Investment & Financing

Description:

These are the documents used to raise money from sophisticated investors (angel investors and / or venture capital firms). The contracts are designed to align with U.S. private company investment regulations.

Here, our team has prepared the documents for you in an easily understandable and editable manner. Specifically, herein, we have included two different commonly used forms of investment contracts as favored by investors.

Each document includes bracketed language that can be edited based on a particular company's needs.

Along with the documents below, you will receive a Guide, explaining the documents and providing helpful background to better understand them.

Also included is an NDA specifically designed for the fundraising evaluation process to best help protect your business, as well as due diligence materials that your investors are required to fill out.

Documents Included:

• Diligence NDA (non-disclosure agreement)
  
• SAFE Note (most simple agreement for raising investment capital)
  
• Convertible Note
  
• Convertible Note Term Sheet
• Form of Convertible Promissory Note
• Convertible Note Purchase Agreement
• Accredited Investor Status Check