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Investor Forms

Raise capital from investors and venture capitalists to fund your business operations, expansion and R&D from investors and venture capitalists.

OR CHOOSE ONE OF THE GENERIC FORMS BELOW

  • Acknowledgement by Investor of No Advice Given

    Download a free Acknowledgement form to be signed by an investor, stating that no advice has been given. The investor acknowledges that he/she has not received any legal, financial, investment or other advice in deciding to make an investment. This is a generic form which can be used anywhere. Fr...

    Price: FREE

  • Canada Release and Reconveyance of Debenture

    Prepare a Release and 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 and Reconve...

    Price: $9.99

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  • Convertible Debenture

    Issue debentures as security for funding with this downloadable Convertible Debenture template. The Debenture is issued by a corporation to a lender as security for a commercial loan. The Debenture is convertible into shares in the capital of the corporation at any time prior to the repayment of t...

    Price: $14.99

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  • Demand Debenture

    Issue a Demand Debenture to a shareholder or investor as security for a loan with this template form. Interest on the principal amount secured by the Debenture will be compounded semi-annually and paid monthly. The Debentures are issuable as fully registered Debentures under the terms of a Trust I...

    Price: $4.99

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  • Directors Resolution to Issue Warrant Shares

    Prepare a Directors Resolution to Issue Warrant Shares with this easy generic template. 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 warrant holders. ...

    Price: $4.99

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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 customizable Engagement Letter template. The investor relations advisor will provide the following services: helping the client raise capital; handling investor relations; designing and implementing ...

    Price: $14.99

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  • Guide to Developing an Investor Relations Program

    This 8-page Guide to Developing an Investor Relations Program can help you put a sound investor relations program in place 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 ...

    Price: $9.99

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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 inf...

    Price: $9.99

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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 teach you: how to plan your fund raising strategy, how to prepare materials for i...

    Price: $14.99

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  • Indemnity of Investor by Parties in Breach

    Use this template to prepare an Indemnity of Investor 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, a...

    Price: $9.99

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  • Investors Wanted: A Typical Investment Request to Approach Angel Investors

    Learn how to approach angel investors to raise capital for your business with this 3-page article and investment request form. Angel investors are independent investors who may demand a level of participation and control in return for their investment. The article contains a sample Investment Req...

    Price: $9.99

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  • Limited Power of Attorney for Lot Purchase in Condo Investment Pool

    Prepare a Limited Power of Attorney for a lot purchase in a condo investment pool with this easy-to-use template. The purchaser appoints 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 o...

    Price: $4.99

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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. ...

    Price: FREE

  • 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...

    Price: $9.99

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  • Preparing for Investor Meetings: A Planning Guide and Checklist

    Use this handy preparation checklist and planning guide to help you get ready for a meeting of investors. This free checklist covers the various aspects involved in holding an investor meeting, including making travel arrangements for out-of-town attendees, rehearsal, staging and follow-up. Prep...

    Price: FREE

  • Securities Clearing Agent Account Services Agreement

    Prepare contracts for your clients quickly and easily with this Securities Clearing Agent Account Services Agreement. The client's broker will deal with the clearing agent on all purchase and sale transactions. The clearing agent has the authority to use all available cash in short term investment...

    Price: $14.99

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  • Trust Indenture to Issue Debentures

    Prepare a Trust Indenture to issue debentures to lenders or investors with this fully editable template. The parties to the Trust Indenture are the corporation and a trustee appointed to act on behalf of the debenture holders. The debentures are series registered bonds to be secured by certain as...

    Price: $39.99

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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, analysts,...

    Price: $14.99

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  • Venture Capital 101 for Owner Managers

    Do you own or manage a business that is seeking venture capital investment? Make sure you know the basics - read Venture Capital 101 for Owner Managers. This guide will help you: gain an understanding of what venture capital means, learn what venture capitalists are looking for in an investment...

    Price: $24.99

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