Financing non-disclosure agreement
- Customisable to your business
- Quick and easy to complete
- Protect your confidential information
Use this template financing non-disclosure agreement (also called an NDA) if you are thinking of disclosing information to a potential investor in your business. You should ask them to sign this agreement before you disclose any confidential information.
By using this financing non-disclosure agreement, you protect your confidential information and business. Having this type of agreement in place makes it easier to take a legal claim against the person you disclosed information to if they use it in an unauthorised way.
Most of the undertakings in this financing non-disclosure agreement are given by the funder although both of you agree not to disclose details of your discussions.
You should be aware that some funders, such as founders of start-ups and early-stage businesses, and crowdfunding platforms, will usually not agree to sign NDAs.
Q&A
When should I use this document?
You should use this financing non-disclosure agreement (also called an NDA) if you have been approached by a potential funder who is interested in investing in your business.
Make sure you arrange for this template agreement to be signed before you disclose any confidential information to the potential investor. Otherwise, it could be difficult to enforce.
What does this document cover?
By signing this agreement the person receiving the information will:
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acknowledge that the information they receive is confidential;
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undertake not to use the information for any reason other than to investigate whether they want to invest in your business or lend to your business;
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agree not to disclose the information except as permitted under the agreement so that you control who else will have access to the information; and
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agree to return or destroy the information on request.
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Why do I need this document?
This financing non-disclosure agreement helps to protect your business from unauthorised use of confidential information, and makes it easier for you to make a legal claim against a potential investor if they disclose your confidential information unlawfully.
Where can I find out more?
See Preparing a business to raise money for guidance on the implications for your business of disclosing information and how this NDA can help you.
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