Appendix C: Document Templates and Checklists
Company Formation Checklist
Pre-Incorporation - [ ] Choose company structure (SAS recommended) - [ ] Select company name (check availability) - [ ] Define share capital amount - [ ] Identify shareholders and allocation - [ ] Choose registered address - [ ] Draft articles of association
Required Documents - [ ] Identity documents (passport/ID) - [ ] Proof of address (<3 months) - [ ] Birth certificate (international founders) - [ ] Declaration of non-conviction - [ ] Lease agreement/domiciliation contract
Registration Process - [ ] Open bank account for capital deposit - [ ] Deposit share capital - [ ] Obtain deposit certificate - [ ] Register via guichet-entreprises.fr - [ ] Publish legal announcement - [ ] Receive KBIS extract
Post-Incorporation - [ ] Register for VAT (if applicable) - [ ] Set up business bank account - [ ] Obtain insurance (RC Pro minimum) - [ ] Register with URSSAF - [ ] Choose accountant - [ ] Set up accounting software
Employment Contract Template Structure
``` CONTRAT DE TRAVAIL À DURÉE INDÉTERMINÉE
Between: [Company Name], SAS with capital of €[Amount] Registered at [Address] SIRET: [Number] Represented by [Name], President (Hereinafter "the Company")
And: [Employee Name] Residing at [Address] Social Security Number: [If applicable] (Hereinafter "the Employee")
Article 1: Engagement - Position: [Job Title] - Start Date: [Date] - Department: [Department/Team]
Article 2: Functions - Detailed job description - Reporting structure - Key responsibilities
Article 3: Trial Period - Duration: [2-4 months renewable once] - Conditions of renewal - Notice periods during trial
Article 4: Remuneration - Gross annual salary: €[Amount] - Payment frequency: Monthly - Benefits: [List all benefits] - Bonus structure: [If applicable]
Article 5: Working Time - Standard hours: 35h/week - Flexibility arrangements - Remote work policy
Article 6: Leave - Annual leave: 25 days minimum - RTT: [If applicable] - Other leave provisions
Article 7: Confidentiality - Non-disclosure obligations - Duration post-employment - Intellectual property assignment
Article 8: Termination - Notice periods - Grounds for termination - Severance conditions
Signed in [City], on [Date] In two original copies
The Company The Employee [Signature] [Signature] ```
Investor Pitch Deck Template
1. Title Slide - Company name and tagline - Contact information - Date and confidentiality notice
2. Problem - Clear problem statement - Market pain points - Current solutions and limitations
3. Solution - Your unique approach - Key benefits - Why now?
4. Market Opportunity - TAM, SAM, SOM - Growth rates - Market dynamics
5. Product/Service - Product demonstration - Key features - Technology differentiation
6. Business Model - Revenue streams - Pricing strategy - Unit economics
7. Go-to-Market Strategy - Customer acquisition - Sales strategy - Marketing approach
8. Competition - Competitive landscape - Your advantages - Positioning
9. Traction - Key metrics - Customer testimonials - Growth trajectory
10. Team - Founders and key team - Relevant experience - Advisory board
11. Financial Projections - 3-year forecast - Key assumptions - Path to profitability
12. Funding Ask - Amount raising - Use of funds - Milestones to achieve
13. Vision - Long-term vision - Potential exits - Impact
CIR Documentation Template
Project Documentation Structure
``` 1. Project Overview - Project name and reference - Start and end dates - Total R&D investment - Key personnel involved
2. Technical Objectives - Specific technical challenges - Innovation targets - Success criteria
3. State of the Art Analysis - Existing solutions review - Literature/patent search - Technology limitations - Innovation gap identified
4. Research Methodology - Technical approach - Experimentation plan - Risk assessment - Alternative approaches
5. Work Performed - Detailed activity log - Technical milestones - Problems encountered - Solutions developed
6. Results and Outcomes - Technical achievements - Intellectual property created - Publications/conferences - Next steps
7. Time and Resource Allocation - Personnel time sheets - Equipment usage - Subcontractor work - Operating expenses
8. Supporting Documentation - Technical specifications - Test results - Meeting minutes - External validations ```
European Expansion Checklist
Market Analysis Phase - [ ] Market size assessment - [ ] Competitive landscape mapping - [ ] Regulatory requirement review - [ ] Customer behavior analysis - [ ] Partner identification
Legal Preparation - [ ] Corporate structure decision - [ ] Local entity registration - [ ] VAT registration - [ ] Employment law review - [ ] IP protection filing
Operational Setup - [ ] Local bank account - [ ] Office space/address - [ ] Accounting system adaptation - [ ] Payroll setup - [ ] Insurance policies
Team Building - [ ] Country manager hire - [ ] Local team recruitment - [ ] Cultural training - [ ] Compensation benchmarking - [ ] Onboarding process
Go-to-Market - [ ] Product localization - [ ] Marketing adaptation - [ ] Sales process definition - [ ] Customer support setup - [ ] Launch planning
Monthly Compliance Calendar
Every Month - [ ] Payroll processing and URSSAF declarations - [ ] VAT returns (if monthly filer) - [ ] Expense report processing - [ ] Cash flow review - [ ] KPI dashboard update
Quarterly - [ ] VAT returns (if quarterly filer) - [ ] Corporate tax installments - [ ] Investor reporting - [ ] Board meeting prep - [ ] Employee reviews
Annually - [ ] Financial statements preparation - [ ] Tax return filing (Liasse fiscale) - [ ] CIR application - [ ] Employment declarations - [ ] Insurance renewals - [ ] Corporate filings update