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Investor Document Templates


Private Placement Memorandum (PPM)
Joint Venture Agreement
Investor Promissory Note
and more...!

About The Templates

About The Templates

To benefit his coaching clients Patrick Dague made the legal documents he created with the help of his attorneys over the years into templates that are low cost & easy to use. Now YOU can use them too!

Mr. Dague was trained on Wall Street by a major investment brokerage firm.  A few years later he started raising millions of dollars for his own private ventures and now, towards the end of his career, he has been successfully coaching others about how to raise private capital.

The document templates available here are based almost word-for-word on legal documents created by attorneys hired over the years by Patrick Dague and his business associates for use in their own private ventures. Mr Dague is not, however, an attorney.  If you acquire and use any of the templates offered hereby they should reviewed by your own legal counsel for errors or omissions after you complete them, and prior to their use with any third party investor.  

Mr. Dague expressly disclaims any and all responsibility for any losses, financial or otherwise that may result from the use of his templates, and for any legal difficulties, including any and all liability from any lawsuits that may arise as a result of your use of his investor document templates.  The templates offered hereby are NOT a substitute for good legal advice. You are strongly advised to have them reviewed by good legal counsel prior to using them.