statement of Work
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Equity
Issue Equity (Corporations)
Issue Equity (LLC)
Stock Option Plan (Corporation Only)
Issue Stock Options (Corporation Only)
Equity Incentive Plan Amendment
Exercise Options Workflow
Equity Repurchase Agreement
Profits Interest Plan (LLC only)
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Financing
Authorize Convertible Financing
Execute Convertible Financing
Prepare Preferred Stock Financing
Simple Promissory Note
Due Diligence Checklist
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Customers/Partners
Send an NDA
Letter of Intent
Other
Request Legal Consultation
Assignment and Assumption Agreement
Request Template Access
Send a Custom Agreement
Join the FounderPod Community
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