Rules & Guides

Communicating with investors about your Deal

How to communicate with your LPs (syndicate members) & other potential investors about your Deal.

Deal Note Guide

Our comprehensive guide to writing deal notes (aka "deal memo" or "investment memo [IM]").

Glossary

We've put together a huge list of all the capital raising terms you'll ever encounter.

Deal Review Service Standards

Our service level agreement (SLA) for reviewing your deal notes before they are approved to go live (ie. launch).

Deal Notes cannot be printed, downloaded or shared

Here are the rules on sharing Deal Notes, which are a core part of how investment opportunities are presented and evaluated on our platform,

ESIC Eligibility – How to Guide

The template and information you need on claiming ESIC eligibility on your deals