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Fillable investor and deal templates — complete a short form, generate a clean, professional PDF, download it, and sign it online with a self-hosted audit trail. 7 templates across confidentiality, investor onboarding, subscription and mandates.
Template — not legal advice; review with qualified counsel before signing.
Mutual Non-Disclosure Agreement
A reciprocal NDA where both parties disclose and receive confidential information — used when an investor and the manager explore a fund, co-investment or transaction together.
PrepareOne-Way Non-Disclosure Agreement
A one-directional NDA where the manager discloses and a prospective investor or adviser receives — the standard gate to a data room, teaser or due-diligence questionnaire.
PrepareInvestor Onboarding
Investor Self-Certification Questionnaire
An accredited / qualified-investor self-certification with a source-of-wealth and source-of-funds declaration — the standard eligibility and KYC starting point before a data room or subscription.
PrepareDue-Diligence Response Cover & Index
A cover sheet and index for a due-diligence questionnaire (DDQ) response — identifies the parties and the questionnaire, lists the sections answered and the data-room exhibits provided, and records the confidentiality basis.
PrepareInvestment & Subscription
Investment Term Sheet
A non-binding term sheet recording the principal terms of a proposed equity investment or co-investment — valuation, instrument, governance and key conditions.
PrepareSubscription Agreement (Summary Form)
A summary-form subscription agreement under which an investor subscribes for new shares or a fund interest, with standard warranties, eligibility representations and conditions.
PrepareGeneral information only. These are starting-point templates for ordinary investor and business use. They do not constitute legal, tax or investment advice, and are not an offer of, or solicitation to invest in, any security. Any document should be reviewed by qualified counsel in the relevant jurisdiction before execution. The online signing facility is a self-hosted electronic signature with an audit trail (signer identity, timestamp, IP and document hash) — it is not a certificate-authority-issued qualified signature.
Not sure which document you need, or how the process fits together? Read the guides or make a confidential enquiry.