An investment agreement template could be extremely useful for those who are planning to enter into a business relationship involving shares. It is with the help of these agreement templates that the entrepreneurs can secure their basic interests. It is not only about owning an investor-backed business or planning to invest capital, but an investment agreement would also provide the best protection.
20+ Investment Agreement Templates
Simple Investment Agreement Template
If you are planning to venture or are already into a business relationship involving investments with your client, then make use of our premium and ready-made Simple Investment Agreement Template so that you can secure your basic interests. This agreement template allows you to compose a legally binding document that shows the transaction of two parties concerning the money invested and the profit distribution. You can also see the partnership agreement template.
Business Investment Agreement Template
Investing in a business in a way will help you gain profit, in the long run, by maximizing your asset holdings. So, when you decide to invest, it is wise to put it into writing with the help of our Business Investment Agreement template in Word to make it legally binding. It has well-written content that you can customize according to your preference with absolutely zero hassle. You can download this template with ease using any file formats of your choice.
Investment Contract Agreement Template
When a company or an individual decides to place stocks or contribute financial aid to a smaller company, there has to be defined roles and responsibilities for the involved parties to follow to ensure that the partnership will remain peaceful. By downloading our Investment Contract Agreement template, you are made to ensure that the terms and conditions of the partnership have been met. It also allows the success of future ventures with the parties involved. There are numerous agreement examples available for you to check out as well.
Investment Banking Agreement Template
If you require a legally binding agreement document that defines the business deal involving a financial transaction between a person/company and an investment bank, then download this professionally designed “Investment Banking Agreement” template that you can download instantly anytime on any device. This practical document consists of pre-formulated terms and conditions that both the parties must meet for the agreement to continue. The template can be shared digitally or can be printed.
Editable Restaurant Investment Agreement Template
Business Investment Agreement
Printable Financial Support Agreement Template
Direct Deposit Agreement Word Template
Investment Contract Template in iPages
Investment Agreement Template PDF Format
This particular investment agreement template comes in very handy when one is planning to run an investment firm. It specifies the investor, interest to be earned, the invested amount and appreciation among other details. It can be downloaded in PDF. You may also see property management agreement templates.
Potential Equity Investment Agreement Template
This potential equity investment quality agreement is used to make an offer that does not bind in any way to any party that is related to the investment. The template is designed professionally and can be downloaded in Word format.
Investment Management Agreement Template
This document is used to agree with the investor and the fund’s manager. It specifies among other aspects the terms of investment, amounts, and returns. It is available in PDF file format.
Investment Management Certificate PDF Format
To complete an agreement among parties on investment management a legally binding document should be prepared and duly signed. Our PDF templates are designed by experts who are in the fields of law and investment. You may also check the rental agreement.
Capital Investment Agreement Template
Check out this template that shows a group on how to invest their capital in a particular venture while serving the purpose of a simple investment with some necessary documents and the parties. Download it in Word format now!
Equity Investment Agreement Template
When it comes to investing equity in another company, a legally sound equity investment agreement should be in the proper place. We have the right template for that purpose available here in PDF file format.
Small Business Investment Agreement Template Word Document
This template is designed for use by a few shareholders in small business investments. It includes details of the investors, the share of investment, the executives and existing shareholders. Download it in Word format. You may also see purchase agreements.
Investment Agreement Between Angel & Startup Template
When seeking the help of an angel investor this wholesale agreement is necessary as it details the terms of the investment. Details relating to the startup business, the angel investor’s name, the amount invested, and investment terms are included. Get it in PDF format.
Angel Investor Agreement Template Word Document
With the help of the above-shown angel investor agreement template, it is much easier to create an agreement that you desire. It is available in a customizable Word format so you can change the clauses any time before printing. You may also check out our breach of partnership agreement templates.
Investor Contract Agreement Template
Business Angle Investment Agreement Template
Investment Agreement Letter
Our PDF, Excel, Word-based investment agreement template ensures that you to form a business while seeking investors through the sale of shares. This agreement templates can also be used while you plan to invest in a company while ensuring your interests as a shareholder for the company. It would also allow you to quickly address the potential disputes that might arise between shareholders.
According to Gallup, only 37% of young adults—aged 18-34—are investing in the stock market by 2017 and 2018.
On another note, data from Statista showed that the United States has the largest stock market as of January 2020—accounting for 54.5% of the stocks globally.
Next was Japan with 7.7%, the United Kingdom with 5.1%, and China with 4%.
7 Steps on How to Write an Investment Agreement
Creating an investment agreement is something that should be done carefully as it is a legally binding document that shouldn’t contain any errors. If you are planning to write one from scratch, make sure you follow these steps. You need to, however, open a file format that you are comfortable with so that you can start drafting your agreement.
Step 1: Start With the Recital
Firstly, you need to mention the recitals in the agreement document. This should include the names of both parties along with their specific addresses. The date on which the agreement comes into effect should also be stated.
Step 2: Mention the “Whereas” Statements
Next, move on to the “whereas” statements. The whereas here referred are nothing but the company that is willing to invest and the company that is seeking it. Using agreement templates in Google Docs as well, you can enter all of these details.
Step 3: List the Articles
After mentioning the whereas statements, you should mention the articles that are the previously agreed-upon terms. List them in proper order.
Step 4: Method of Payment
When it comes to the mode of payment, mention if the investment amount has to be transferred via cheque, card, or cash. If there are to be transferred in installments, then be specific about them as well. This is done to ensure that there is no confusion later on.
Step 5: Various Terms and Conditions
Write down the terms and conditions of the agreement so that both the parties are clear and firm about it. The validity of the agreement should also be written in this section.
Step 6: Choice of Law
The choice of law under which the agreement is set forth should be mentioned. In the case of any disputes or settlements, the parties can follow legal proceedings in that particular jurisdiction that is stated in the choice of law.
Step 7: Signature
Towards the end of the agreement document, leave space for the signature to take place between both the parties who are involved in the agreement. Below the signature, write down the name of the concerned person along with their title position.
What Is an Investment Agreement?
An investment agreement is a contract that states the rights and responsibilities related to the investment between two parties. Here, the two parties could either be a client and an investment adviser, or a company and a government, among many others. This agreement sets forth the parameters of the investment that will state who should pay the money and which party should produce the goods or services. You can go through and download our ready-made agreement samples that will make work easier for you.
1. What Do You Mean By an Investment Agreement?
An investment agreement is an official document that states the roles and responsibilities of the parties involved in an investment project. It specifies the nature of the investment, payment details, and terms and conditions.
2. What Information Goes Into an Investment Agreement?
The following information goes into an investment agreement:
- Description of the parties involved
- Their roles and responsibilities
- Payment methods
- Timeline of the project (if any)
- The terms and conditions agreed upon
- Signatures of both parties.
3. What is the Purpose of an Agreement?
The purpose of an agreement is to establish a mutual understanding between the parties who are entering into an agreement. It determines the terms and obligations so that the involved parties are in accordance with the agreement.
4. What Should You Remember While Writing Investment Agreements?
While writing investment agreements, make sure that you depict all the necessary details relating to the investment. Avoid using jargon and write in understandable language. Also, do not leave space for assumptions from either end and clearly state all legal actions that will be taken in case of a breach.
5. What Are Some Common Types of Investment Agreements?
Following are some common types of investment agreements:
- Stock Purchase Agreement
- Nonstatutory Stock Option Agreement
- Statutory Stock Option Agreement
- Convertible Debt Agreement
- Restricted Stock Agreement
- Deferred Compensation
- Royalty, Commission, or Percent of Revenue.