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Fillable templates for the introduction layer — complete a short form, generate a clean, professional PDF, download it, and sign it online with a self-hosted audit trail. 8 templates across introductions, confidentiality, engagements and investment.
Template — not legal advice; review with qualified counsel before signing.
Introductions & Matching
Introduction Agreement (Success Fee)
Records the terms on which an introducer presents a specified counterparty to a client, and the success fee payable if a transaction completes off the back of that introduction. The core document of the introduction layer.
PrepareInvestor–Sponsor NDA
A mutual NDA tailored to a capital introduction: it protects the sponsor's deal information and the investor's mandate and identity, and expressly preserves the introducer's position. Use before sharing a data room or mandate.
PrepareConfidentiality
Mutual Non-Disclosure Agreement
A reciprocal NDA where both parties disclose and receive confidential information — used when exploring a deal, 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 sharing a data room with an investor or adviser).
PrepareConfidentiality Undertaking
A unilateral undertaking by an individual (adviser, consultant, director or staff member) to keep an organisation's deal and counterparty information confidential. Signed by one party.
PrepareEngagements & Mandates
Engagement Letter
A letter of engagement setting out the scope of advisory / introduction services, fees, and the basis of the retainer between an adviser and a client.
PrepareConsultancy Agreement
An independent-contractor consultancy agreement covering services, fees, IP ownership, confidentiality and term — for engaging a consultant, originator or service provider.
PrepareInvestment
General 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 be matched? Read the guides or request a confidential introduction.