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Financing Documentation > Blog > Financing Documentation

Financing documentation requirements vary based on company size, the financing type and the source of investors.

Pitch videos are particularly useful on crowdfunding platforms where investors are screening through dozens of opportunities.

Pitch decks are good for in-person or live screenshare presentations.

Executive summaries are good for short, initial introductions but do better as a stand-alone document than pitch decks.

Business plans contain in-depth research and strategy. Some of these disclosures are valuable for the offering documentation.

A term sheet summaries the offering in a couple of pages. A private placement memorandum contains important disclosures as well as a subscription agreement for execution.

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