Use these USA Investor Forms to help your business raise capital for operations, expansion and debt financing from investors and venture capitalists in the United States and abroad.
Quickly and easily create professional securities forms, offering documents and investor agreements with these fully customizable templates.
Our USA Investor Forms are available in either MS Word or PDF formats and are easy to download, edit and print.
Confidentiality Agreement for Investor (USA)
USA business owners, if you are in discussions with an interested party who is investigating your business with respect to a potential acquisition or investment in the company, you will probably need to provide certain confidential information as part of their investigation and due diligence review....
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USA companies, attract investors to inject capital into your business by offering a Convertible Note as security for repayment of the investment. All amounts due will become immediately due and payable upon any default by the borrower (Obligor). The indebtedness under the Note will be subordinate...
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Convertible Note Purchase Agreement (USA)
Do you hold a Convertible Note as security for a US investment? Sell all or part of the Note with this Convertible Note Purchase Agreement. The seller agrees to waive any claim for accrued but unpaid interest. The seller agrees not to convert any portion of the Note prior to closing the sale. ...
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Finder's Fee Agreement for Identifying Potential Financings (USA)
Prepare a Finder's Fee Agreement for Identifying Potential Financings with this easy-to-use template for the USA. The Agreement is between a US company looking for a source of financial backing and an agent who will introduce the company to potential investors or acquirers to complete a financing...
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Interim Loan Servicing Agreement (USA)
USA lenders and brokers, prepare an Interim Loan Servicing Agreement with this template, in connection with the sale of mortgage loans. The loan servicer will temporarily service the mortgage loans until the loans have been transferred to the purchaser. The loan servicer acts as an independent ...
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Investor Subscription Agreement with Rescission Notice (USA)
Use this template to prepare an Investor Subscription Agreement with Rescission Notice for shares of stock in a USA corporation. The shares are being offered to investors in a private placement offering. The Subscription Agreement must be signed by an investor who wants to purchase shares under ...
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Irrevocable Subscription Agreement for Private Placement of Shares (USA)
Prepare an Irrevocable Subscription Agreement for Private Placement of Shares with this template form for a US corporation. The shares are being offered to investors in a private placement under an offering memorandum. The subscription may not be revoked by the investor for a period of 6 months. ...
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Letter of Intent to Purchase Preferred Stock (USA)
USA investors, use this Letter of Intent to set out your intentions to purchase preferred stock in a company planning an initial public offering. The proposed transaction would see the investor purchasing preferred stock convertible into shares of common stock at any time. The preferred stock wo...
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Letter of Interest & Loan Proposal from Broker (USA)
USA brokers, use this ready-made template to write a Letter of Interest and Loan Proposal to a client who wants to secure conventional financing (such as a bank loan) to capitalize its business. Key points of the letter include: The broker would be given the exclusive mandate to source out the fin...
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Loan Servicing & Tenancy in Common Agreement (California)
Prepare a Loan Servicing & Tenancy in Common Agreement with this comprehensive template for California, as part of an offering of fractional undivided interests in a promissory note, secured by a first mortgage. The agreement is between the investors (lenders) and a loan servicer who has arr...
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Non-Disclosure & Non-Circumvention Agreement re Investor Information (USA)
USA venture capitalists, protect your business leads with this Non-Disclosure and Non-Circumvention Agreement. The venture capitalist (lender) has provided a client seeking financing with information regarding potential investors with whom the lender has established business relationships. The in...
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Offering Circular for Fractional Loan (California)
Prepare an Offering Circular for Fractional Loan with this comprehensive template for the State of California, to make an offering of fractional undivided interests in a promissory note secured by either a first mortgage or by other promissory notes secured by other collateral. Sections of the O...
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Private Placement Memorandum for Common Stock in Online Gambling Corporation (Nevada)
Use this template to prepare a Private Placement Memorandum for the State of Nevada, to provide for the sale of shares of Common Stock in a corporation which has developed online gambling software and is seeking start-up and development capital. Provisions of the memorandum include: The offerin...
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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 investme...
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