Investment documents

The paperwork of a round, on the investor's side of the table.

Term sheet to completion under English law, with the SEIS and EIS points built in. Use them as the starting position for a company you are backing, or to read what a founder has sent you.

Updated November 2026 · Word files, instant download · all 40 documents

Before the round

Investment Term Sheet (non-binding)Use it when agreeing headline terms with an investor before drafting.£19 →Mutual NDAUse it when both sides will share confidential information.£19 →One-way NDAUse it when only one side will share (for example, a pitch or demo).£19 →

Money before a priced round

Advance Subscription Agreement (ASA)Use it when taking early investment (especially SEIS/EIS) before a priced round.£79 →Convertible Loan Note InstrumentUse it when taking a loan that converts into shares in a later round.£79 →Warrant InstrumentUse it when granting an investor or lender a right to subscribe for shares later.£79 →

The priced round

Subscription Agreement (investor round)Use it when investors subscribe for shares in a priced round.£99 →Shareholders’ Agreement (investor round)Use it when investors have joined and need full governance terms.£149 →Articles of Association (investor-ready)Use it when adopting bespoke articles with investor share rights (replaces the Model Articles).£99 →Board Minutes and Written Resolutions PackUse it when recording board and shareholder decisions and filings.£19 →

What the company should already have

Founders’ Agreement (short-form shareholders’ agreement)Use it when two or more founders share equity and need to agree roles, vesting, leavers and exit.£99 →Founder IP Assignment DeedUse it when a founder built code, brand or content before the company existed.£49 →EMI Share Option Plan and Option AgreementUse it when giving employees tax-advantaged options.£99 →