Custom Document Generator for Investment Templates - United States

Create a bespoke document in minutes,  or upload and review your own.

4.6 / 5
4.8 / 5

Let's create your document

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Get your first 2 documents free

Your documents don't train Genie's AI

You keep IP ownership of your documents

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?

Subscription letter

Use this template to create a Subscription letter that complies with your chosen governing law

find out more

Simple Agreement for Future Equity

Use this template to create a Simple Agreement for Future Equity that complies with your chosen governing law

find out more

Share subscription deed

Use this template to create a Share subscription deed that complies with your chosen governing law

find out more

Seed investment agreement

Use this template to create a Seed investment agreement that complies with your chosen governing law

find out more

Security Agreement

Use this template to create a Security Agreement that complies with your chosen governing law

find out more

Retirement Plan

Use this template to create a Retirement Plan that complies with your chosen governing law

find out more

Pro-rata side letter to Investment agreement

Use this template to create a Pro-rata side letter to Investment agreement that complies with your chosen governing law

find out more

Pre-seed Angel investment agreement

Use this template to create a Pre-seed Angel investment agreement that complies with your chosen governing law

find out more

Letter of Intent

Use this template to create a Letter of Intent that complies with your chosen governing law

find out more

Investment agreement term sheet

Use this template to create a Investment agreement term sheet that complies with your chosen governing law

find out more

Investment Agreement

Use this template to create a Investment Agreement that complies with your chosen governing law

find out more

Finance Agreement

Use this template to create a Finance Agreement that complies with your chosen governing law

find out more

Financial Agreement

Use this template to create a Financial Agreement that complies with your chosen governing law

find out more

Equity Participation Agreement

Use this template to create a Equity Participation Agreement that complies with your chosen governing law

find out more

Cryptocurrency Mining Agreement

Use this template to create a Cryptocurrency Mining Agreement that complies with your chosen governing law

find out more

Call option agreement

Use this template to create a Call option agreement that complies with your chosen governing law

find out more

Capital Gains Tax Form

Use this template to create a Capital Gains Tax Form that complies with your chosen governing law

find out more

Advisor Agreement

Use this template to create a Advisor Agreement that complies with your chosen governing law

find out more

Advisory Agreement

Use this template to create a Advisory Agreement that complies with your chosen governing law

find out more

Find the exact document you need

Personal Auto Loan Contract

A Philippine-law governed agreement for vehicle purchase financing, establishing loan terms and security arrangements in compliance with local banking and consumer protection regulations.

find out more

Advisory Board Contract

A Philippine law-governed agreement establishing terms and conditions for advisory board membership, including duties, compensation, and legal obligations.

find out more

Advisory Board Agreement Nonprofit

A Philippine-law governed agreement establishing the terms and conditions for advisory board membership in a nonprofit organization.

find out more

Real Estate Investment Operating Agreement

A Philippine law-governed agreement establishing operational terms and management structure for real estate investments, including investor rights, responsibilities, and profit-sharing arrangements.

find out more

Pledge Agreement (Real Estate)

A Philippine law-governed security agreement where real property is pledged as collateral to secure a debt or obligation.

find out more

Letter Of Intent For Updating Points In Ranking

A formal Philippine jurisdiction document requesting the review and update of an individual's ranking points within an organizational system, including justification and supporting documentation.

find out more

Letter Of Intent For House (Construction)

A preliminary agreement under Philippine law between property owner and contractor outlining basic terms and intentions for a house construction project.

find out more

Letter Of Intent For Grant Proposal

A formal letter under Philippine law expressing intent to apply for grant funding, outlining project proposals and funding requirements.

find out more

Letter Of Intent For Enrollment

A formal letter expressing intent to enroll in a Philippine educational institution, compliant with local education laws and regulations.

find out more

Letter Of Intent For Retaining Points In Ranking

A formal letter used in the Philippine civil service system to request the retention of accumulated ranking points for government positions and promotions.

find out more

Letter Of Intent For Promotion Bpo

A formal document used in the Philippines BPO sector to communicate the intent to promote an employee, outlining new role details and terms under Philippine labor law.

find out more

Commercial Loan Contract

A Philippine law-governed agreement establishing terms and conditions for a commercial loan between a financial institution and a business borrower.

find out more

Family Member Loan Agreement

A Philippine law-governed agreement that formalizes loan arrangements between family members, establishing clear terms while maintaining familial relationships.

find out more

Resume Letter Of Intent

A formal expression of interest in employment that complies with Philippine labor laws and business practices, combining professional intent with key qualifications.

find out more

Letter Of Intent To Renew Lease Contract

A formal letter under Philippine law expressing a tenant's intention to renew an existing lease agreement, outlining proposed terms and conditions for the renewal.

find out more

Commercial Lease Proposal Letter

A formal proposal document used in the Philippines to outline initial terms and conditions for commercial property leasing, serving as a preliminary offer between landlord and potential tenant.

find out more

Letter Of Intent For Volunteer Teacher

A formal letter under Philippine law expressing intent to serve as a volunteer teacher, outlining qualifications and teaching commitments.

find out more

Letter Of Intent For Accreditation As Supplier

A formal letter used in the Philippines to express interest in becoming an accredited supplier, including company credentials and compliance commitments.

find out more

LOI Business

A preliminary business document under Philippine law outlining proposed transaction terms and conditions, serving as a framework for future negotiations.

find out more

Letter Of Intent Requesting For Accreditation

A formal letter used in the Philippines to initiate an accreditation request with relevant authorities, including key company information and compliance commitments.

find out more

Letter Of Intent For A Position

A formal letter expressing interest in a specific job position, drafted in compliance with Philippine labor laws and employment regulations.

find out more

Loi (Real Estate)

A preliminary document outlining key terms for proposed real estate transactions in the Philippines, serving as a framework for future property transfer or lease agreements.

find out more

Loi In (Construction)

A preliminary agreement document under Philippine law that outlines key terms and conditions for construction projects, serving as a precursor to a formal construction contract.

find out more

LOI For Purchase

A preliminary document under Philippine law expressing intent to purchase assets, property, or business, outlining key terms and conditions for the proposed transaction.

find out more

Letter Of Intent For Organization Membership

A formal letter under Philippine law expressing intent to join an organization, including qualifications and acknowledgment of membership terms.

find out more

Letter Of Intent For Monetization

A preliminary document under Philippine law outlining proposed terms for converting assets or revenue streams into immediate funding.

find out more

Letter Of Intent For Fresh Graduate

A formal expression of interest document used by fresh graduates in the Philippines to apply for employment opportunities, following Philippine labor laws and business correspondence standards.

find out more

Letter Of Intent For Advertising

A preliminary document under Philippine law outlining proposed terms for an advertising arrangement, serving as a framework for future formal agreements.

find out more

Letter Of Intent (Education)

A preliminary document under Philippine law outlining proposed terms for educational collaboration or partnership, serving as a precursor to formal agreements.

find out more

Business Investment Loan Agreement

A Philippine law-governed agreement establishing terms for a business investment loan between a financial institution and corporate borrower, including loan terms, security arrangements, and regulatory compliance requirements.

find out more

Agreement Between Consultant And Company

A Philippine law-governed agreement establishing the terms and conditions between a company and a consultant for professional services.

find out more

Letter Of Intent For Financial Assistance

A preliminary, non-binding document under Philippine law that outlines proposed terms for providing financial assistance between parties.

find out more

Letter Of Intent For Service Providers

A preliminary document used in the Philippines to outline proposed terms and conditions for service arrangements, serving as a framework for negotiating a formal service agreement.

find out more

Letter Of Intent To Leave

A formal resignation letter compliant with Philippine Labor Code requirements, serving as official notice of an employee's intent to leave their position.

find out more

Letter Of Intent To Join

A preliminary document used in the Philippines expressing a candidate's formal intention to join an organization, serving as a precursor to an employment contract.

find out more

Letter Of Intent For Scholarship To Mayor

A formal letter used in the Philippines to request scholarship assistance from a city or municipal mayor, serving as an initial application for local government educational funding.

find out more

Letter Of Intent For Updating Documents

A Philippine-compliant formal letter expressing intent to update specified documents, outlining the scope and process of proposed changes.

find out more

Letter Of Intent For Teachers Ranking

A formal letter used in the Philippine education system for teachers to express their intent to participate in the official ranking and promotion process, governed by DepEd regulations.

find out more

Letter Of Intent Running For A Position

A formal declaration document under Philippine electoral law expressing intent to run for public office, submitted to electoral authorities as part of the candidacy process.

find out more

Membership Pledge Agreement

A Philippine law-governed agreement that establishes formal membership terms, rights, and obligations between an organization and its members.

find out more

Share Partner Agreement

A Philippine law-governed agreement establishing share-based partnership terms, rights, and obligations between business partners.

find out more

Letter Of Intent For Staying In A Job

A formal declaration under Philippine law where an employee expresses their commitment to continue employment with their current organization for a specified period.

find out more

Letter Of Intent For Continuing Teaching

A formal letter under Philippine law expressing a teacher's intent to continue their teaching position, outlining their role and commitment to the educational institution.

find out more

Letter Of Intent (Finance)

A preliminary document under Philippine law outlining key terms and conditions of a proposed financial transaction, serving as a framework for negotiations and due diligence.

find out more

Letter Of Intent Commercial (Real Estate)

A preliminary document under Philippine law outlining proposed terms for commercial real estate purchase or lease, serving as a formal expression of interest while establishing negotiation framework.

find out more

Legal Financial Agreement Between Two Parties

A Philippine law-governed agreement establishing financial obligations between two parties, incorporating local regulatory requirements and transaction frameworks.

find out more

Diy Loan Agreement

A comprehensive loan agreement template for use in the Philippines, ensuring compliance with local lending laws while protecting both lender and borrower interests.

find out more

Employees Loan Agreement

A Philippine law-compliant agreement establishing terms and conditions for an employer-provided loan to an employee, including repayment through salary deductions.

find out more

Business Letter Of Intent

A preliminary business document under Philippine law that outlines intended business arrangements or transactions between parties, setting the stage for formal agreements.

find out more

Motor Vehicle Security Agreement

A Philippine law-governed agreement establishing a security interest in a motor vehicle as collateral for a loan or financial obligation.

find out more

Letter Of Intent For Teacher 1 Elementary

A formal document used in the Philippines to initiate the hiring process for Teacher 1 Elementary positions, outlining employment terms and requirements under Philippine education law.

find out more

Letter Of Intent For Car Loan

A formal preliminary document used in the Philippines expressing intent to obtain vehicle financing from a financial institution, subject to local banking regulations.

find out more

Letter Of Intent To Offer Services

A preliminary document under Philippine law expressing a service provider's intention to offer professional services, outlining basic terms and conditions for future formal agreement.

find out more

Letter Of Intent To Join An Organization

A formal letter under Philippine law expressing interest in joining an organization, serving as an initial step in the membership process.

find out more

Letter Of Intent For Project Proposal

A preliminary document under Philippine law outlining parties' intentions to explore a potential project, setting the framework for future negotiations while maintaining a generally non-binding nature.

find out more

Letter Of Intent For Internal Job Posting

A formal letter used in the Philippines to express interest in an internally advertised position within the same organization, serving as an official application for internal career movement.

find out more

Letter Of Intent For Event Proposal

A preliminary document under Philippine law that outlines the basic terms and intentions between parties for a proposed event, serving as a framework for future detailed agreements.

find out more

Letter Of Intent For Business Franchise

A preliminary document under Philippine law expressing intent to acquire franchise rights and outlining basic proposed terms while maintaining confidentiality during initial negotiations.

find out more

Grant Letter Of Interest

A preliminary document under Philippine law expressing intent to provide grant funding, outlining basic terms and proposed arrangements.

find out more

Letter Of Intent To Sell Vehicle

A preliminary document under Philippine law expressing a vehicle owner's formal intention to sell their vehicle, including basic sale terms and vehicle details.

find out more

Model Loan Agreement

Standard loan agreement template compliant with Philippine law and banking regulations, suitable for various lending transactions.

find out more

Letter Of Intent To Participate In Project

A formal document under Philippine law expressing intent to participate in a specific project, outlining preliminary terms and commitments while maintaining a generally non-binding nature.

find out more

Letter Of Intent For Offtake Agreement

A preliminary document under Philippine law outlining intended terms for a future offtake arrangement, serving as a framework for negotiating the definitive agreement.

find out more

Letter Of Intent For Contract Renewal

A formal document under Philippine law expressing intent to renew an existing contract, outlining renewal terms and conditions.

find out more

Bank Letter Of Intent

A preliminary banking document under Philippine law expressing a bank's intention to provide specific financial services or facilities to a potential client.

find out more

Capital Raising Agreement

A Philippine law-governed agreement establishing terms and conditions for company capital raising, ensuring compliance with local securities and corporate regulations.

find out more

Investment Contract For Small Business

A Philippine law-governed agreement establishing terms and conditions for small business investment, including rights, obligations, and regulatory compliance requirements.

find out more

Master Securities Loan Agreement

A Philippine law-governed framework agreement for securities lending transactions between financial institutions, establishing terms for multiple securities loans.

find out more

Film Equity Investment Agreement

A Philippine-law governed agreement establishing terms for equity investment in a film project, including investment structure, rights, and profit sharing arrangements.

find out more

Private Equity Fund Subscription Agreement

A Philippine law-governed agreement documenting an investor's subscription to a private equity fund, including investment terms and regulatory compliance requirements.

find out more

Security Interest Contract

A Philippine law-governed agreement creating a security interest in assets to secure an obligation, subject to the Personal Property Security Act and related legislation.

find out more

Real Estate Security Agreement

A Philippine law-governed agreement creating a security interest over real property as collateral for a loan or obligation.

find out more

Personal Information Confidentiality Agreement

A Philippine law-compliant agreement establishing confidentiality obligations for handling personal information, aligned with the Data Privacy Act of 2012.

find out more

Term Sheet For Share Purchase Agreement

A Philippine law-governed preliminary agreement outlining key terms and conditions for a proposed share purchase transaction, serving as the basis for a definitive Share Purchase Agreement.

find out more

Stock Broker Agreement

A Philippine law-governed agreement between a stock broker and client establishing terms for securities trading services and regulatory compliance.

find out more

Short Term Investment Contract

A Philippine law-governed agreement establishing terms for short-term investments, including investment parameters, returns, and regulatory compliance requirements.

find out more

Share Trust Agreement

A Philippine law-governed agreement establishing a trust arrangement for corporate shares, detailing trustee duties, beneficiary rights, and regulatory compliance requirements.

find out more

Private Investment Agreement

A Philippine law-governed agreement establishing terms and conditions for private investment in a company, including investment terms, shareholder rights, and regulatory compliance requirements.

find out more

Mou Agreement For Investment In Business

A preliminary investment agreement under Philippine law outlining proposed terms and conditions for business investment, serving as a framework for future definitive agreements.

find out more

Investment Protection Agreement

A Philippine law-governed agreement that protects investor rights and ensures compliance with local investment regulations while providing comprehensive investment safeguards.

find out more

Bilateral Investment Agreement

A Philippine law-governed agreement establishing investment terms between foreign and local entities, incorporating key local investment regulations and protections.

find out more

Future Equity Agreement

A Philippine law-governed agreement for future conversion of investment into equity shares, typically used in startup funding.

find out more

Stock Buy Back Agreement

A Philippine law-governed agreement facilitating a corporation's repurchase of its own shares from existing shareholders, compliant with local corporate and securities regulations.

find out more

Letter Of Intent To Take Exam

A formal Philippine document declaring a candidate's intention to participate in an academic or professional examination, adhering to local regulatory requirements.

find out more

Letter Of Intent To Retire From Government Service

A formal notification document used in the Philippine civil service system by government employees to officially communicate their intention to retire from public service.

find out more

Letter Of Intent To Pay Loan

A formal written commitment governed by Philippine law that outlines a debtor's intention and concrete plan to repay an outstanding loan obligation.

find out more

Letter Of Interest (Real Estate)

A preliminary document under Philippine law expressing formal interest in purchasing or leasing real estate property, setting the stage for subsequent negotiations.

find out more

Intent To Not Renew Lease Letter

A formal notice under Philippine law informing either landlord or tenant of the intention not to renew a lease agreement at the end of its current term.

find out more

Interest Loan Agreement

A Philippine law-governed agreement establishing terms for a loan with interest, including principal amount, interest rates, repayment terms, and security arrangements.

find out more

Financial Obligation Form

A Philippine-law governed document that formalizes financial commitments between parties, detailing loan terms and obligations under local financial regulations.

find out more

Financial Agreement Form

A Philippine-law compliant financial agreement template incorporating mandatory local banking and financial regulations, suitable for various financial arrangements in the Philippines.

find out more

Letter Of Intent For Ojt

A formal letter used in the Philippines expressing a student's intent to pursue On-the-Job Training at an organization, following Philippine educational and labor regulations.

find out more

Letter Of Intent For Maternity Leave For Teachers

A formal letter document used in the Philippines by teachers to request maternity leave under RA 11210, including leave details and handover plans.

find out more

Co Financing Agreement

A legal agreement under Philippine law establishing terms for multiple parties to jointly finance a project, including rights, obligations, and coordination mechanisms between co-financiers.

find out more

Security Agreement For Promissory Note

A Philippine law-governed security agreement that creates a security interest in collateral to secure obligations under a promissory note.

find out more

Agreement For Financial Support

A Philippine-law governed agreement establishing terms and conditions for financial support between parties, ensuring compliance with local financial and regulatory requirements.

find out more

Letter Of Intent Job Offer

A formal job offer document outlining preliminary employment terms and conditions, governed by Philippine employment laws and regulations.

find out more

Letter Of Intent For Business

A preliminary document under Philippine law outlining proposed business transaction terms and conditions, serving as a framework for future negotiations and agreements.

find out more

Letter Of Intent Cooperation

A preliminary document under Philippine law outlining proposed terms and framework for business cooperation between parties, serving as a precursor to a definitive agreement.

find out more

Work Study Agreement

A Philippine-compliant agreement establishing terms for combined academic study and work experience programs between educational institutions, employers, and students.

find out more

Download our whitepaper on the future of AI in Legal

By providing your email address you are consenting to our Privacy Notice.
Thank you for downloading our whitepaper. This should arrive in your inbox shortly. In the meantime, why not jump straight to a section that interests you here: https://www.genieai.co/our-research
Oops! Something went wrong while submitting the form.

Genie’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; Genie’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

Our bank-grade security infrastructure undergoes regular external audits

We are ISO27001 certified, so your data is secure

Organizational security

You retain IP ownership of your documents

You have full control over your data and who gets to see it

Innovation in privacy:

Genie partnered with the Computational Privacy Department at Imperial College London

Together, we ran a £1 million research project on privacy and anonymity in legal contracts

Want to know more?

Visit our Trust Centre for more details and real-time security updates.