Create a bespoke document in minutes, 聽or upload and review your own.
Get your first 2 documents free
Your data doesn't train Genie's AI
You keep IP ownership聽of your information
Limited Offering Memorandum
"I need a Limited Offering Memorandum for a Series A funding round of my fintech startup, targeting qualified investors in the UK and EU, with a target raise of 拢10 million, planned for March 2025."
1. Important Information Notice: Disclaimers, restrictions on distribution, and regulatory statements under FSMA and FCA requirements
2. Executive Summary: Overview of the offering and key investment highlights compliant with UK financial promotion rules
3. Risk Factors: Comprehensive disclosure of material risks as required by UK securities laws and FCA guidelines
4. Business Description: Detailed information about the company's operations, market position, and strategy
5. Management and Corporate Structure: Information about key personnel and organizational structure as required by Companies Act 2006
6. Terms of the Offering: Detailed description of the securities being offered and subscription terms under UK private placement rules
7. Use of Proceeds: How the company intends to use the funds raised, with required disclosures under UK securities regulations
1. Industry Overview: Market analysis and competitive landscape, recommended for complex or emerging industries
2. Historical Financial Information: Detailed financial statements and analysis for established companies with operating history
3. Tax Considerations: Overview of relevant UK tax implications for the investment structure
4. Regulatory Framework: Detailed analysis of applicable regulations for heavily regulated industries
1. Subscription Agreement: Legal document for investors to subscribe to the offering, incorporating UK private placement requirements
2. Financial Statements: Detailed financial information including balance sheets, income statements, and cash flows
3. Corporate Documents: Articles of association, certificates of incorporation, and other corporate documentation required under Companies Act 2006
4. Material Contracts: Summaries of significant agreements affecting the business
5. Due Diligence Questionnaire: Template for investor due diligence requests aligned with UK regulatory requirements
Authors
Find the exact document you need
Precatory Memorandum
A non-binding document under English and Welsh law expressing the author's wishes and moral requests to guide family members or executors.
Memorandum Of Tenants In Common Agreement
A legal document under English and Welsh law that establishes the rights and responsibilities of property co-owners holding as tenants in common.
Limited Offering Memorandum
A private placement document under English and Welsh law for offering securities to qualified investors.
Mou Form
A preliminary document outlining intended cooperation between parties, governed by English and Welsh law.
Mou Joint Venture
A preliminary agreement under English and Welsh law outlining the framework for a joint venture collaboration between parties.
Mou For Land Purchase
A preliminary agreement outlining the proposed terms for land purchase in England and Wales.
Memorandum Of Agreement Between Supplier And Buyer
A contract under English and Welsh law defining the terms between a supplier and buyer for goods or services.
Professional Memorandum
A formal internal document for professional advice or analysis, governed by English and Welsh law, used to communicate expert recommendations and findings.
Memorandum Report
A formal analytical document used in England and Wales to present findings and recommendations on specific matters.
Memorandum Of Lease
A summary document of key lease terms used in England and Wales for Land Registry registration purposes.
Mou For Investment In Business
A non-binding document under English and Welsh law outlining proposed terms for business investment, serving as a framework for negotiation and future definitive agreements.
Moa Contract
A legally binding document under English and Welsh law that establishes formal cooperation between parties, outlining mutual responsibilities and objectives.
Corporate Memorandum
A foundational document required under English and Welsh law for company incorporation, establishing the company's basic structure and existence.
Personal Memorandum
A formal document under English and Welsh law for recording personal wishes and preferences, providing guidance to family members and care providers.
Company Memorandum
A fundamental incorporation document required under English and Welsh law that establishes the formation of a company and its initial members.
Memorandum Of Land Contract
A formal document under English and Welsh law recording the essential terms of a land sale contract between parties.
Funds Flow Memorandum
A document under English law that details the mechanics and timing of financial transfers in a transaction.
Mou For Investment
A preliminary agreement under English and Welsh law outlining the proposed terms and framework for an investment transaction.
Announcement Memorandum
A formal document used under English and Welsh law to communicate material information to markets and stakeholders, following UK regulatory requirements.
Memorandum Of Receipt
A legal document under English and Welsh law that formally acknowledges receipt of items between parties.
Memorandum Of Payment
A legal document under English and Welsh law that formally records payment terms and conditions between parties.
Memorandum Of Agreement Between Two Parties
A legally binding agreement under English and Welsh law documenting mutual understanding and obligations between two parties.
Loan Memorandum
A formal document under English and Welsh law that outlines the terms and conditions of a loan agreement between parties.
Confidential Memorandum
A formal document under English and Welsh law for recording and communicating sensitive information with specific security controls and handling requirements.
Internal Memorandum
A formal internal communication document used within organizations, governed by English and Welsh law, to convey information, policies, or instructions.
Operating Memorandum
A formal document under English and Welsh law that outlines an organization's operational procedures and management structure.
Interoffice Memorandum
A formal internal communication document used within organizations, governed by English and Welsh law.
Decision Memorandum
A formal document under English and Welsh law recording corporate decisions and their rationale, ensuring compliance with legal requirements and good governance practices.
Memorandum Of Contract
A legal document under English and Welsh law that records the key terms of a property contract or land transaction.
Download our whitepaper on the future of AI in Legal
骋别苍颈别鈥檚 Security Promise
Genie is the safest place to draft. Here鈥檚 how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; 骋别苍颈别鈥檚 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 拢1 million research project on privacy and anonymity in legal contracts
Want to know more?
Visit our for more details and real-time security updates.
Read our Privacy Policy.