Documents & Resources

Access investment guides, membership documents, and due diligence resources

For Investors

Documents to help you evaluate opportunities and understand the Aureum Vault process

Investment Memorandum Template

Standard template used by sellers to document deal details, financials, and terms

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Due Diligence Checklist

Comprehensive checklist for evaluating investment opportunities across all asset classes

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Accredited Investor Guide

Understanding investor accreditation requirements under Australian law

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Asset Class Comparison Guide

Risk/return profiles, liquidity, and tax considerations across asset classes

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For Sellers

List your deal on Aureum Vault — our standard documentation requirements

Deal Submission Guidelines

Requirements and best practices for submitting your deal to Aureum Vault

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Standard Sale Agreement

Model terms and conditions for private sale transactions facilitated through Aureum Vault

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Due Diligence Requirements

Information required from sellers for buyer due diligence process

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Membership Documents

Membership Agreement

Terms and conditions governing your Aureum Vault membership

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Fee Schedule

Membership tiers, transaction fees, and all associated costs

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Privacy Policy

How we collect, use, and protect your personal information

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