DEMO MODE

Templates

Create and manage your form templates

Template Name Description Status Fields Created
Investor KYC Form Know Your Customer form for accredited investors Published 18 Jan 15, 2026
Subscription Agreement LP subscription documents for Fund III Published 24 Dec 8, 2025
W-9 Tax Form IRS Form W-9 for tax reporting Draft 12 Feb 20, 2026
Side Letter Agreement Investor side letter for fee arrangements Archived 9 Nov 3, 2025

Manual Form Builder

Drag and drop fields from the sidebar to build your form template. This is the standard builder interface.

Field Types

Text
Text Area
Number
Amount
Email
Phone
Date
Dropdown
Checkbox
Radio
Upload
SSN

AI Chat

Describe the form you want to create. For example: "I need a KYC form for accredited investors" or "Create a subscription agreement form."

Demo mode is on — type anything to see an example KYC form generated.

Form Preview

Form fields will appear here as the AI generates them

PDF Document

Drag & drop a PDF here or browse

Supports .pdf files

Page 1 / 1

Extracted Fields

Upload a PDF and click "Analyze" to extract form fields