These Investor Forms can help your business raise capital for operations, expansion and R&D from investors and venture capitalists.
Quickly and easily create professional securities documents, offering memoranda, prospectus forms, debentures and indentures with these fully customizable templates.
Click on a country link to see a list of available Investor Forms for your region.
Acknowledgement by Investor of No Advice Given
Download this free acknowledgement given by an investor that he/she has not received any legal, financial, investment or other advice in deciding to make an investment. This is a generic form in MS Word format, and is not specific to any country or region....
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Annual Meetings and Special Shareholder Meetings: A Planning Guide
Use this handy Checklist and Planning Guide to assist you with the preparation and planning required for a variety of corporate meetings. This guide deals with: annual meetings of a corporation's directors and shareholders, special shareholder meetings, other corporate meetings and special...
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Bylaws for Strata Plan as part of Rental Investment Pool
Use this template to prepare a set of Bylaws for a Strata Corporation as part of a rental investment pool. The strata corporation is being set up to sell strata lots to investors as part of a rental investment pool. The lot owners will form a separate commercial section within the strata corpora...
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Use this template to prepare a Convertible Debenture, which is issued to a lender as security for a loan to the issuing corporation, and is convertible into shares in the capital of the corporation at any time prior to the repayment of the principal amount of the loan (but not including any accrued ...
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Issue a Demand Debenture to a shareholder or investor as security for a loan with this template form. Interest on the principal secured by the Debenture will be compounded semi-annually and paid monthly. The Debentures are issuable as fully registered Debentures in accordance with a Trust Indent...
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Directors Resolution to Increase Debenture Amount
Corporate secretaries, use this easy template to prepare a Directors Resolution to Increase Debenture Amount. The directors authorize an increase in the aggregate dollar amount of debentures issued by the corporation under the provisions of a Trust Deed. This Directors Resolution to Increase D...
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Directors Resolution to Issue Warrant Shares
Corporate secretaries, use this template to prepare a Directors Resolution to Issue Warrant Shares. The directors accept subscriptions for shares from warrant holders exercising the share purchase warrants issued to them by the corporation, and authorize the issuance of common shares to the warra...
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Engagement Letter to Hire Investor Relations Advisor
Hire an investor relations advisor to provide your company with investment services with this ready-made Engagement Letter template. The services to be provided under the terms of the Engagement Letter include: helping the client to raise capital; handling investor relations; designing and ...
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Guide to Developing an Investor Relations Program
Read this 8-page guide to help you develop a sound investor relations program for your company. The guide will also show you how to ensure that your investors have a good level of understanding of the business, and how to promote communication between the company and its financial partners. Th...
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Guide to Investor Presentations and Information Packages
Learn how to put together effective capital-raising campaigns for your company with this Guide to Investor Presentations and Information Packages. Download this 4-page checklist and planning guide to help you create dynamic investor presentations, and prepare succinct, attractive and meaningful i...
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How Small Companies Get Noticed - Investor Relations on a Budget
With all of the companies out there competing for the investor's attention, how does a small company get noticed? This 6-page article entitled "How Small Companies Get Noticed - Investor Relations on a Budget" will tell you how to plan your fund raising strategy, prepare materials, marshal your c...
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Indemnity of Investor by Parties in Breach
Use this template to prepare an Indemnity Agreement between one or more indemnifying parties (indemnitors), an investor who advanced funds to the indemnitors under an existing loan agreement, and a guarantor. The indemnitors have committed one or more breaches of the loan agreement, and the inves...
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Investors Wanted: A Typical Investment Request to Approach Angel Investors
Download this 3-page article and investment request form to learn how to approach "angel investors" to raise capital for your business. Angel investors are independent investors who may demand a level of participation and control in return for their investment. The article contains a template In...
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Limited Power of Attorney for Lot Purchase in Condo Investment Pool
Use this template to create a Limited Power of Attorney, to be granted by a purchaser to a land developer, appointing the developer as his or her attorney for the sole purpose of purchasing one or more condominium strata lots in a condo rental pool, as an investment. The Power of Attorney grants ...
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Measuring the Performance of Public Companies
Download this free article entitled "Measuring the Performance of Public Companies: Common Ratios and What They Mean", which contains a list of terms and ratios in common use in the investment community to measure financial performance, which provide a reference point for making general comparisons....
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Planning Guide for Preparing Annual Reports for Public Companies
Learn how to prepare an annual report for a public company with this informative planning guide. The guide explains how to ensure that regulatory requirements for disclosure are met, and how to make your annual report an effective information and marketing tool. The Planning Guide for Preparin...
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Preparing for Investor Meetings: A Planning Guide and Checklist
Use this preparation checklist and planning guide to help you prepare for a meeting of investors, including making travel arrangements for out-of-town investors, rehearsal, staging and follow-up. "Preparing for Investor Meetings: A Planning Guide and Checklist" is available as a PDF download....
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Property Management Agreement for Condo Investment Pool
Use this template to prepare a Property Management Agreement between a strata corporation and a condominium property management company, to provide for the maintenance, management and administration of the common property of the strata plan condominium project. Provisions of the agreement include: ...
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Release & Reconveyance of Debenture (Canada)
Prepare a Release & Reconveyance of Debenture with this template form for Canada. The form must be executed by the holder of the debenture, at the time that the debenture is redeemed by the issuing corporation and payment in full has been received by the holder. This Canada Release & Reconveya...
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Securities Clearing Agent Account Services Agreement
Securities clearing agents, prepare client contracts quickly and easily with this Securities Clearing Agent Account Services Agreement The client's broker will deal with the agent on all purchase and sale transactions. The clearing agent has the authority to use all available cash in short term ...
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Subscription Form for Warrant Shares
Corporate secretaries, prepare a Subscription Form for Warrant Shares with this easy template form. The shares will be issued to a warrant holder exercising his/her warrants under the provisions of a Warrant Indenture. The warrant holder must complete the Subscription Form and tender it to the co...
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Supplemental Trust Deed Increasing Debenture Amount
Increase the amount of debentures issued under a Trust Indenture with this Supplemental Trust Deed. The Supplemental Trust Deed is drawn up between the issuing corporation and a trustee appointed under the original Trust Indenture under which the debentures were issued. The Supplemental Trust Dee...
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Trust Indenture to Issue Debentures
Prepare a Trust Indenture to Issue Debentures with this comprehensive template, between a corporation and a trustee appointed to act on behalf of the debenture holders. The debentures are series registered bonds to be secured by certain assets and property of the corporation, including promissor...
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Understanding Investors: An Overview of Roles and Relationships
If your role involves raising capital, you need to understand the different types of investors. "Understanding Investors: An Overview of Roles and Relationships" is a 13-page article which describes the most significant roles in the investment community (institutions, investment advisors, analyst...
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