Investment Club Membership Application

Join Your Investment Club with a Professional Membership Application

Starting or managing an investment club requires careful member onboarding to ensure everyone is aligned on goals, risk tolerance, and financial commitments. This Investment Club Membership Application template from Paperform streamlines the entire process, allowing you to collect member details, assess investment experience, confirm contribution amounts, and secure legally binding signatures—all in one professional, branded form.

Built for Investment Clubs and Financial Groups

Whether you're launching a new investment club or expanding an established group, this template is designed for clubs that pool capital, make collective investment decisions, and share both risks and rewards. It's perfect for community investment groups, college investment clubs, angel investment collectives, and peer-to-peer investment networks.

The form guides prospective members through key sections including personal information, investment background, risk tolerance assessment, contribution preferences, and acknowledgment of voting rights and partnership terms. With integrated Papersign eSignatures, you can collect legally binding signatures on partnership agreements without switching platforms or chasing down paperwork.

Automate Onboarding and Member Management

Once a member submits their application, you can use Stepper workflows to automate what happens next: send welcome emails with club documents, add members to your CRM or member directory (like Airtable or Google Sheets), notify club leadership for approval, schedule onboarding calls, and even trigger payment collection for initial contributions via Stripe or PayPal.

Paperform's conditional logic lets you tailor the experience based on member responses—showing additional questions for experienced investors, adjusting contribution tiers, or routing applications differently based on risk tolerance. This ensures every applicant gets a personalized experience while you maintain full control over your club's membership process.

Secure, Compliant, and Designed for Growth

Investment clubs handle sensitive financial and personal information, so trust matters. Paperform is SOC 2 Type II compliant and offers data residency controls, SSL encryption, and role-based permissions to keep member data secure. You can embed this form on your club's website, share it via email or social media, or host it on a custom domain for a polished, professional experience.

With over 500,000 teams trusting Paperform worldwide, you're in good company. From local investment groups to national membership organizations, Paperform provides the flexibility, automation, and design quality you need to grow your club with confidence.

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