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 13/04/2023
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