12+ Investment Contract Templates – Word, PDF, Google Docs
Investment contracts can be defined as legally binding contracts between two parties or more regarding the investing of money and the distribution of profits thereafter. With the help of our business contract templates, you can create an agreement that is not just compelling but is also legally binding between or among investors. You may also see investment samples.
Investing is not something where one can venture into without proper planning. Sometimes in spite of careful planning, the parties involved will want assurance that everything will go as smoothly as agreed upon, which is where the above-shown contract template in Apple Pages comes into play. Having this by your side will ensure that you come up with a professional-quality contract effortlessly so that the deal can go on smoothly.
If you come across an investor proposing to invest in your business, then draft a well-formatted contract outlining the terms of investment that you both agree upon. To help you with that, check out this simple contact form template for investment that helps you arrange an agreement between entrepreneurs seeking investment and the investor funding the venture.
Looking for an easy way to create a sample agreement between a contract purchaser and an insurance company? If so, check out this ready-made template that is easy to use. The file is designed to create a legally binding agreement wherein the insurance company contract provides a guaranteed rate of return in exchange for keeping a deposit for a fixed period of time.
Creating an Investment Contract
Step 1: Identify the Parties
It is very important that before you make the basic contract, you know firsthand who all are involved in the deal and agreement. Mention the details of the parties involved such as the name, company details, logo, address, etc. of all those that are involved.
Step 2: The Statements
Next would be to fill in the details of the company that is attempting investment into its venture and also, the second company that is willing to provide the investment, and the consideration of all the terms and conditions, agreements, etc in the contract. These are also called as the whereas and the therefore statements. These simple statements are what make the contract legally bound.
Step 3: Payment Methods
Payment methods play an important role in any contract. This way you will know how the client is willing to pay. These payment methods could be cash, credit/debit card, cheque, etc. Mention the terms of payment as well. This means that mention if they need to pay in advance for the deal or whether they need to show proof of property, etc.
Step 4: Terms, Conditions, and Termination
Mention the terms and the process of contract termination. This is the most fundamental step in the contract. Jot down all the terms and conditions you and the client have to follow, and why. Mention for how long the agreement is active and what would happen after its validity. Also, specify the terms of early termination and what would happen to the deal if this is the case.
Step 5: State Law
Mention which state law you would be following as different states have different laws when it comes to contracts and investments. Specify the jurisdiction that law comes under and make it pretty clear in the contract too so that all the parties involved know which laws to follow accordingly.
Step 6: Signature
The signatures of all the parties involved are the final step, so as to make a contract legal. Make any changes if needed and then once all the parties read and sign it, give each of them a copy. Signatures make the contract legally bound to the state law mentioned in the contract.
Secure your interests for shares in business by using this investor contract template in Word. Attract investors to your business through the sales of shares of your business. Clearly define all areas of the business including management, investor share, and the manner of distribution of dividends. Prevent any disputes between shareholders by incorporating terms and conditions as well as dispute resolution options into this document. Insert any other additional statements into the template to tailor-fit to your purpose. Get your business the funding it needs to expand and grow bigger.
Real estate investments can be tough. You never know whether it would be full of loss or profits, as in, it is very unpredictable. By using our ready-made real estate investment contract, you can easily edit and customize your real estate deals. This contract will help you define terms and conditions for your property use/ property lease. It is perfect for setting limitations and conditions of renting real property for personal or commercial use as well as in defining terms of sale of real property.
Investments can be time-bound. So, if you are looking for a short term investment for any business and are in need of a contract, then you are in the right place. The above-shown template in Google Docs is a short term investment contract template that you can use for short term business deals. This will help you keep your savings account or bank fixed deposits safe and where they need to be. Easily edit the terms & conditions of your contract using any software application that is compatible with this file.
Don’t worry about creating a formal business contract from the beginning, because this template takes care of that for you. You can also check out IT support investment templates, in case you need to make contracts in the IT department of your company. All you would have to do is download the above template and edit the highlighted areas with the details required to be mentioned in the contract.
Running a restaurant is not an easy job. But if you are looking for investors and need a contract to keep yourself and your business safe, then you can use the above restaurant investment contract template. This contract will help you keep your business intact as it is proof of the investments and the agreements between all the parties involved. From the minimum investment amount, all the way to the frequency and the percentage of profits to be shared will be defined and clearly explained with the use of this template. Try it now!
An investment contract helps you make an agreement that states all the rights and responsibilities of the parties involved in the contract, and also, establishes the terms of the investment. Take a look at our collection of free contract templates on investment for more. They make sure that both you and the business you run are safe when it comes to investments.
The above sample contract will help you keep a check in your business while investors are ready to invest in it. It is perfect for when a person invests his/her money in a common enterprise and expects profits solely from the efforts of the promoter or third party. This template is fully editable and customizable.
According to the Pew Research Center’s 2016 data, 52% of households in the United States have invested in the stock market in some levels.
In another data set from Statista, 55% of adults in America also have an investment in the stock market. This figure was for the year 2020.
On the other hand, the world’s wealthiest investor was the owner and CEO of Amazon, Jeff Bezos. He has a net worth of $145.1 billion.
Investments have a few types. Some of them are – stock, bonds, mutual funds, cash equivalents, etc. It mainly focuses on risks, returns, liquidity, and safety. It means you are investing in something to gain profits and revenues out of it. It is always better to have partnership contracts with all the investors who are ready to invest in your business since it means to keep your business safe at all costs. If you choose them wisely, they can help you throughout your life and maybe, the next generation in your family too.
We understand that you will always want to keep your business protected at any cost which is why our business investment contract templates will help you do that in the easiest way possible. Being highly editable and customizable, they provide the perfect content that needs to be presented in the contract.
1. What Does an Investment Contract Mean?
An investment contract is a legal agreement scheme wherein one party invests money in a common enterprise with the expectation of gaining a profit or return on investment (ROI).
2. What are the Different Types of Investment?
The different types of investment in which one can invest are:
certificates of deposit
3. What Should You Include in an Investment Contract?
The basic details that you should include in an investment contract are:
The names and contact information of participating parties
Structure of the investment
Purpose of the investment
Date of agreement
Signatures of participating parties
4. How Can You Draw Investors to Invest in Your Business?
You can get potential investors to invest in your business by presenting your business plan, vision, and growth potential in an impressive and professional manner. Get them to believe and trust in your business plan by showing them that you’re different from the rest.
5. What is a Guaranteed Investment Contract?
A guaranteed investment contract (GIC) is basically an agreement taking place between an investor and an insurance company. In this investment contract, the insurer guarantees the investor a rate of return in exchange for holding the deposit for a certain period.