Raising investment templates

Term sheets, investment agreements, SEIS and EIS checklists and investor documents for raising funds.

Ready-made

Professionally structured documents, ready to fill in and use.

Word format

Download in Microsoft Word and edit every line.

Easy to adapt

Clear guidance notes on what to change for your business.

For UK businesses

Written for small and growing UK businesses.

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14 documents

Raising investment templates

Investor NDA, term sheet, advance subscription and convertible loan agreements, SEIS/EIS checklists and cap table.

One price for the whole category

All 14 raising investment documents for £20

Buy the pack once and get every document below as an editable Word file, with guidance notes to help you adapt each one.

£20for all 14

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All 14
Agreements 6
Policies 1
Forms & records 7

Forms & records

Collect and record information
Board Minutes Approving Share AllotmentMinutes of a directors’ meeting that approves an investment round, allots the new shares, issues share certificates and sets up the Companies House and register filings.13 pagesRead more ›Written Shareholder Resolutions – Allotment and Pre-emptionPrivate company written resolutions giving directors authority to allot shares (section 551), disapplying pre-emption rights (sections 570/571) and amending or adopting new articles.9 pagesRead more ›SEIS and EIS Compliance ChecklistA working checklist of the company, trade, investor and share conditions for SEIS and EIS, the three-year ongoing conditions and the SEIS1 / EIS1 compliance statement process.11 pagesRead more ›SEIS and EIS Advance Assurance Application ChecklistEverything to prepare before applying to HMRC for advance assurance, with a document pack tracker, risk-to-capital and use-of-funds wording, and an agent authority letter.7 pagesRead more ›Cap Table and Share RegisterA capitalisation table showing issued and fully diluted ownership round by round, with option pool, convertibles and a statutory register of members.9 pagesRead more ›Investor Update TemplateA clear, consistent monthly or quarterly update for shareholders covering headlines, KPIs, cash runway, progress against plan, risks and asks.7 pagesRead more ›Due Diligence Questionnaire and Data Room IndexA full investor due diligence questionnaire for an early-stage UK company, with a matching data room index to organise and track every document.14 pagesRead more ›

Raising investment pack

£20

for all 14 documents

  • Editable Word files
  • Guidance notes in every document
  • Written for UK businesses
  • Download and keep
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All 14 documents in this category come together as one pack for £20. Templates are a starting point – for anything complex or high-value, we recommend having your final document checked by a solicitor.

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Open in Word, follow the guidance notes and make it your own.

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Our sister firm, AML Accountancy Solutions, is an award-winning accountancy practice helping businesses and individuals across the UK with their accounts, tax, bookkeeping and payroll.

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Part of AML Finance Group

Need an accountant too?

Our sister firm, AML Accountancy Solutions, is an award-winning accountancy practice helping businesses and individuals across the UK with their accounts, tax, bookkeeping and payroll.

Visit AML Accountancy Solutions