Startup Products
Formation
Avoid Problems with Legal Paperwork
Most startups have problems with their legal paperwork. Clerky helps you avoid that, providing you with the best chance of getting your legal paperwork done correctly online. We started Clerky specifically to help founders avoid problems from using other online services or low-quality lawyers.
100% Complete
Clerky is the only online service that helps founders do formation paperwork the same way top Silicon Valley law firms do. Other online services only offer part of the full set of formation paperwork, or do them in a non-standard way.
Founded by Startup Attorneys
Clerky is led by two startup attorneys who are obsessive about helping startups avoid costly problems with legal paperwork. They saw how other online services created problems for their clients, and founded Clerky to stop that from happening to anyone else.
Collaborate Easily
Co-Founders
We know that company formation is often a collaborative process, especially for startups with multiple founders. We've built features that let you easily assign tasks to co-founders and work on everything together.
Your Attorney
Many startups use Clerky on their own, but many also use Clerky with their attorneys. Our software is designed to facilitate collaboration, with features that allow startup attorneys to easily look over and customize documents.
Get a Legal Dashboard for Fundraising and Hiring
Forming a startup on Clerky enables access to a legal dashboard that makes it easy to do additional legal paperwork. Issue safes or convertible notes. Hire employees, consultants, and advisors, and issue stock or stock options as equity compensation.
EIN Application for Non-US Founders
Pre-fill IRS forms with information from your legal paperwork. We'll fax them to the IRS and wait for the IRS to fax your EIN back. We do all the work 100% in-house instead of outsourcing, to minimize delays and make sure your information is secure.
Apply for Corporate Bank Account
We make it easy to apply for a corporate bank account with the most popular startup banks. Pre-fill information from your legal paperwork to save time and hassle.
Perks & Discounts
Access deals from best-in-class services.
All Formation Products
Incorporation
Incorporate as a Delaware C corporation, the standard for high-growth startups. Typically processed by the Delaware Secretary of State within 2-3 business days.
- Expedited filing fees
- First-year registered agent fee
- Annual report and franchise tax reminders
Post-Incorporation Setup
Elect directors, appoint officers, adopt bylaws, issue stock with customizable vesting, and protect the company's intellectual property.
Includes:
- Action of Incorporator
- Bylaws
- Initial Board Consent
- Restricted Stock Purchase Agreements
- Notices of Stock Issuance
- Pre-filled 83(b) Election and Filing Instructions
- Automated Reminders 📅
- Confidential Information and Invention Assignment Agreements
Foreign Qualification
Register to do business in your home state. This is often necessary for opening a bank account or setting up payroll.
CA and NY directly supported. Other states supported through trusted partners.
Stock Plan Adoption
Adopt a stock plan to easily issue restricted stock or stock options to employees, consultants, and advisors.
Fundraising
Financing Checklist
Our financing checklist makes it easy to keep track of which investors still need to sign or wire funds, so you never have to worry about not fully closing an investor. It also helps ensure your startup does a board consent before issuing any safes or convertible notes, so that your financing is legally effective.
Signature Escrow
Just like how a law firm would do it. Collect and hold onto electronic signatures from your investors until you see the funds hit your company's bank account. This helps you avoid a situation where you issue a safe or convertible note to someone, but they don't send you the money (more common than you might think).
Fully Customizable
Investor insists on changing a term? No problem. Safes and convertible notes are fully customizable on Clerky, at a per-investor level. And if you end up making a customization that you want to use for the rest of your round, we can create a custom template for you for an additional fee.
Attorney Compatible
Keep your attorney in the loop as you add new investors. Automatically set your startup attorney as a reviewer for each safe or convertible note you issue. Or if you prefer, automatically set them as an observer so they'll receive the finalized documents each time you close an investor.
All Fundraising Products
Supported Financing Types
Safes
Convertible Notes
Hiring
Managed Forms
Don't wait until a financing or acquisition to find out you've been using outdated forms.
We proactively monitor regulations, case law, and industry best practices to make sure you're always using state-of-the-art forms. If something changes, we'll ask you if you want to upgrade to the new forms.
Equity Compensation
Issue restricted stock or stock options to employees, consultants, and advisors. We support early-exercise stock options, as well as customizable post-termination exercise periods. Our software will even send 83(b) election reminders.
Attorney Compatible
Add your startup attorney or paralegal as a team collaborator, and they can automatically receive a copy of the final documents whenever you hire someone or issue equity compensation.
All Hiring Products
New Hire Paperwork
State of the art templates for hiring employees, consultants, and advisors, and for protecting your company's intellectual property.
Includes:
- Offer Letters
- Consulting Agreements
- Advisor Agreements
- Confidential Information and Invention Assignment Agreements
Equity Compensation
Everything you need to issue equity compensation to employees, consultants, and advisors out of your company's stock plan.
Includes:
- Board Consents
- Restricted Stock Issuance
- Regular Stock Option Issuance
- Early Exercisable Stock Option Issuance
Commercial
- One-Way
- Mutual
Maintenance
- Name Change
- Increase Authorized Shares
- Add or Remove Directors
- Add or Remove Officers