Resources
Documents, sources and governed records.
Free BELTO one-pagers, purchasable packs, published downloads and clearly identified catalogue records—each labelled by what is actually available.
One-pagers
Printable summaries
One page per sector and service: what we do, how the engagement runs and what to send us to start. Free to download and forward.
Accounting
12-Month Cash Flow Model
Monthly cash flow model workbook.
Legal
Advisor Agreement
Advisor engagement template.
Engineering
AI Evaluation Template
Template for defining model evaluation criteria.
Engineering
API Contract Template
Template for API contracts.
Engineering
Architecture Diagram Worksheet
Worksheet for documenting system architecture.
Accounting
Cap Table Planning Workbook
Ownership and dilution planning workbook.
Legal
Change Order
Scope change documentation template.
Go to market
Channel Test Plan
Plan for testing acquisition channels.
Engineering
Cloud and Private Infrastructure Plan
Infrastructure planning template.
Legal
Commercial Contract Checklist
Review checklist for commercial contracts.
Legal
Consulting Agreement
Consulting engagement template.
Legal
Contractor Agreement
Independent contractor engagement template.
Legal
Contractor Onboarding Checklist
Onboarding checklist for contractors.
Accounting
CPA Review Checklist
Preparation checklist before a CPA review.
Venture
Customer Discovery Pack
Discovery interview scripts and analysis sheets.
Business
Customer Interview and Validation Guide
Interview structure and validation criteria.
Legal
Data Processing Agreement Checklist
Checklist for data processing arrangements.
Engineering
Data Schema Template
Template for documenting the data model.
Engineering
Deployment Runbook
Runbook template for deployment and rollback.
Venture
Due Diligence Checklist
Checklist of materials investors request.
Business
EIN, Banking and Bookkeeping Checklist
Setup checklist for the money side of a new company.
Legal
Employment Offer Draft
Employment offer letter draft.
Business
Entity Formation Decision Guide
Comparison framework for entity structures.
Accounting
Expense Tracker
Expense tracking workbook.
Legal
Founder Agreement Worksheet
Structured worksheet for founder terms discussions.
Venture
Founder Discussion Guide
Structured agenda for difficult founder conversations.
Business
Founder Operating Plan
Weekly and quarterly operating plan template.
Venture
Fundraising Preparation Pack
Preparation checklist and materials list.
Business
Go-to-Market Plan
Go-to-market planning template.
Business
Ideal Customer Profile Worksheet
Worksheet for defining the target customer.
Legal
IP Assignment
Intellectual property assignment template.
Business
Jurisdiction Registration Checklist
Checklist for registering a new business.
Business
Launch Plan
Launch sequencing and checklist.
Legal
Master Services Agreement
Master services agreement template.
Go to market
Messaging Worksheet
Positioning and messaging worksheet.
Engineering
Milestone Acceptance Form
Acceptance criteria and sign-off form.
Legal
Mutual NDA
Two-way confidentiality agreement template.
Accounting
Operating Budget
Budget planning workbook.
Venture
Pitch Deck Template
Deck structure with slide-by-slide guidance.
Business
Pricing Worksheet
Framework for setting and testing price.
Legal
Privacy and Cookie Policy Drafting Guide
Guide to drafting privacy and cookie policies.
Engineering
Product Requirements Document
PRD and MVP specification template.
Venture
Product Roadmap Template
A quarter-by-quarter roadmap structure with themes, outcomes, dependencies, confidence levels and explicit out-of-scope items.
Accounting
Revenue Forecast
Revenue forecasting workbook.
Legal
SaaS Subscription Checklist
Checklist for subscription terms.
Venture
SAFE Educational Checklist
A plain-language explanation of how SAFEs work: valuation cap, discount, pro-rata, dilution mechanics and the questions to ask counsel. This is an explainer, not a drafted instrument.
Go to market
Sales Pipeline Tracker
Pipeline tracking workbook.
Engineering
Security Checklist
Baseline security checklist.
Legal
Service Level Agreement
Service level agreement template.
Legal
Statement of Work
Statement of work template.
Business
Stripe Account Setup Checklist
Step-by-step checklist for opening and configuring a payment account: identity verification, business details, statement descriptor, payout bank connection, tax settings and test-versus-live mode.
Venture
TAM, SAM, SOM Workbook
Market sizing workbook.
Venture
Traction Dashboard
Metrics tracking workbook by stage.
Legal
Unilateral NDA
One-way confidentiality agreement template.
Accounting
Unit Economics Model
Contribution margin and payback model.
Legal
Vendor Agreement
Vendor engagement template.
Legal
Vesting and Equity Worksheet
Worksheet for modelling vesting schedules and equity splits.
Legal
Website Terms Drafting Guide
Guide to drafting website terms of use.
These documents are educational. They are not personalised legal, tax, accounting or investment advice, and using one does not create a professional relationship.