Keep corporate governance clean — track resolutions, option grants, consents, and filings through approval and signature so the cap table and records stay airtight.
Founders, CFOs, and legal counsel managing board governance.
Quick answer
The Board governance & resolutions template is a ready-made workspace for Founders, CFOs, and legal counsel managing board governance.
Board governance & resolutions template in short
Included when you apply it
Applying this template creates the 1 board below — with every list — and pre-loads 3 sample issues, all yours to edit. The automation rules further down are suggestions you can wire up next; they aren't created for you yet.
A preview of how this template lays out — the boards, their custom workflow states, and where the sample issues land. WIP caps show a badge.
Governance
Option-grant resolution for the Q3 new hires
Sync with the cap table once signed and recorded.
Annual report and statutory filing
Board consent for the new banking relationship
These rules aren't created when you apply the template — they're recipes you can wire up in Settings → Automations once your board exists.
When
A resolution moves to 'Signed'
Then
Create a filing/recording task and sync any equity to the cap table
When
A statutory deadline is 14 days out
Then
Escalate to counsel to ensure on-time filing
Ready to spin this up?
Sign-up takes seconds. We build this template's boards, lists, and sample issues in your new workspace, all yours to edit.
FAQ
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