When do I use this bundle? For an investment transaction with a single investor in a private limited company What documents are included? term sheet for an investment for ordinary shares Investment term sheet: ordinary shares investment NDA NDA: investment (short) legal due diligence checklist Due diligence checklist: investment investment and shareholders agreement Investment and Shareholders Agreement: established business single investor Articles of association Articles of Association: established business single investor

NDA: investment (short)

A short form NDA, in the form of a letter agreement, for use in an investment transaction where the company will disclose confidential information to a potential investor. It covers the principal legal protections for the benefit of the company as the disclosing party.

for an investment transaction
where the subject company will disclose its confidential information to potential investors
for a shorter form NDA with principal legal protections for the company as the discloser of its confidential information

What are the key features?

16 paragraphs over 3 pages
definitions of Confidential Information and Proposed Transaction
confidentiality obligations
authorised recipients of Confidential Information
circumstances permitting compulsory disclosure
procedure for returning Confidential Information to the company
duration of agreement

What other documents are available?

For a shorter form of confidentiality agreement for an investment transaction see,

NDA: investment (long)

Description

When do I use this bundle?

For an investment transaction with a single investor in a private limited company

What documents are included?

term sheet for an investment for ordinary shares Investment term sheet: ordinary shares
investment NDA NDA: investment (short)
legal due diligence checklist Due diligence checklist: investment
investment and shareholders agreement Investment and Shareholders Agreement: established business single investor
Articles of association Articles of Association: established business single investor

Explanatory Guides

As with all of our document templates, your purchase will include access to clear explanatory guidance on the document and its use.

£30.00 exc VAT

Updated by a lawyer on 21/07/2025

Updated By a lawyer on 04/13/2023

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NDA: investment (short)