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.

Fill the template

Document details

Adviser — full legal name*

Adviser — address*

Client / sponsor — full legal name*

Client / sponsor — address*

Project / raise name*

Target raise amount*

Instrument sought*

Scope of advisory services*

Retainer fee*

Success fee (% of funds raised)*

Exclusive mandate?*

Engagement term (months)*

Tail period (months)*

Period after termination during which a success fee is still payable on introduced investors.

Effective date*

Governing law*

The jurisdiction whose law governs this document.

Courts / jurisdiction*

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