Exclusivity Agreement: investment (short)

This short-form agreement is presented as a letter. It’s perfect for straightforward investment deals where the company agrees not to negotiate or make deals with other investors for a set time.

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When do I use this document?

  • for an investment transaction
  • where the subject company will agree a period of exclusivity with the investor
  • for a shorter form document with principal legal protections for the investor

What are the key features?

  • 12 paragraphs over 2 pages
  • definition of Exclusivity Period
  • exclusivity undertakings from the company in favour of the proposed investor
  • rights and remedies for the proposed investor, including indemnity for breach and indemnity for costs

What other documents are available?

For a longer form of exclusivity agreement for an investment transaction, see

When do I use this document?

  • for an investment transaction
  • where the subject company will agree a period of exclusivity with the investor
  • for a shorter form document with principal legal protections for the investor

What are the key features?

  • 12 paragraphs over 2 pages
  • definition of Exclusivity Period
  • exclusivity undertakings from the company in favour of the proposed investor
  • rights and remedies for the proposed investor, including indemnity for breach and indemnity for costs

What other documents are available?

For a longer form of exclusivity agreement for an investment transaction, see

Explanatory Guides

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

Updated by a lawyer on 12/09/2024

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