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[E] SUV Progress Update & Activities
ADR Checklist
Category
Supporting Docs
Description
Format
1
CORPORATE DOCUMENTS
CRA Fillings
Even if it’s nulled filling, but it’s better if you have some tax records
Form
2
CORPORATE DOCUMENTS
ByLaw - Shareholder Agreements - Shares holding docs
Corporate signed paperwork “package” as shareholders and directors of the company
*.docx
3
CORPORATE DOCUMENTS
Incorporation Docs
Business registration with provinces or federal.
*.docx
4
DESIGNATED ORGANIZATION SUPPORTS
[Angel] Investment paperwork & Pitching showcase
Signed term sheet, SPA//SHA, Pitching/Demo Day photo or video
*.docx
5
DESIGNATED ORGANIZATION SUPPORTS
[Incubator] Incubation Program participation
Monthly report, Certificate, Program Work output, etc.
Screenshots
6
DESIGNATED ORGANIZATION SUPPORTS
Commitment Certificate & Letter of Support
Letter of Support from the Designated Organization.
Images
7
TECH & PRODUCT DEVELOPMENT
Consultant contracts
If you don’t have tech founders or hiring developers.
*.docx
8
TECH & PRODUCT DEVELOPMENT
Patent Application
Filling of your patent application (if possible).
Form
9
TECH & PRODUCT DEVELOPMENT
Product Showcase
Screenshot of features (web, mobile), Videos (physical product)
Screenshots
10
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
11
TECH & PRODUCT DEVELOPMENT
Product Roadmap
Roadmap of features (past, present, features)
*.pdf
12
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
13
TECH & PRODUCT DEVELOPMENT
Product Documentation
PRD (Product Requirement Doc), User flow & Wireframe, UI/UX Designs, System Architecture.
*.docx
14
TECH & PRODUCT DEVELOPMENT
Product Launch
Screenshot of Beta/Official Launch - news, social posts, PR articles, events, etc.
Screenshots
15
BRANDING & MARKETING
Exhibition & Tradeshow
Photos, articles of your company attending industry events to promote your startup
Images
16
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
17
BRANDING & MARKETING
Content Marketing
Screenshot of your Blogs/News with high quality articles (which also posted to social media).
Screenshots
18
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
19
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
20
BRANDING & MARKETING
Digital Marketing Strategy
A strategy write-up and quarterly/yearly planning on how you will run your digital marketing
*.docx
21
BRANDING & MARKETING
Brand Guideline
A guideline on how your brand should be used
*.pdf
22
BRANDING & MARKETING
Trademark & Copyright
Filling the trademark your brand name and logo, register the copyright of your product/solution/services
*.pdf
23
GROWTH & TRACTIONS
[B2B] Client contracts
Show signed contracts, invoices and payment receipts
*.pdf
24
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
25
GROWTH & TRACTIONS
[B2B] Leads funnel
Screenshot of your funnels - list of Companies that are using, in trial, in consideration, interested, etc.
Screenshots
26
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
27
ADMIN & HR
Payroll Summary and PD7A
Show that you are paying salary and taxes
*.docx
28
ADMIN & HR
Offer Letters
Important so show Canadian benefits, hiring of Canadian/PR
*.pdf
29
ADMIN & HR
Candidate Interviews
Screenshot of interviews (offline or online, calendars, candidate info, interviews responses..)
Screenshots
30
ADMIN & HR
Hiring - LinkedIn job posting
Screenshot of job posts on LinkedIn, also the list of applicants and some CVs of selected candidates
Screenshots
31
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
32
ADMIN & HR
Office Lease Agreement
To show you have an office (optional - or can use virtual office)
Images
33
FINANCIAL & INVESTMENT
Fundraising efforts
Pitch deck, list of investor want to invest, term sheets, etc.
*.docx
34
FINANCIAL & INVESTMENT
Financial Reports
Especially if you have revenue and expenses.
*.pdf
35
FINANCIAL & INVESTMENT
Year-end Tax Fillings
Form submitted and return by CRA to show your company doing taxes
Form
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