Grove Document Construction

Prototype — bespoke offering documents, assembled from Grove masters

Document type

Select the master document to construct.

1Issuer

Pick the Issuer from the Grove database — known data prefills below. Anything can be overridden for this document.

Is the Issuer a reporting issuer? *
No → the “reporting issuer in …” acknowledgement is removed from the document.
Gatekeeper — have you verified the reporting jurisdictions are current as of today? *

New or edited issuer details are not written to the database directly — they land in a verification queue for approval, so the database stays authoritative.

2Form variability

Deliberate decisions — nothing here has a default, and these answers shape the wording options in Section 3. Accredited Investor materials are always included: Grove sub-forms are non-brokered private placements, so every participant is either accredited or relies on another prospectus exemption.

Are Warrants part of this offering (Units)? *
Will Friends & Family or Close Business Associates participate? *
Yes → includes the FF&BA representations, Questionnaire schedule and Ontario Risk Acknowledgement.
Will offshore investors (non-Canadian, non-U.S.) be approached? *
Yes → includes the Certificate of Offshore Purchaser and the offshore delivery & representation clauses; also extends the header audience line.
Will U.S.-resident investors participate? *
May the Offering close in multiple tranches? *
Term Sheet? *
Either “Yes” includes the “Please see the Term Sheet dated …” reference line on page 1 and the re-lettered Term Sheet schedule. “Provided” keeps the schedule as a titled divider page in the Word file and stitches the attached term sheet’s pages into the generated PDF.

3Financing

Deal-specific terms. Grove-standard values are prefilled and can be overridden where the Issuer runs part of the process.

Pick a saved wording, or paste in what the Issuer’s counsel provided and save it for reuse. Auto-composed text updates with price / security / counts until edited.

The Offering acknowledgement in Schedule “A” is composed automatically from the maximum offering and security type — no input needed.

PDF generation runs Microsoft Word on the server Mac — the first use may show a one-time macOS Automation permission prompt there.