Investment Terms
Clear description of committed capital, class definitions, rights, and obligations so distributions and liabilities align with subscription schedules and offering documents.
A properly completed Final REI reduces closing delays, clarifies tax reporting obligations, and creates a clear legal record of investor rights and obligations under ESIGN and applicable state law.
Sponsors, fund managers, investors, and closing counsel commonly prepare or review the Final REI before funding and recording.
Accurate completion benefits underwriters, tax preparers, and title companies that rely on consistent party and closing data.
| Field | Configuration |
|---|---|
| Signer order | Sequential by role: Sponsor, Escrow, Investor |
| Authentication | Email link plus SMS code for investor verification |
| Conditional fields | Show class-specific exhibits when checkbox selected |
| Retention | Automatically save signed PDF and audit log to secure repository |
Use integrations and common file formats to reduce manual handling and preserve metadata.
Clear description of committed capital, class definitions, rights, and obligations so distributions and liabilities align with subscription schedules and offering documents.
Detailed waterfall mechanics, preferred returns, catch-ups, and sponsor promote calculation methods to avoid later interpretation disputes among investors and accountants.
Allocation rules, tax reporting responsibilities, and withholding clauses to guide 1099/W-9 exchanges and minimize IRS reporting errors.
Investor and sponsor representations and warranties, including authority to sign and absence of conflicts, which support enforceability in dispute resolution.
Exhibits such as good standing certificates, entity resolutions, and wire instruction confirmations required for escrow and title clearance.
Signature blocks with printed names, titles, dates, and any required notarization or witness attestations per jurisdictional rules.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes (premium tier) | Yes | Yes | Yes | Yes |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |