📄 Why Deal Notes Can't Be Printed, Downloaded or Shared
At Aussie Angels, Deal Notes are a core part of how investment opportunities are presented and evaluated on our platform. We understand that Leads sometimes want to share these documents more broadly to support capital raising — but there are critical regulatory and compliance reasons why Deal Notes must stay within the Aussie Angels platform.
Here's why. 👇
📘 Deal Notes Are a Financial Product
Under Australian law, Deal Notes are considered marketing material for a financial product as defined by the Australian Securities and Investments Commission (ASIC). Aussie Angels holds an Australian Financial Services Licence (AFSL) that allows us to distribute these materials to wholesale investors only.
This means:
We must verify that any individual accessing a Deal Note is a wholesale investor, as defined under ASIC's guidelines.
If a Deal Note is printed, downloaded, or shared outside the platform, we lose the ability to ensure that regulatory obligations are being met.
This isn't just about best practice — it's a legal requirement tied to the terms of our licence.
⚖️ Regulatory Compliance Matters
By keeping Deal Notes on-platform only, we ensure:
✅ Every investor has passed wholesale certification
✅ Data access is logged and controlled
✅ Syndicate leads remain compliant by extension
✅ Aussie Angels can meet its obligations under the Corporations Act
Once a document is downloaded, emailed, or printed — we lose control of who sees it, when, and under what circumstances. That puts both you and Aussie Angels at risk of breaching financial services law.
🔒 It's Not Just About Compliance — It's About Trust
In addition to the regulatory piece, Deal Notes also contain:
Confidential startup information
Sensitive terms of investment
Founder IP and internal traction metrics
By keeping this information within the platform, we're protecting founders, investors, and syndicate Leads alike from the reputational and commercial risks that come from information being unintentionally or improperly shared.
💡 Want to Share a Deal? Here's What You Can Do
We totally understand the desire to get more eyes on a deal. That's why we've built tools within the platform to help you grow your syndicate and bring new investors in:
✅ Bulk email invite — shareable invite links allow you to onboard new LPs directly, even bypassing manual approval if you wish.
✅ Syndicate promotion tools — highlight your open deals and encourage wholesale investors to join your syndicate through email, social, and events (just don't include the Deal Note directly!).
✅ Automated onboarding — new investors who sign up via your email invite link go through our built-in wholesale certification process.
These options give you flexibility without compromising legal and regulatory obligations.
🚫 What You Cannot Do
To be super clear, leads cannot:
❌ Print or download Deal Notes to distribute via email
❌ Attach Deal Notes to newsletters or marketing campaigns
❌ Share screenshots of the Deal Note with external investors
❌ Upload Deal Notes to external portals, folders, or platforms
✅ Final Word
We're here to support early-stage capital formation — and we know you are too. By working within these boundaries, we can continue to provide a trusted, compliant platform that works for everyone involved.
If you've got a unique use case or want help promoting a deal the right way, just reach out. We're always happy to help. 💬