CONTRACT STUDIO
Equity drafts filled from your cap table
Contract Studio includes 23+ templates for SAFEs, option grants, transfers, founder documents, and board consents. It autofills from the records you already keep, marks each machine-filled value for review, and exports PDF or DOCX or files the draft into the Data Room. Have qualified counsel review anything you intend to sign.
Autofill with provenance
Drafts start from your cap table, not a blank page.
Pick a template and link the records it concerns: a shareholder, an option grant, a round, a share class. Contract Studio fills the draft from what Vquity already knows: company profile and incorporation details, your SAFE defaults, and the linked record's actual numbers. Sixty-nine merge fields cover parties, economics, shares, options, dates, financing, governance, and transfers.
Every machine-filled value stays marked as auto-filled until you edit it, and a summary names the records that filled the form, so you verify against the source instead of trusting a merge blindly. Your own edits always win: re-linking a record only replaces values you never touched. Required fields are tracked through the wizard, and a review step flags anything still missing before you open the draft.
- Link cap-table records once and the form fills itself
- Auto-filled values stay marked until you edit them; your edits always win
- Required-field tracking so nothing ships with a hole in clause 4
Draft, review, export
A real editor, a live preview, three ways out.
Drafts open in a paper-style rich editor with merge-field chips: drop a field mid-sentence and it renders with that field's value when you export. A Fields rail keeps every value the template references beside the text, editable in place with inline validation, and an amber badge counts required fields still empty, so gaps are visible before anyone signs.
When the draft is ready: download a PDF, download a DOCX for counsel to redline, or file it straight into the Data Room, where it lands tagged to its template alongside the rest of your diligence documents.
- Merge-field chips you can drop anywhere in the text
- A Fields rail beside the draft: edit a value once, every chip follows on export
- One-click filing into the Data Room, template tag attached
A cleaner review handoff
Give counsel a traceable first draft.
Contract Studio reduces blank-page drafting and repeated data entry. It does not replace legal review: the value is a structured first draft whose autofilled values can be checked against the Vquity records that supplied them.
An angel SAFE
Start from the recorded cap, discount, and company details. Check every autofilled value, adjust the negotiated terms, and send the DOCX to counsel for review.
A new hire with equity
Use the grant record to prefill the relevant equity paperwork and board consent. The source markers make share count, strike price, and vesting terms easier to verify before approval.
A founder secondary
Pull the parties and share counts from the ledger into transfer paperwork, then have counsel verify the transfer restrictions, approvals, and negotiated terms.
The template library
23+ structured templates for common equity workflows.
The library covers common startup equity documents between incorporation and Series A. These are structured templates with guidance, not Word files with highlighted blanks, and your region profile supplies the configured jurisdiction, governance labels, and currency. Confirm that the selected template fits your company and have counsel review the result.
SAFEs & Convertibles
Post-money SAFE with a valuation cap, discount, cap + discount, or MFN, plus a Convertible Promissory Note. SAFE defaults from your settings prefill the terms.
Investment & Rounds
Seed Term Sheet (non-binding), Stock Purchase Agreement, Investor Side Letter, and Pro-Rata Rights Letter: the paper around a priced round.
Equity Plans & Options
Equity Incentive Plan (ESOP), Option Grant Agreement, Exercise Notice, and 83(b) Election: the grant lifecycle from plan adoption to exercise.
Founders & Advisors
Founder Restricted Stock Purchase, IP Assignment, Advisor Agreement with equity, and Offer Letter with equity: the documents every diligence checklist asks for first.
Share Transfers
Share Transfer Agreement, Stock Power & Assignment, and Company Consent + ROFR Waiver: secondary moves with the approvals that make them stick.
Board & Governance
Board Written Consent, Board Consent Approving Option Grants, and Shareholder Written Consent: the authorizations behind every issuance.
Beyond the built-ins
Signatures, custom templates, and drafts that wait for you.
E-signature, two paths
Templates carry signature blocks with e-sign tags. Send the rendered document for signing through SignX, Lisan's native e-signature flow, or take the same tagged document down the DocuSign path if that's where your counterparties live.
Your own templates
Duplicate any built-in into an editable copy, or author a template from scratch: body, category, guidance, required-field checklist, and signature blocks. Hide built-ins you never use so the gallery shows only what your company actually signs.
Drafts that keep
Half-finished documents autosave into a "Continue working" rail on the gallery, the 30 most recent drafts per company. Templates and drafts live with your workspace, and the studio works in the web app and the native Windows desktop app alike.
Where legal document automation for equity actually pays off
Equity paperwork arrives in bursts, always attached to a cap-table event. An angel agrees to wire, and you need a SAFE with the right cap and discount that afternoon. A new hire signs, and you need an offer letter with equity, an option grant agreement, and a board consent approving the grant. An early employee leaves and a co-founder buys their shares: transfer agreement, stock power, company consent with a ROFR waiver.
In each case the numbers already exist in your cap table. Contract Studio's bet is simple: the draft should start from those records. The SAFE pulls its cap and discount from the instrument you recorded; the grant agreement pulls shares, strike, and vesting from the grant lifecycle; the transfer paperwork pulls the parties and share counts from the ledger. You review, adjust the negotiated bits, and export, instead of re-typing figures a second system already holds, which is exactly where transposition errors are born.
It also closes the loop. A generated document filed into the Data Room sits next to the record it documents, tagged to its template, so when diligence asks for "the board consent behind this grant," it's one search away, and your readiness score reflects it.
New to the instruments themselves? The Academy lessons on SAFEs and convertibles and granting options properly cover the mechanics, and the free SAFE calculator shows what a cap or discount actually costs you before you generate the document.
What it is, and what it isn't
Contract Studio is document automation for equity paperwork: structured starting points with your recorded values in place and their sources shown. It is not a law firm, and a template cannot know what you negotiated or whether a form fits your jurisdiction. Verify the data, edit the draft, and have qualified counsel review anything you intend to sign.
Frequently asked questions
Does Contract Studio replace legal counsel?
No. It reduces blank-page drafting and repeated data entry by preparing a structured first draft from your Vquity records. Verify every autofilled value and have qualified counsel review any document you intend to sign, especially negotiated or non-standard terms.
How are templates adapted to my company?
Your region profile supplies the configured jurisdiction, governance labels, and currency, while linked company and cap-table records supply the relevant facts. Confirm that the selected template fits your company and jurisdiction before using it.
Are the templates legal advice?
No. The 23+ built-in templates are starting points, not legal advice. Every template's guidance ends with a counsel-review disclaimer. Use them to hand your lawyer a complete first draft with your real numbers in place, and have counsel review anything you intend to sign.
Where does the autofill data come from?
From records you already keep in Vquity: the company profile and incorporation details, your SAFE defaults, and whichever cap-table records you link to the document: a shareholder, an option grant, a round, or a share class. Auto-filled fields stay marked until you edit them, and a summary names the records that filled the form, so you can verify every value before you export.
What export formats are supported?
Three ways out: download a PDF, download a DOCX for counsel to redline, or file the generated document directly into the Data Room, where it lands tagged to its template next to the rest of your diligence documents.
How does e-signature work?
Templates carry signature blocks with e-sign tags. From a rendered document you can send for signing through SignX, Lisan's native e-signature flow, or take the tagged document down the DocuSign path if your counterparties are already there.
Can I create my own templates?
Yes. The Template Manager lets you duplicate any built-in into an editable custom copy or author a template from scratch: body, category, guidance notes, a required-field checklist, and signature blocks. You can also hide built-ins your company never uses.
Move your cap table off the spreadsheet.
Shareholders to SAFEs, option grants to exit modeling. One platform, priced by the company and not the head, on web and desktop.
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