How to Write a Investment Agreement [6+ Templates to Download]

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It is always a good thing for an individual or a business to gain an investor. However, an agreement needs to be established to ensure that all parties involved are able to benefit. That is why you will need to learn how to come up with an investment agreement document and this article will teach you how to make one.

7 Steps for Creating an Investment Agreement

Step 1: Identify the Parties Involved

The first thing to do is to identify the individual or business that the investment is going to and the investor. This is very important as it clarifies which party has what obligations that need to be fulfilled. Make sure that you are able to include their complete names as well as any other basic information that may be required.

Step 2: Provide the Offer

This is where the investor will need to clarify his/her intentions in regard to seeking investment into a particular venture. There needs to be an accurate and detailed explanation as to what it is that’s being invested into. Make sure that it also states the name of the individual or business that’s to receive the investment.

Step 3: State What the Receiving Party’s Response

This is where you will need to discuss the matters concerning what it is that should be done by the individual or business that has been invested on. How the investor benefits from the investment can come in many different forms. Other than money, the receiving party may promise to provide services or goods.

Step 4: Note the Payment Terms

Any agreement or contract document involving investments will require information on payment perms. This varies depending on the parties involved, as well as the amount of investment to be received. Describe if the payment is done via a lump sum or through several payments. Do not forget to point out the exact amount or amounts that need to be paid.

Step 5: State the Term and Termination of the Agreement

It’s here where you will need to identify the length of time in which the agreement is still valid.  Also, include the length of time it takes the investor to make the financial contribution and to receive the agreed upon return on investment. In regards to the contract and agreement termination, point out how the parties involve may end the whole exchange early.

Step 6: Show the Contacts for Both Parties

This is the section of the document that must provide information on the contact details of both the party members. Be sure to include the complete address, telephone number, fax number and email address for those who are involved in the agreement. List the preferred method of contact for each.

Step 7: Have Both Parties Sign the Agreement

Once everything has been clarified, then the last thing that you will need to do is to create spaces where both parties may place their signatures. This shows proof that the two have discussed and accepted all of the agreements that need to be made in order to push through with the investment deal.

6+ Investment Agreement Templates

Investment Agreement Template

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Business Investment Agreement Template

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Making business investments is common for those who believe that a particular business is going to thrive within a certain industry. In the event that you wish to make arrangements in regards to how you wish to go about the investment, then use this template to make the document that can help you.

Investment Banking Agreement Template

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Those who are planning on opening up their own banking institutions will need a hefty sum in order to start operations. If you feel as if there is one that you would like to put money into, then use this template to make a document that shows just how much you’re willing to offer and how much you’re expecting in return.

In the event that you wish to make an investment agreement document, then this is the kind of template that you will need. Make sure that you use Microsoft Word, Apple Pages or Google Docs to open it. After doing that, you may then proceed to put in the information you want it to have.

Investment Contract Agreement Template

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Simple Restaurant Investment Agreement Template

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It is common for both investors and the individuals or businesses being invested on to want to form a contract before any investment takes place. With the use of this investment contract agreement template, you can guarantee that both parties understand what it is that they have to accept if they want to form a business relationship with one another.

Sample Business Investment Agreement

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Investing in business always has its risks, but there are some who are more than willing to take it. If you believe that particular business has caught your eye, then use this template to make a document which shows just how interested you are and how much you are willing to put in it.

Simple Investment Agreement

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Sometimes the best way to make a business document is through the simplest means possible. So in the event that you wish to make one which involves investments, then this simple investment agreement template is perfect for you. Use it to come up with an investment agreement document in a quick and easy manner.

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