Raise Capital

This non-disclosure agreement (NDA) is a ‘contract’ between at least two parties. This NDA outlines confidential materials or information the parties wish to share with one another yet restricts access to it. This NDA gives an ‘advantage’ to the issuer of the document, as opposed to the mutual non-disclosure below. 3 Pages in Length.

This non-disclosure agreement is more ‘fair’ or ‘equal’ for all parties involved than the non-disclosure agreement above. Hence, it’s ‘mutual’. Both parties seek protection or a commitment to confidentiality from the other. 2 Pages in Length.

An NCND is often used by intermediaries or brokers. Its purpose is to ensure that 1) the parties involved (such as a buyer and seller or a company and a broker) are not by-passed and 2) the information to be disclosed during the dialogue is not revealed to any external or unauthorized party. An NCND, in many ways, is stronger than a ‘regular’ NDA.  3 Pages in Length.

This term sheet outlines the terms and conditions of a business agreement such as those found in a private placement memorandum for an ‘S’ or ‘C’ corporation. Included in this terms sheet is basic company information as well as guidelines for those writing a private placement memorandum as well as needed information regarding Regulation D requirements. Can be used as a standalone document as well. 4 Pages in Length.

This term sheet outlines the terms and conditions of a business agreement such as those found in a private placement memorandum for a Limited Liabilities Company or Limited Partnership (LLC or LP). Included in this term sheet is basic company information as well as guidelines for those writing a private placement memorandum as well as needed information regarding Regulation D requirements. Can be used as a standalone document as well. 4 Pages in Length.

This document lists the most up-to-date requirements to be considered an “Accredited Investor.” Good for use when writing a private placement memorandum Regulation D 505 or Regulation D 506. 2 Pages in Length.

An important questionnaire for any investor in a debt offering to fill out. This debt offering questionnaire – via promissory note - allows one to determine if a potential investor is accredited or if the investment is even suitable for this person.  7 Pages in Length.

A purchase agreement/contract for a debt offering, known as a ‘Note Purchase Agreement’.  This agreement outlines the terms and conditions that the note purchaser must agree to in order to purchase debt. It’s like a ‘contract’ for purchasing debt. For a debt offerings only. 9 Pages in Length.

A purchase agreement/contract for a convertible debt offering, known as a ‘Convertible Promissory Note’.  This agreement outlines the terms and conditions that a note purchaser must agree to in order to purchase debt. For a debt offering only. 11 Pages in Length.

Good to use when employing an agent to act on your company’s behalf to sell securities. Per the terms of the agreement, a placement agent agrees to use his/her "best efforts" to secure investors for the company. Good for Corporations. For an LLC, see below.  5 Pages in Length.

Good to use when employing an agent to act on your company’s behalf to sell securities. Per the terms of the agreement, a placement agent agrees to use his/her "best efforts" to secure investors for the company. Good for LLCs. For an Corporations, see above. 5 Pages in Length.

Great for using when appointing another party to help sell one’s securities, such as one’s shares, units or notes. 5 Pages in Length.

Great for any type of purchase, including property, intellectual property, domain names, software and much more. Can be customized for almost anything. 13 Pages in Length.

Great for investors or entrepreneurs or even landlords when seeking commitment from another party to execute a transaction or for showing interest. 2 Pages in Length.

Great for using when selling a security when raising capital. This is a standard agreement for anyone raising money on behalf of someone else.  This is a standard broker agreement. 3 Pages in Length.

Great for using when raising capital. This is a standard agreement for anyone raising money on behalf of someone else. This is not a broker agreement. 3 Pages in Length.

Great for hiring either a full time employee or a consultant on a temporary basis. The agreement outlines the terms of the occupation, the limitations on the employee/consultant and much more.  Can be customized for almost anything. 9 Pages in Length.

Great for asset management or other trading funds such as the foreign exchange (forex). This document outlines the terms the company is offering to investors and the performance fee structures for the management team.  Can be customized for almost anything. 7 Pages in Length.