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[E] SUV Progress Update & Activities
💡 Suggested documents to be prepared and provided for Start-Up Visa (SUV) program. Based on our experiences advising 20+ startups at Ontario Startup Studio
ADR Checklist
Category
Supporting Docs
Description
Format
CORPORATE DOCUMENTS
CRA Fillings
Even if it’s nulled filling, but it’s better if you have some tax records
Form
CORPORATE DOCUMENTS
ByLaw - Shareholder Agreements - Shares holding docs
Corporate signed paperwork “package” as shareholders and directors of the company
*.docx
CORPORATE DOCUMENTS
Incorporation Docs
Business registration with provinces or federal.
*.docx
DESIGNATED ORGANIZATION SUPPORTS
[Angel] Investment paperwork & Pitching showcase
Signed term sheet, SPA//SHA, Pitching/Demo Day photo or video
*.docx
DESIGNATED ORGANIZATION SUPPORTS
[Incubator] Incubation Program participation
Monthly report, Certificate, Program Work output, etc.
Screenshots
DESIGNATED ORGANIZATION SUPPORTS
Commitment Certificate & Letter of Support
Letter of Support from the Designated Organization.
Images
TECH & PRODUCT DEVELOPMENT
Consultant contracts
If you don’t have tech founders or hiring developers.
*.docx
TECH & PRODUCT DEVELOPMENT
Patent Application
Filling of your patent application (if possible).
Form
TECH & PRODUCT DEVELOPMENT
Product Showcase
Screenshot of features (web, mobile), Videos (physical product)
Screenshots
TECH & PRODUCT DEVELOPMENT
Product Data & Insights
Metric, Dashboard of User signup, usage, retention, traffics, .. (better as Charts and Report in BI or Analytic tool
Screenshots
TECH & PRODUCT DEVELOPMENT
Product Roadmap
Roadmap of features (past, present, features)
*.pdf
TECH & PRODUCT DEVELOPMENT
User Feedbacks & Testimonials
Interviews with users for product feedback, testimonial write-ups, and anything else to show real customers using your products.
Screenshots
TECH & PRODUCT DEVELOPMENT
Product Documentation
PRD (Product Requirement Doc), User flow & Wireframe, UI/UX Designs, System Architecture.
*.docx
TECH & PRODUCT DEVELOPMENT
Product Launch
Screenshot of Beta/Official Launch - news, social posts, PR articles, events, etc.
Screenshots
BRANDING & MARKETING
Exhibition & Tradeshow
Photos, articles of your company attending industry events to promote your startup
Images
BRANDING & MARKETING
Events Marketing
Offline event: photos, guest lists, and recap on website/socials. Online event - Webinar: a screenshot of Zoom/meets, participant lists, post-event feedback, or follow-up emails.
Screenshots
BRANDING & MARKETING
Content Marketing
Screenshot of your Blogs/News with high quality articles (which also posted to social media).
Screenshots
BRANDING & MARKETING
Social Media
Set up Social profiles for your company on all popular platforms (focus on LinkedIn, Facebook, X, etc.) - screenshots of your Profile to show the number of Likes/Followers (the higher, the better). Screenshots of all the most recent posts (to see timestamps)
Screenshots
BRANDING & MARKETING
Website
Screenshot of your websites (all pages - especially the About section and showing your teams), Screenshot of your Latest News post to show your recent company activities.
Screenshots
BRANDING & MARKETING
Digital Marketing Strategy
A strategy write-up and quarterly/yearly planning on how you will run your digital marketing
*.docx
BRANDING & MARKETING
Brand Guideline
A guideline on how your brand should be used
*.pdf
BRANDING & MARKETING
Trademark & Copyright
Filling the trademark your brand name and logo, register the copyright of your product/solution/services
*.pdf
GROWTH & TRACTIONS
[B2B] Client contracts
Show signed contracts, invoices and payment receipts
*.pdf
GROWTH & TRACTIONS
[B2B] Letter of Intent
If you can’t show any customers or contacts yet, at least show email exchange or signed LOI from potential clients.
Screenshots
GROWTH & TRACTIONS
[B2B] Leads funnel
Screenshot of your funnels - list of Companies that are using, in trial, in consideration, interested, etc.
Screenshots
GROWTH & TRACTIONS
[B2C] Customer Reports
Screenshot of your Analytics to show user and revenue growth monthly. Having a revenue (even small) is much better than zero.
Screenshots
ADMIN & HR
Payroll Summary and PD7A
Show that you are paying salary and taxes
*.docx
ADMIN & HR
Offer Letters
Important so show Canadian benefits, hiring of Canadian/PR
*.pdf
ADMIN & HR
Candidate Interviews
Screenshot of interviews (offline or online, calendars, candidate info, interviews responses..)
Screenshots
ADMIN & HR
Hiring - LinkedIn job posting
Screenshot of job posts on LinkedIn, also the list of applicants and some CVs of selected candidates
Screenshots
ADMIN & HR
Hiring - JobBank job posting
Screenshot of jobs post on Canada Job bank - especially for roles that listed to be hire in Biz Plan.
Screenshots
ADMIN & HR
Office Lease Agreement
To show you have an office (optional - or can use virtual office)
Images
FINANCIAL & INVESTMENT
Fundraising efforts
Pitch deck, list of investor want to invest, term sheets, etc.
*.docx
FINANCIAL & INVESTMENT
Financial Reports
Especially if you have revenue and expenses.
*.pdf
FINANCIAL & INVESTMENT
Year-end Tax Fillings
Form submitted and return by CRA to show your company doing taxes
Form
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