Custom Document Generator for Investment Templates - USA

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Key Requirements PROMPT example:

Options Agreement

I need an options agreement for 10,000 shares vesting over 4 years with a 1-year cliff.

What kind of document are you looking for?

Advisory Agreement

Use this template to create a Advisory Agreement that complies with United States federal law

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Call option agreement

Use this template to create a Call option agreement that complies with United States federal law

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Capital Gains Tax Form

Use this template to create a Capital Gains Tax Form that complies with United States federal law

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Cryptocurrency Mining Agreement

Use this template to create a Cryptocurrency Mining Agreement that complies with United States federal law

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Advisor Agreement

Use this template to create a Advisor Agreement that complies with United States federal law

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Equity Participation Agreement

Use this template to create a Equity Participation Agreement that complies with United States federal law

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Finance Agreement

Use this template to create a Finance Agreement that complies with United States federal law

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Financial Agreement

Use this template to create a Financial Agreement that complies with United States federal law

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Investment agreement term sheet

Use this template to create a Investment agreement term sheet that complies with United States federal law

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Letter of Intent

Use this template to create a Letter of Intent that complies with United States federal law

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Pre-seed Angel investment agreement

Use this template to create a Pre-seed Angel investment agreement that complies with United States federal law

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Pro-rata side letter to Investment agreement

Use this template to create a Pro-rata side letter to Investment agreement that complies with United States federal law

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Seed investment agreement

Use this template to create a Seed investment agreement that complies with United States federal law

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Security Agreement

Use this template to create a Security Agreement that complies with United States federal law

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Share subscription deed

Use this template to create a Share subscription deed that complies with United States federal law

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Retirement Plan

Use this template to create a Retirement Plan that complies with United States federal law

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Subscription letter

Use this template to create a Subscription letter that complies with United States federal law

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Investment Agreement

Use this template to create a Investment Agreement that complies with United States federal law

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Simple Agreement for Future Equity

Use this template to create a Simple Agreement for Future Equity that complies with United States federal law

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Find the exact document you need

Financial Consultant Contract

A U.S.-governed agreement establishing terms between a financial consultant and client, covering services, compensation, and regulatory compliance.

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Financial Consulting Agreement

A U.S.-governed agreement defining terms for professional financial advisory services between a consultant and client, compliant with federal and state regulations.

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Financial Consulting Engagement Letter

A U.S.-compliant document establishing the terms and conditions between a financial consultant and client, outlining services, fees, and responsibilities.

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Financial Consulting Services Agreement

A U.S.-governed agreement establishing terms for professional financial consulting services, including scope, fees, and regulatory compliance requirements.

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Financial Advisory Services Agreement Template

A U.S.-compliant agreement establishing the terms and conditions for professional financial advisory services between an advisor and client.

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Financial Advisory Agreement

A U.S.-governed agreement establishing the terms for providing professional financial advisory services, compliant with federal and state securities regulations.

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Financial Advisor Agreement Template

A U.S.-governed agreement establishing the terms and conditions between a financial advisor and client, compliant with SEC and FINRA regulations.

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Financial Advisory Services Agreement

A U.S.-governed agreement establishing the terms for professional financial advisory services, compliant with federal and state securities laws.

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Financial Advisor Contract Template

A U.S.-compliant contract template establishing the terms and conditions between a financial advisor and client, addressing key regulatory requirements and service parameters.

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Financial Advisor Confidentiality Agreement

A U.S.-governed agreement protecting confidential information exchanged between financial advisors and their clients.

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Sub Advisory Agreement Template

A U.S.-governed agreement between investment advisers delegating investment management responsibilities while maintaining SEC compliance.

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Sub Advisor Agreement

A U.S.-governed agreement establishing the relationship between a primary investment advisor and sub-advisor for delegated investment management services.

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Startup Advisory Board Agreement Template

A U.S.-compliant legal agreement establishing terms between startups and their advisory board members.

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Startup Advisory Board Agreement

A U.S.-governed agreement establishing the relationship between a startup and its advisory board members, including duties, compensation, and obligations.

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Startup Advisor Contract

A U.S.-governed legal agreement establishing the relationship between a startup and its advisor, including services, compensation, and obligations.

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Startup Advisor Agreement Template

A U.S.-compliant legal agreement defining the relationship between a startup and its advisor, including services, compensation, and obligations.

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Startup Advisor Agreement

A U.S.-governed legal agreement that establishes the terms and conditions between a startup and its advisor, including services, compensation, and confidentiality obligations.

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Simple Advisor Agreement Template

A U.S.-compliant legal agreement establishing the terms and conditions between an advisor and client for professional advisory services.

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Senior Advisor Agreement

A U.S.-governed contract establishing terms for senior advisory services, including scope, compensation, and confidentiality provisions.

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Real Estate Advisory Services Agreement

A U.S.-governed agreement defining the terms and conditions for professional real estate advisory services between an advisor and client.

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Nonprofit Advisory Board Agreement Template

A U.S.-compliant legal agreement establishing the relationship between a nonprofit organization and its advisory board members.

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Investment Consulting Agreement

A U.S.-governed agreement establishing terms for investment consulting services, compliant with federal and state securities laws.

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Investment Advisory Agreements

A U.S.-governed agreement establishing the terms and conditions between an investment advisor and client, subject to federal and state securities laws.

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Investment Advisory Agreement Template

A U.S.-governed agreement establishing the terms and conditions between an investment advisor and client, compliant with federal and state securities laws.

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Investment Advisor Contract

A U.S.-governed agreement establishing the terms and conditions between an investment advisor and client, compliant with federal securities laws.

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Customer Advisory Board Agreement

A U.S.-governed agreement establishing terms for customer participation in a company's advisory board, including confidentiality and IP provisions.

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Consulting Firm Contract Template

A U.S.-compliant contract template governing the relationship between consulting firms and their clients, outlining services, terms, and mutual obligations.

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Business Advisor Agreement

A U.S.-governed contract establishing terms for professional business advisory services between an advisor and client company.

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Advisory Shares Agreement

A U.S. legal agreement governing the issuance of company shares to an advisor in exchange for their advisory services.

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Advisory Services Contract

A U.S.-governed contract establishing terms for professional advisory services between a consultant and client.

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Advisory Services Agreement Template

A U.S.-compliant legal agreement establishing the terms and conditions for professional advisory services between an advisor and client.

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Advisory Services Agreement

A U.S.-governed contract establishing terms for professional advisory services between a service provider and client.

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Advisory Engagement Letter

A U.S.-compliant formal document establishing the terms and conditions of an advisory relationship between a professional advisor and their client.

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Advisory Contract Template

U.S.-compliant template for establishing professional advisory relationships and services.

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Advisory Board Member Agreement Template

A U.S.-governed agreement establishing terms and conditions for advisory board members' service, including duties, compensation, and confidentiality obligations.

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Advisory Board Member Agreement

A U.S. legal agreement establishing terms and conditions for advisory board membership, including duties, compensation, and confidentiality obligations.

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Advisory Board Indemnification Agreement

A U.S. legal agreement protecting advisory board members from personal liability by providing indemnification for actions taken in their advisory capacity.

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Advisory Board Engagement Letter

A U.S. legal document establishing the terms and conditions of an individual's appointment to a company's advisory board, including roles, compensation, and obligations.

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Advisory Board Contract Template

A U.S.-compliant legal agreement establishing the terms and conditions between a company and its advisory board members.

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Advisory Board Consulting Agreement

A U.S.-governed agreement establishing terms for advisory board services, including scope, compensation, and confidentiality obligations.

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Advisory Board Confidentiality Agreement

A U.S.-governed agreement protecting confidential information shared with advisory board members during their engagement with an organization.

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Advisory Board Agreement Template

A U.S.-governed legal agreement establishing the terms and conditions for an individual's service on a company's advisory board.

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Advisory Board Agreement

A U.S.-governed agreement establishing the terms and conditions for an individual's service on a company's advisory board, including duties, compensation, and confidentiality obligations.

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Advisor Contract Template

A U.S.-governed contract template establishing terms for professional advisory services, including scope, compensation, and obligations.

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Advisor Contract Agreement

A U.S.-governed agreement establishing the terms and conditions between a client and an advisor, including service scope, compensation, and obligations.

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Advisor Contract

A U.S.-governed contract establishing terms for professional advisory services, including scope, compensation, and obligations.

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Advisor Agreement Template

A U.S.-compliant legal agreement defining the relationship between a company and its advisor, including services, compensation, and obligations.

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Advisor Agreement Startup Template

A U.S.-compliant legal agreement establishing the terms and conditions between a startup and its advisor, including services, compensation, and confidentiality provisions.

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Advisor Agreement Form

A U.S. legal document establishing terms and conditions for advisory services, including scope, compensation, and obligations.

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