No. Read the actual rights and obligations in the arrangement the investor is considering. Similar headings can contain materially different capital or governance terms.
Compare the relevant provisions directly
Identify repayment rights, return promises, enterprise discretion and participation rights. Keep the operative versions distinguishable. A promoter’s summary is not a substitute for the actual investment agreement.
Passports and civil documents for everyone who would immigrate, several years of tax returns and bank statements, employment or business ownership records, and evidence behind any property sale, inheritance, gift or loan intended to fund the investment. Start from the event that generated the funds, such as an asset sale, inheritance, or business distribution, and trace the ownership, transfers, and currency conversions from that point to the investment, preserving actual dates and amounts. For a direct investment the capital evidence is the wire records into the company, the company’s bank statements showing the funds spent on the press, tanks, bottling line, lease improvements and working capital, purchase invoices, and financial statements for each year prepared by an accountant.