Search
Affordable legal document templates written by experienced practising lawyers trusted by UK businesses and beyond
- Guidance notes included
- No hidden extras
- Easily customisable
Create your document in 3 Easy Steps
- Download
- Customise
- Share & Sign
Investing in a Company
Take the risk out of investing in a company. Our legal templates are drafted by lawyers with decades of experience structuring and advising on investment transactions. We cover the entire investment process.
Combined investment and shareholders agreement for the investment by a single investor in an established business. The agreement covers the investment transaction and also acts as the shareholders agreement between the investor and the founders of the company.
Combined investment and shareholders agreement for the investment by multiple investors in an established business. The agreement covers the investment transaction and also acts as the shareholders agreement between the investors and the founders of the company.
Investment term sheet template for the investment for ordinary shares in a private limited company. It outlines the principal investment terms on a non-legally binding basis and contains optional legally-binding provisions covering confidentiality, exclusivity and costs.
Term sheet for the investment for preferred shares in a private limited company. It outlines the principal investment terms on a non-legally binding basis and contains optional legally-binding provisions covering confidentiality, exclusivity and costs.
Using a checklist helps to ensure that contract reviews, conclusions and recommendations are reported in a consistent manner. This contract review checklist for use during legal due diligence records the review of contracts provided during the due diligence process.
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.
A comprehensive NDA, in the form of an agreement, for use where a company will disclose confirmation information to a potential investor. It contains robust legal protections for the benefit of the company as the disclosing party.
Written shareholder resolutions for a target company in an investment transaction, incorporating resolutions for matters typically approved by the company’s shareholders at closing.
Minutes of a meeting of the board of directors of a target company in an investment transaction, incorporating resolutions for matters typically approved by the company at closing including approval of the investment agreement and allotment of new shares to investors.
Shareholders agreement following the investment in a start-up business by a single investor under a separate subscription agreement. The agreement acts as the shareholders agreement between the investor and the founders of the company post-investment.
Shareholders agreement following the investment in a start-up business by multiple investors under a separate subscription agreement. The agreement acts as the shareholders agreement between the investors and the founders of the company post-investment.
Shareholders agreement following the investment in an established business by a single investor under a separate subscription agreement. The agreement acts as the shareholders agreement between the investor and the founders of the company post-investment.
why our
customers value us
“I find what I need easily on the PaperRock website. The guidance is clear, and the documents are as good as the ones I’ve seen from in-house and external law firms. I’d highly recommend PaperRock Documents.”
Gavin, MD | SC Transformation
We have templates for the legal documents required for your investment transaction whether you:
- own a company which is raising investment or
- want to invest in a company
Our selection of documents covers the entire investment process from start to finish and includes:
- preliminary documents:
- NDAs: NDAs tailored for an investment transaction
- term sheets: a choice of term sheets for either ordinary or preferred shares
- exclusivity agreements: forms of exclusivity agreement if required by the investor
- due diligence: checklists for the legal due diligence requests to be made by the investor
- advance subscription agreement: for a company to raise investment quickly and in a cost-effective manner prior to a financing round
- investment agreements: different forms of investment agreements depending on:
- the number of investors
- whether the company is a start-up or an established business
- whether the parties want a combined investment and shareholders agreement or a separate subscription agreement and shareholders agreement
- Articles of Association: alternative forms of new Articles of Association for the company, to accompany the chosen form of investment agreement
- ancillary transaction documents: documents necessary to complete the investment, including:
- employment agreements for founders and key employees
- disclosure letter to accompany the warranties under the investment agreement
- board resolutions and shareholder resolutions for the target company
- intellectual property assignments
