16+ Investment Contract Templates – Sample, Examples

16investmentcontracttemplates

It is understood that investments are akin to business. Simple investment contracts are a legally binding document that bears the transaction of two parties regarding the money invested and the distribution of profits. If a specific party fails to meet the terms and conditions in the agreement without a legitimate excuse, it is considered a breach of contract. There are many simple contract templates  for you to take a look at and choose the best one that will suit all your needs perfectly.

Basic Investment Contract Template

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Investing is not something to enter into without proper planning and careful consideration. Even then, the parties involved will want assurance that everything will go as smoothly as agreed upon. This can be done effortlessly with the help of contract templates, like the one above. Having this by your side will ensure that you come up with a professional-quality contract effortlessly.

Simple Investment Contract Template

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If you have an investor proposing to invest in your business, then make sure to draft a well-formatted contract that outlines the terms of investment that you both agree upon. Simple contract forms will be of great help for you as they come in very handy to help you draft the perfect contract for your business. Perfect for arranging an agreement between entrepreneurs seeking investment and the investor funding the venture at agreed upon conditions.

Investor Contract Template

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The above template is an investor contract template that would help you secure your basic interests for shares in the business. 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 and clauses into the template to tailor fit to your specific purpose.

Guaranteed Investment Contract Template

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Creating an agreement is not an easy job. If you want one that is already ready, then you are in the right place. Downloading the above template, edit and customize it the way you like best. All you have to do is download the template, edit the yellow highlights by entering your information. Customize the template in the way that fulfills your needs. It helps in the guaranteed rate of return in exchange for keeping a deposit for a fixed period of time.

Investment Contract Agreement Template

investment contract agreement 2
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If a person/company decides to place stocks and contribute financial help and assistance to any smaller companies, there have to be terms and conditions for all the parties involved to follow, so that their partnership is secure. Check agreement samples, to come up with the best agreement possible for your business. This template is made to ensure that the terms and conditions of the partnership between you and the potential client have been met. Not only does it allow contractual agreements, but it also opens pathways for future ventures for the parties involved.

Real Estate Investment Contract Template

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There are also instances in which two businesses decide to merge. For situations like these, a partnership contract is needed to legalize the said decision. Business is a complex matter that needs sufficient attention, from minute to immense details. To help you out with these matters, you can freely make use of our templates.

Synthetic Investment Contract Template

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Produce a contract issued by your financial institution that wraps the underlying investments of clients to provide the principal preservation and steady yield expected of stable value. The above contract template can be used to create the right contract, so you do not have to make one from scratch. All you have to do is download the template, edit it according to your information and customize it with all the details. Check simple contract templates in Apple pages for more. Not only that, it can be downloaded on any electronic device.

Steps to Create an Investment Contract

steps to create an investment contract

Step 1: Identify the Parties

The first step towards making the best contract will be to identify the parties involved in the contract. It is very important that the details of all the parties in the contract should be mentioned. These details are the name, company name, address, etc. of the individual/company.

Step 2: The Statements

The next step towards creating a contract is to fill in the “whereas” statement and the(the company that is seeking investment into its venture and also, the second company that is willing to provide the investment) “therefore” statement(this means in consideration of all the terms and conditions, promises, etc) in the contract. Every contract should have this statement, so it makes the contract legal.

Step 3: Payment Methods

It is very important that you mention the payment method the client has agreed to invest in. This could be a cheque, cash, credit/debit card or installments. These have to mentioned in the contract without fail. Also, mention the payment terms. This could be by when you want the payment done if there is any need for an advance, etc.

Step 4: Terms, Conditions, and Termination

This is the most essential and crucial step in the contract. You have to mention all the terms and conditions that you are supposed to be following. Also, mention the length of time of the agreement till when it is valid, by when should the investor make the financial contribution and by when will s/he get a return on the investment they have made. Mention how the contract agreement will end and what is the process of contract termination. Also, mention of there is early termination, what happens, etc.

Step 5: Choice of Law

Since not all state laws are the same, mention which one you will be following. You have to mention which jurisdiction this comes under. Also, mention the law and what makes it relevant to the contract as well.

Step 6: Signature

The final step in writing a contract is to get the signatures of everyone involved in it. If there are any changes to be made in the contract, do so before getting it signed by the parties. Once it is signed, it is named final and is legally bound by the state law.

Short Term Investment Contract Template

short term investement contract
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Create a worry-free investment contract for use on a savings account or bank fixed deposits by using this template. Feel assured and at ease knowing that your investment funds are safe where they need to be. Easily change up terms and conditions of your contract using any popular software application compatible with any file you have chosen.

Restaurant Investment Contract Template

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If you own a restaurant that is looking to bring investors to fund the expansion or startup of their restaurant, this template is the right one for you. It allows you to define all the terms and conditions you have to follow for the investment. 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. There are many free contract templates for you to check out, so you can pick the right one that will suit your needs perfectly.

Business Investment

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Personal Investment

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Real Estate Contract

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Company Investment

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People Involved in an Investment Contract

people involved in an investment contract

Investing is such a risky decision to make because a specific business or individual is allocating assets for the purpose of expecting good returns.

An investment contract is not an easy job to deal with nor easy to create and manage. One can, of course, always make use of contract templates as a reference. For a contract to ensure, however, it needs people to come to an agreement. These people include the following:

  • Investors – They put up money as a form of their investment expecting good profits to benefit from. Their investment may include – commodities, currency, equity, and debt securities.
  • Existing Shareholders – These are the founders of the business. Should they wish to attract more investors, they need to use a profit and loss statement to show potential shareholders whether it is profitable to invest with them or not.
  • Future Shareholders – This refers to the new people who will be having a share of the business in the future. They would need to assess a cash flow statement to evaluate the situation before deciding to make an investment.

Financial Investment

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Agreement Contract

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Simple Contract

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Example of Investment Contract

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10 Things to Consider When Writing an Investment Contract

10 things to consider when writing an investment contract

If you happen to be one of the business owners and is given a proposal, it is must that before you accept contract, you have to study it carefully or check our sample contract templates. So here are the things you must look for in the investment contract presented to you:

  • The contract must be structured because there is a tendency that the agreement will eventually change if it does not meet your expectations. Be careful because some investors will mention their conditions in a subtle way and eventually you wouldn’t have any idea that your business has dramatically changed.
  • There must be a granting of rights. The investor must guarantee to invest his money in your business and that he should have a fair share of the benefits.
  • There must be anti-dilution protection. Investors mostly asked for this because this is a serious matter that may affect them in the event that a decrease in overall percentage ownership may arise.
  • Warranties should be included because circumstances like breaching promises to the business should be properly given consequences and that involves paying for the damages caused by the broken commitment.

When you are also planning to accept outside investors and partnerships, sample partnership contracts should be properly examined too.

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