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By the end of this guide you'll have set up the agreements investors sign as they move through your fundraise: an NDA they sign before seeing protected deal content, and a subscription agreement they sign to commit. You'll know how to choose, create, or reuse each template and where investors encounter them.
Note
Configuring fundraise agreements is a GP task. You need access to your firm's workspace and to the fundraise you're setting up. Agreement templates are scoped to a holding, so set them up on the holding you're raising for. If an action is unavailable, ask a workspace admin to grant you access.
How the two agreement types fit together
Covercy One uses two kinds of agreement template in a fundraise, and you set each one up in a different place:
- NDA — an optional confidentiality agreement an investor signs on the investor landing page before protected sections and fields are revealed. You set it up under Setup → Investor Flow on the Opportunity step.
- Subscription agreement — the agreement an investor signs to subscribe to the offering, presented during the investment flow. You set it up under Setup → Agreements.
Note
Both agreement types use the same template picker, which always offers three actions: choose an existing template for this holding, create a new one, or clone one from another holding. Whichever route you take, the new selection takes effect without a page refresh.
Set up the NDA investors sign
An NDA lets you keep selected deal content private until an investor agrees to confidentiality. Turn it on per share class, then pick the template investors will sign.