Engagements & Mandates

Advisory & Origination Mandate

An engagement appointing an adviser to originate capital and structure a raise for a venture — covering scope, exclusivity, a success fee on capital introduced, the tail period and confidentiality.

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Document details

Client venture — full legal name*

Client venture — address*

Adviser — full legal name*

Adviser — address*

Mandate scope*

Target raise

Monthly retainer

Success fee (% of capital introduced)*

Payable on capital raised from investors the Adviser introduces or processes.

Exclusivity*

Mandate period (months)*

Tail period (months)*

After the mandate ends, the success fee still applies to introduced investors who close within this period.

Effective date*

Governing law & jurisdiction*

Sets the governing law, courts and dispute-resolution body throughout this document — defaults to Zimbabwe, with regional and Delaware options for cross-border deals.

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