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.

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When do I use this document?

  • 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,

When do I use this document?

  • 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,

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Updated by a lawyer on 03/09/2024

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