Most of this section is Phase 1 (🟢). The Employee Overview with salary details is Phase 2 (🟡) — shared on request or after NDA.

For all sections here, it is also okay to upload an Excel / link a Google Sheet file.

Key Management and Co-Founders 🟢

For each founder or key executive, include name, role, relevant background (technical and domain expertise), why they are uniquely suited to build this company, and a link to their LinkedIn profile.

Name Role Background and Expertise LinkedIn
[Name] CEO / Co-Founder [2-3 sentences on relevant experience] [LinkedIn URL]
[Name] CTO / Co-Founder [2-3 sentences on relevant experience] [LinkedIn URL]
[Name] [Role] [2-3 sentences on relevant experience] [LinkedIn URL]

Org Chart 🟢

Upload or embed your current organisational chart showing reporting lines and team structure. This gives investors a quick visual overview of how the company is organised.

[Upload org chart image or link to interactive version — tools like Lucidchart, Miro or Figma work well]

Hiring Plan and Ramp-Up Timeline 🟢

Show your planned headcount growth over the next 12-24 months. Tie it to milestones and the capital you are raising.

Role Department Target Start Priority Rationale
[Role] Engineering Q2 2026 High [Why this hire is critical]
[Role] Sales Q3 2026 Medium [Why this hire is critical]

Current headcount: [X] | Planned headcount 12 months: [Y] | Planned headcount 24 months: [Z]

Employee Overview 🟡

Full list of current employees with their position and salary band. Investors use this to benchmark compensation and understand team composition.

Name Position Department Start Date Salary Band
[Name] [Position] [Dept] [Date] [Range]
[Name] [Position] [Dept] [Date] [Range]