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Prepare a deal document.
Fillable brokerage and transaction templates — complete a short form, generate a clean, professional PDF, download it, and sign it online with a self-hosted audit trail. 6 templates across confidentiality, mandates and deal documents.
Template — not legal advice; review with qualified counsel before signing.
Confidentiality
Mutual Non-Disclosure Agreement
A reciprocal NDA where both parties disclose and receive confidential information — used when a buyer and seller (or co-investors) explore a deal together before asset-level detail is exchanged.
PrepareOne-Way Non-Disclosure Agreement
A one-directional NDA where one party discloses and the other receives — the standard gate a counterparty signs before the desk releases asset-level detail on a mandate.
PrepareMandates & Engagements
Advisory Engagement Letter
A letter of engagement setting out the scope of advisory services, fees and the basis of the retainer between an adviser and a client — for transaction support, structuring or general advisory work.
PrepareBrokerage Mandate Agreement
Appoints the desk on a buy-side or sell-side basis to introduce a counterparty and intermediate a transaction, with a success fee on the tiered Lehman 5-4-3-2-1 scale, exclusivity, a tail period and standard protections.
PrepareDeal Documents
Investment / Transaction Term Sheet
A non-binding term sheet recording the principal terms of a proposed equity investment or acquisition — value, instrument, governance and key conditions — with the customary binding exclusivity, confidentiality and costs clauses.
PrepareDeal Teaser Cover & Confidentiality Notice
The anonymised cover sheet that fronts a deal teaser distributed to prospective counterparties — sets the project codename, side, indicative size and a binding confidentiality, no-contact and NDA-gating notice before any asset-level detail is released.
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 ready to bring a deal? Read the guides or submit a mandate to the desk.