Investment & Capital

Capital Raise Mandate

An engagement mandate appointing an arranger/adviser to assist a sponsor with a capital raise — target amount, scope, retainer and success fee, exclusivity and term. The core document that kicks off a structured raise.

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Document details

Sponsor (company raising capital) — full legal name*

Sponsor (company raising capital) — address*

Arranger / adviser — full legal name*

Arranger / adviser — address*

Type of capital*

Target raise amount*

Use of proceeds*

Scope of mandate*

Retainer / work fee

Success fee (% of capital raised)*

Exclusive mandate*

Mandate term (months)*

Tail period (months)*

Period after the mandate ends during which a success fee remains payable on introduced investors.

Effective date*

Governing law*

The jurisdiction whose law governs this document.

Courts / jurisdiction*

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