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Fillable fundraising and work templates — complete a short form, generate a clean, professional PDF, download it, and sign it online with a self-hosted audit trail. 8 templates across fundraising mandates, investment, confidentiality and engagements.
Template — not legal advice; review with qualified counsel before signing.
Fundraising mandates
Fundraising Advisory Engagement Letter
The core engagement letter between a fundraising adviser and a sponsor — defining the raise, the scope of advisory work (structuring, materials, data room, introductions), the retainer and success fee, exclusivity and term. The document that starts a mandate.
PrepareRaise Mandate Letter
A focused mandate letter authorising an adviser to represent a sponsor in approaching capital for a specific raise — sets the mandate scope, exclusivity, the approach perimeter (who may be approached) and the fee on a completed raise. Shorter than the full advisory engagement.
PrepareConfidentiality
Mutual Non-Disclosure Agreement
A reciprocal NDA where both parties disclose and receive confidential information — used when a sponsor and an investor (or adviser) explore a raise, partnership or transaction together.
PrepareOne-Way Non-Disclosure Agreement
A one-directional NDA where one party discloses and the other receives — used when only one side is sharing sensitive information, e.g. a sponsor opening a data room to a prospective investor or adviser.
PrepareConfidentiality Undertaking
A unilateral undertaking by an individual (adviser, contractor, employee or director) to keep an organisation's information confidential — useful when bringing a person inside a live raise. Signed by one party.
PrepareEngagements
Advisory Engagement Letter
A general letter of engagement setting out the scope of advisory services, fees, and the basis of the retainer between an adviser and a client. A lighter, all-purpose alternative to the full fundraising-advisory engagement.
PrepareConsultancy Agreement
An independent-contractor consultancy agreement covering services, fees, IP ownership, confidentiality and term — for engaging a consultant or service provider to support a raise (model build, materials, diligence support).
PrepareGeneral information only. These are starting-point templates for ordinary business use. They do not constitute legal advice. Any document should be reviewed by qualified counsel in the relevant jurisdiction before execution. The online signing facility is a self-hosted electronic signature with an audit trail (signer identity, timestamp, IP and document hash) — it is not a certificate-authority-issued qualified signature.
Not sure which document you need, or want help getting a raise ready? Read the guides or book a conversation with the advisory team.