Investments could be a means to adapt with the constant changes in the industry, or simply a means to improve a company’s overall credibility. One of the most common methods to seal these business endeavors are through investment agreements. They’re sometimes called investment contracts. These important documents contain the responsibilities and rights of two parties involved in an investment partnership. Conducting investment agreements is not something to be treated lightly. Hence, we will educating you on how to do it right. We’ve also gathered several templates of it, to give you an idea of how it looks like.
6 Steps in Conducting an Investment Agreement
Here are the six crucial steps to execute when creating an investment agreement document. Treat every step with care. Each of them plays an important role for your document’s credibility.
Step 1: Negotiate with other parties who can comply accordingly.
Look for other parties that are best suited in complying with your side’s needs to make the investment a fruitful one. Make sure that they have the resources that are in-line with your party’s investment plan.
Step 2: Write down all of the angles that were agreed upon.
Each agreed-upon angle should be elaborated with how your party wishes to receive your end of the bargain. Also, the other party must concisely convey how they’re going to fulfill their role as the provider.
Step 3: Take note of the payment terms.
Payment terms depend on how big the investment is, it may also vary from organization to organization. In cases when investments are paid in lump sum payments, the details of the recipient bank account and the agreed-upon date should be conveyed comprehensively. When investments are paid in several installments, an attachment that contains the needed details of each transfer should be included.
Step 4: Identify terms that are subject for agreement termination.
Cite some situations that are valid grounds for the agreement’s termination. In general, these situations could well be the failure of the other party to comply with your agreed-upon terms. In other words, you’re basically making an assessment and eradicating a possible liability before it becomes one.
Step 5: Choose a jurisdiction.
This applies for two parties that are located from different states with a distinct set of laws. Both parties should be clear on which state will hold jurisdiction over the investment agreement. Doing so will avoid possible conflicts of legalities concerning the agreement.
Step 6: Affix signatures on the agreement.
If possible, the agreement should be signed with the presence of witnesses, two or three of them should do. The signatures signify that both parties have agreed on everything that was written on the agreement. It is also advisable that both parties should have their own tangible copy of the document.
6+ Investment Agreement Templates
1. Investment Agreement Template
The Investment Agreement Template perfectly outlines everything in your stead. All you have to do with it is fill in the blanks with necessary information. Since it’s also editable, you can tweak some of its given content if ever they deviate from your own thoughts and intentions. Lastly, the simple artistic design of this template is toned just right, not drowning any relevant texts.
2. Business Investment Agreement Template
This quality template given the name Business Investment Agreement Template, is a good example on how the flow of an investment agreement should go about. All the points of consideration and angles that need to be covered are already provided by this template. Another great thing about it is that it’s available in three formats, the most notable being the MS Word format.
3. Restaurant Investment Agreement Template
As its name implies, the Restaurant Investment Agreement Template is primarily intended for investment agreements involving parties from the restaurant industry. All the points that need to be taken into account by restaurant businesses are already outlined by this template. Moreover, you can also use it in any form of investment agreement since it can be edited freely. In just a few and quick purchasing steps, you can own this template permanently.
4. Business Investment Agreement
This simple yet functional template called Business Investment Agreement meets the standards set by quality formal documents. It has no unnecessary artistic design, emphasizes the most relevant information, and promotes high readability. Despite its simplicity, it does not leave out important sections of an investment agreement document. So why not check this one out by clicking on its ‘download’ button. Doing so will grant you access to this template’s full preview.
5. Investment Agreement
This template given the name Investment Agreement is 11 pages long. Therefore, you can expect that this is a detail-oriented investment agreement template. It’s also pretty easy to use and navigate thanks to its emphasis on numbering and subheadings. With this template, making an investment agreement document becomes so much easier and faster. Try to give this one a go now, starting by clicking on its ‘download’ button.
6. Investment Banking Agreement Template
As its name suggests, the Investment Banking Agreement Template is intended for investment negotiations with one party or both coming from the banking business. Just like most of the templates listed on this article, this one also lays out everything for your convenience. Making an investment agreement document, let alone one that involves banks, need not to be a time-consuming task with this template.
7. Investment Agreement Sample
This template is called Investment Agreement Sample. You can use this as a reference when making your own investment agreement document since it dives deep down to the tiniest detail. But if you see it fit, you can also use this as a template for your actual document. Plus there’s basically no risk on giving this one a try since it’s free to download.