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Fillable templates for the opportunities desk — 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, engagements, and investment & deal documents.
Template — not legal advice; review with qualified counsel before signing.
Confidentiality
Mutual Non-Disclosure Agreement
A reciprocal NDA where both parties disclose and receive confidential information — used when an investor and the desk explore an opportunity, co-investment or transaction together.
PrepareOne-Way Non-Disclosure Agreement
A one-directional NDA where one party discloses and the other receives — used when the desk releases an opportunity teaser or data room to a prospective investor before any commitment.
PrepareInvestment & Deal
Investment Term Sheet
A non-binding term sheet recording the principal terms of a proposed equity investment — valuation, instrument, governance and key conditions.
PrepareCo-Investment Term Sheet
A non-binding term sheet under which a lead investor offers co-investors a pro-rata slice of an opportunity it is leading — setting the co-investment amount, economics, fees, governance pass-through and conditions.
PrepareSPV Subscription Summary
A summary subscription into a single-asset co-investment SPV — recording the investor’s commitment, drawdown mechanics, the underlying asset, and the SPV-specific acknowledgements and warranties.
PrepareShare Subscription Agreement (Summary Form)
A summary-form subscription agreement under which an investor subscribes for new shares in a company or vehicle, with standard warranties and conditions.
PrepareGeneral information only. These are starting-point templates for ordinary business use. They do not constitute legal, investment or tax advice, and are not an offer of any security or interest in any vehicle. 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 want to discuss an opportunity? Read the guides or register your interest with the desk.