Sweat Equity Document Kit

  • Sweat Equity 101 Ebook

  • Overall Sweat Equity Agreement Template

  • Statement of Work Template

  • Convertible Note Agreement Template

  • Royalty Agreement Template

  • Standard Warrant Agreement Template

  • SAFE Agreement Template


Sweat Equity 101 Ebook

  • 37 Pages

  • Reasons to use Sweat Equity

  • Sweat Equity Basics

  • Managing a Sweat Equity Relationship

  • Comparing the Types of Sweat Equity

  • Issuing Sweat Equity

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Step 1: Sweat Equity Agreement

Complete one overall Sweat Equity Agreement for each Consultant

  • 12 Page document

  • Overall consulting agreement

  • Clear Company ownership of all deliverables

  • Restrictive covenants (proprietary information, non-compete, non-solicit, confidentiality)

  • Dispute resolution provisions

Step 2:​ Statement of Work

Complete a separate Statement of Work for each phase of work

  • 4 Page document

  • Create as many SOWs per Consultant as you need to stay on track

  • Change the mix of Cash and Sweat Equity on each SOW

  • Establish clear deadlines, payment timing, and acceptance guidelines for each SOW

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Step 3: Issue Sweat Equity

Issue the Sweat Equity upon acceptance of the deliverables

  • Select from four types of Sweat Equity as appropriate for each SOW

    • Standard Warrant Agreement​

    • Convertible Note Agreement

    • Simple Agreement for Future Equity (SAFE)

    • Royalty Agreement

  • The Sweat Equity is agreed to up front, but only issued when the SOW is properly completed to the company's satisfaction

License Details


This kit is downloaded in one .zip file. The tools in this kit are for use by the purchaser only, and may not be distributed without written permission from Boldmore Growth Partners.



Boldmore Growth Partners, LLC and its website property, Pro-Forma.com is not a CPA firm, a law firm, or an investment advisory firm, and is not engaged in the practice of public accounting, the practice of law, or investment management. No information contained herein or obtained from Boldmore Growth Partners or Pro-Forma.com should be considered as financial, legal, investment, accounting, or tax advice, nor should it be considered a substitute for such advice.

Sweat Equity Document Kit