Are you an entrepreneur owner who wants to have more efficient business transactions and processes when acquiring investors? Or do you just want to make sure that any business venture you go into is bound in a legal contract? If you answered yes to any of these questions, then you will benefit from this article on how to create investment agreements. Downloadable examples of investment agreement templates are also curated below.
5 Steps To Make an Investment Agreement
An investment agreement is a formal document that binds two or more parties when purchasing ownership of a company, property, or stock. The steps outlined below will teach you the basic components of investment agreements and how to combine them to create a loophole-free covenant.
Step 1: Identify the parties involved.
The first step in making any kind of investment agreement is to identify the parties involved in the contract. Most of the time, there will be two (the business owner and the investor). Knowing who these entities are will allow you to create a more specific formal agreement later on.
Step 2: List down the terms of the investment.
Next, start listing down all the terms of the investment. This involves the number of shares, the mode of payment, the payment dates, the total amount of the investment, what the investor will get in return of the investment, and other relevant financial information. Don’t forget to have these terms reviewed by your lawyer before the agreement is finalized.
Step 3: Determine the duration of the duration.
Then, do not forget to specify the investment agreement’s validity period. Also, don’t forget to include non-disclosure, confidentiality, termination, and non-compete agreement clauses as they protect any investor from any negative investment issues in the future.
Step 4: Use a printable investment agreement template.
As an alternative, you may also use a printable investment agreement template. These are pre-formatted document templates that will already include all the essential elements and wording needed to make a formal investment agreement. When you use these templates, you just need to customize the text placeholders to match the type of agreement and terms that you want.
Step 5: Print the document. Then have it signed by witnesses and notarized by an attorney.
Once you have edited the pre-formatted template, print out the final document copy. Have the agreement reviewed and signed both contracting parties in the presence of witnesses. And, finally, have the agreement notarized by an attorney to make it a legal and binding document.
Wasn’t that easy? Get all the steps above right and you will soon have a good investment agreement document on hand.
8+ Investment Agreement Templates
Review each downloadable investment agreement template shared below and determine if they fit the type of contract you are creating. Each template is fully editable in Microsoft Word, Google Docs, and Apple Pages.
1. Investment Agreement Template
2. Business Investment Agreement Template
With the help of the Business Investment Agreement Template shown above, you can easily formalize any investment contract with your startup company. This six-page document templates includes all the wording needed to make a loophole-free agreement that benefits you and any potential investor.
3. Investment Agreement Template
Looking for a more comprenhensive investment agreement template? The Investment Agreement Template (featured above) may just be what you are looking for. This template covers almost every conceivable legal and financial aspects of investments. Entrepreneurs and investors will also appreciate it for its easy customization options. You may even add your small business letterhead or logo design into the template.
4. Investment Banking Agreement Template
Formalize any investment proposal from a financial institution with class when you use the Investment Banking Agreement Template pictured above. This printable template consists of 12 pages of comprehensive agreement terms and details that you can fully edit to match the different inclusions that a bank may want to add to the agreement.
5. Investment Consulting Agreement Template
If your company relies on another company that specialize in providing expert investment advice, you may need to use the Investment Consulting Agreement Template (embedded above) in formalizing your business transaction. This consulting agreement template formally binds a consultant in providing you information in terms of the best investment opportunities and deals. Download this template now to make the entire contract-signing process easier.
6. Investment Contract Agreement Template
Need a simple agreement template that formalizes the purchase of company or stock shares? If yes, then try out the Investment Contract Agreement Template shown above. This template consists of five pages of editable contract terms and conditions. Download and customize it to match the type of investment agreement made between two parties.
7. Restaurant Investment Agreement Template
As its name implies, the Restaurant Investment Agreement Template (featured above) is best used exclusively for investment transactions for a dining establishment. This six-page template includes a pre-formatted cover page and detailed agreement terms. Remember to have the document reviewed by your lawyer so that any discrepancy or loopholes are spotted.
8. Printable Business Investment Agreement Template
Whatever kind of startup you are running, you will find that the Printable Business Investment Agreement Template (embedded above) can handle your agreement or contract needs. This five-page template includes easy-to-understand terms that you can still edit to match the specific conditions of the investor and your industry.
9. Sample Investment Agreement Template
Entreprenuers and investors who are particular with their agreement terms should check out the Sample Investment Agreement Template pictured above. This is a comprehensive template that includes sections where you need to detail the agreement’s Interpretation and Definitions, Nature of Investment, Completion of Investment, Confidentiality, Terms and Termination, Warranties of Corporation, Cost and Expenses, and other General Provisions and Notices.
10. Comprehensive Investment Agreement Template
Need to create an investment agreement where at least one party is a government entity? Then use the Comprehensive Investment Agreement Template (embedded above) can help you a lot. Download and edit the template above to match the specific type of government agreement you are working on.