Free Form Templates — Investor Form Templates

Investor Form Templates

Whether you're an angel investor, venture capitalist, or investment fund manager, efficient processes are essential for evaluating opportunities and managing relationships. Paperform's investor templates help you streamline every aspect of your investment workflow, from initial screening to final commitment.

Who These Templates Are For

Our investor templates are designed for angel investors, VCs, private equity professionals, family offices, and investment clubs who need to manage deal flow, conduct due diligence, and onboard limited partners efficiently.

How Paperform Supports Your Investment Process

With Paperform, you can create professional forms that capture critical information at every stage. Use our templates to build deal flow intake forms that screen opportunities quickly, investor onboarding forms that collect KYC documentation, and commitment forms that process capital calls seamlessly.

Accept payments directly through your forms, collect eSignatures with Papersign for subscription agreements and side letters, and automate multi-step processes with Stepper workflows. Integrate with your CRM to track opportunities, set up conditional logic to qualify prospects, and use secure file uploads for pitch decks and financial statements.

From preliminary interest surveys to comprehensive due diligence questionnaires, Paperform gives you the flexibility to customize every form to match your investment criteria and compliance requirements. Spend less time on administrative tasks and more time evaluating promising opportunities.