¶¶Òõ¶ÌÊÓƵ

All Countries
Capital Markets
Investment Offering Memorandum

Investment Offering Memorandum Template for Nigeria

Create a bespoke document in minutes,  or upload and review your own.

4.6 / 5
4.8 / 5

Let's create your Investment Offering Memorandum

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

Investment Offering Memorandum

"I need an Investment Offering Memorandum for a Series A funding round of a Nigerian tech startup, targeting both local and international investors, with a minimum investment of $500,000, planned for launch in March 2025."

Celebrated by
Collaborations with
Investors
Document background
An Investment Offering Memorandum is a crucial document in Nigerian securities transactions, used when companies seek to raise capital through private or public offerings. It serves as the primary disclosure document required under Nigerian law, particularly the Investment and Securities Act (ISA) 2007 and SEC regulations. The memorandum must provide comprehensive information about the investment opportunity, including business operations, financial performance, risk factors, management details, and terms of the offering. It's essential for both domestic and international capital raising activities in Nigeria, requiring careful preparation to ensure compliance with local regulations while meeting international best practices. The document plays a vital role in investor protection by ensuring transparent disclosure of all material information necessary for investment decisions.
Suggested Sections

1. Important Notice and Disclaimer: Legal disclaimers, regulatory statements, and notice to investors regarding the nature of the document

2. Executive Summary: Overview of the investment opportunity, key terms, and highlights

3. Directory: Contact details of all relevant parties including issuer, advisers, custodians, and regulators

4. Definitions and Interpretation: Comprehensive glossary of terms used throughout the document

5. The Offering: Detailed description of the securities being offered, including class, price, and minimum subscription

6. Investment Highlights and Strategy: Key features of the investment and detailed investment strategy

7. Risk Factors: Comprehensive disclosure of all material risks associated with the investment

8. Use of Proceeds: Detailed breakdown of how the raised funds will be utilized

9. Management and Governance: Information about key management personnel, board members, and governance structure

10. Financial Information: Historical financial data, projections, and relevant financial statements

11. Regulatory and Legal Framework: Overview of applicable regulations and legal considerations

12. Subscription and Settlement Procedures: Detailed process for subscribing to the offering and settlement mechanisms

13. Tax Considerations: Overview of relevant tax implications for investors

14. Transfer Restrictions: Limitations on transfer of securities and any lock-up periods

Optional Sections

1. Industry Overview: Detailed analysis of the relevant industry or sector - include when the investment is sector-specific

2. Project Timeline: Detailed development or implementation schedule - include for project-specific investments

3. Environmental, Social and Governance (ESG): ESG considerations and compliance - include for sustainable or impact investments

4. Foreign Investment Considerations: Special considerations for foreign investors - include when targeting international investors

5. Security Structure: Details of any security or collateral arrangements - include for secured offerings

6. Track Record: Historical performance of similar investments - include when there is relevant performance history

7. Exit Strategy: Planned exit mechanisms - include for closed-end or private equity-style investments

8. Related Party Transactions: Disclosure of any related party dealings - include when relevant

Suggested Schedules

1. Subscription Agreement: Form of agreement for investors to subscribe to the offering

2. Constitutional Documents: Memorandum and Articles of Association or other relevant constitutional documents

3. Financial Statements: Detailed historical financial statements and projections

4. Independent Valuations: Third-party valuations of assets or projects

5. Material Contracts: Summaries of key contracts and agreements

6. Expert Reports: Technical, legal, or other expert reports relevant to the investment

7. Corporate Authorizations: Relevant board and shareholder resolutions

8. Regulatory Approvals: Copies of key regulatory permits and approvals

Authors

Alex Denne

Head of Growth (Open Source Law) @ ¶¶Òõ¶ÌÊÓƵ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co
Relevant legal definitions





























































Clauses








































Relevant Industries

Financial Services

Real Estate

Infrastructure

Technology

Agriculture

Oil and Gas

Manufacturing

Healthcare

Telecommunications

Mining

Renewable Energy

Retail

Education

Transportation and Logistics

Relevant Teams

Legal

Finance

Compliance

Corporate Secretariat

Investor Relations

Treasury

Risk Management

Corporate Development

Investment Banking

Due Diligence

Relevant Roles

Chief Executive Officer

Chief Financial Officer

Legal Counsel

Investment Banking Director

Compliance Officer

Corporate Secretary

Finance Director

Investment Manager

Risk Manager

Business Development Director

Portfolio Manager

Treasury Manager

Investor Relations Manager

Corporate Finance Manager

Due Diligence Officer

Industries







Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

Find the exact document you need

Private Placement Memorandum Private Equity

A confidential offering document for private equity investment in Nigeria, compliant with Nigerian securities laws, detailing fund structure, strategy, and terms for potential investors.

find out more

Confidential Offering Memorandum

A confidential document governed by Nigerian law that details an investment opportunity, including business operations, financials, and offering terms, while ensuring regulatory compliance.

find out more

Tender Offer Memorandum

A Nigerian law-compliant document detailing terms and procedures for a tender offer to purchase shares or securities from shareholders.

find out more

Private Placement Memorandum For Film Projects

A Nigerian law-compliant private placement document for film project investment, detailing project specifics, financial terms, and risk factors for potential investors.

find out more

Private Offering Memorandum

A confidential document used in Nigerian private placements to provide potential investors with comprehensive information about an investment opportunity.

find out more

Preliminary Offering Memorandum

A preliminary securities offering document under Nigerian law that outlines proposed terms and company information for potential investors, subject to SEC regulations.

find out more

Confidential Private Placement Memorandum

A confidential document used for private securities offerings in Nigeria, providing detailed company and investment information while ensuring regulatory compliance with Nigerian securities laws.

find out more

Confidential Investment Memorandum

A confidential document governed by Nigerian law that presents detailed company and investment information to potential investors while maintaining legal compliance and information security.

find out more

Commercial Paper Offering Memorandum

A regulatory-compliant disclosure document for issuing short-term commercial paper in the Nigerian capital market, detailing offering terms and issuer information.

find out more

Bond Memorandum

A comprehensive disclosure document for bond issuance in Nigeria, providing key information for investors under Nigerian securities laws.

find out more

Investment Offering Memorandum

A detailed disclosure document compliant with Nigerian securities laws that presents investment opportunities to potential investors, including key terms, risks, and financial information.

find out more

Operating Memorandum

A Nigerian law-governed document that establishes detailed operational procedures and responsibilities between parties involved in business operations.

find out more

Investment Memorandum Private Equity

A Nigerian law-governed document detailing private equity investment terms, conditions, and opportunities, compliant with local SEC regulations and investment laws.

find out more

Download our whitepaper on the future of AI in Legal

By providing your email address you are consenting to our Privacy Notice.
Thank you for downloading our whitepaper. This should arrive in your inbox shortly. In the meantime, why not jump straight to a section that interests you here: /our-research
Oops! Something went wrong while submitting the form.

³Ò±ð²Ô¾±±ð’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; ³Ò±ð²Ô¾±±ð’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

Our bank-grade security infrastructure undergoes regular external audits

We are ISO27001 certified, so your data is secure

Organizational security

You retain IP ownership of your documents

You have full control over your data and who gets to see it

Innovation in privacy:

Genie partnered with the Computational Privacy Department at Imperial College London

Together, we ran a £1 million research project on privacy and anonymity in legal contracts

Want to know more?

Visit our for more details and real-time security updates.

Read our Privacy Policy.