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The first pages of the Investor NDA template

Investor NDA

Document template for Google Docs and Word

Make a copy in Google Docs
Price
Free
Style
Bold
Difficulty
Beginner
Updated
November 6, 2026

Every page (7)

Overview

This free Google Docs template gives a startup a short confidentiality agreement to sign before a prospective investor reads its financials or data room. It sets out the parties, the purpose of the disclosure, what counts as confidential, the standard exclusions, the term and the return of material. Each page is a short section with defined terms, so both sides can read it in a few minutes.

The sample shows an agreement between Gorsefield Services, a fictional services company, and Ferrant Capital Partners, a fictional investor, effective March 12, 2027. Replace the parties, purpose and term with your own details. The document is a draft to adapt, not legal advice, so have a lawyer check governing law and remedies in your state before you use it.

Useful for

  • A seed round where investors ask for financials before a term sheet
  • A data room opened to several prospective buyers or partners
  • A contractor who needs a short confidentiality agreement before a project

What's included

  • A parties and purpose page with scope and key terms
  • A glossary of defined terms in a two-column table
  • A use page with a process for approving and logging readers
  • A term page covering notice, survival and return of information
  • A signature page with key terms and two signature blocks
  • A full agreement page with clauses, a guide and a credits band

How to use it

  1. 1

    Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.

  2. 2

    Replace the parties, effective date and purpose with your own details before sending the draft.

  3. 3

    Choose one-way or mutual, delete the other variant, and set the term and survival period.

  4. 4

    Have a lawyer review governing law, remedies and enforceability before anyone signs.

  5. 5

    Delete the guide page, then share the document with the investor or present it from the first page.

What you need

Requirements

  • A Google account with access to Google Drive

Works with

  • Google Docs
  • Microsoft Word (download the .docx)

Questions

Is this agreement binding?

It can be once both parties sign it. This sample is a draft to adapt, not legal advice, so have a lawyer review it. The parties, people and figures are fictional.

Does this protect trade secrets?

Yes. Trade secrets stay protected for as long as they remain secret, even after the general term ends. Mark the most sensitive files clearly in the data room.

Who should sign for the company?

Someone with authority to bind the company, such as a founder or chief executive. Anyone who reads the data room should also be bound by the representatives clause.

  • #nda
  • #investor-nda
  • #confidentiality-agreement
  • #data-room
  • #google-docs
  • #startup-legal

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