Investment Agreement Template


(4.6 / 5) 56 votes

Get your Investment Agreement Template in 3 easy steps

  • 01 Fill and edit template Fill Investment Agreement Template
  • 02 Sign it online Sign Investment Agreement Template
  • 03 Export or print immediately Export Investment Agreement Template

What Is Investment Contract Template

An Investment Contract is a legitimate agreement between parties, typically an investor and a business or individual seeking investment. It records the terms and conditions of the investment, along with the rights and responsibilities of each party. As for the template Investment Agreement, it’s a pre-drafted document that serves as a framework for creating customized investment contracts.

It features standard sections and clauses, making it easier to draft a well-structured investment agreement while ensuring legal compliance and clarity.

Investment Agreement Template screenshot

Investment Agreement Template Requirements

A well-planned Investment Agreement Template must meet specific requirements to ensure its effectiveness and legal compliance. Here are key elements to include:

  • Parties' Info. Accurately identify the investor and the investee with their contact details.
  • Investment Amount. Specify the amount invested and the agreed-upon payment method.
  • Purpose of Investment. Clearly outline the purpose or project for which the investment is made.
  • Returns and Profits. Define the expected returns and profit-sharing arrangement.
  • Terms and Duration. Set the duration and terms of the investment.
  • Representations and Warranties. Include statements regarding the accuracy of the information provided.
  • Governing Law. State the jurisdiction under which the agreement falls.

By incorporating these requirements, the Investment Agreement ensures a comprehensive and legally binding document, protecting the interests of all parties involved in the investment.

How to Fill Out Investment Agreement Template PDF

Filling out the form via PDFLiner's online editor is fairly easy. Follow these 11 steps to complete the document accurately:

  1. Find the document in our extensive library of templates.
  2. Thoroughly study the template's sections and instructions, clearly understanding the required information.
  3. Provide accurate details of the investor and investee, including names, addresses, and contact information.
  4. Specify the investment amount and the agreed-upon payment method, outlining any conditions or milestones for the investment disbursement.
  5. Clearly define the investment purpose, providing a concise description of the project or venture for which the funds will be utilized.
  6. Explain the expected returns on the investment and any profit-sharing arrangements agreed upon.
  7. Set the terms and duration of the investment, including the start and end dates or any conditions for early termination.
  8. Ensure that both parties provide accurate representations and warranties, affirming the accuracy of the information provided in the agreement.
  9. Indicate the governing law under which the investment agreement falls, specifying the jurisdiction for any potential disputes.
  10. Review the filled-out Investment Agreement template thoroughly, making necessary adjustments for clarity and accuracy.
  11. Save the completed file and consider exporting it to different formats for easier sharing and printing.

Investment Agreement Template (1) screenshot

Remember that PDFLiner answers almost any question regarding your need for high-quality niche-specific templates. 

What Is the Difference Between an Investment Agreement and a Shareholders Agreement

An Investment Agreement is a contract between an investor and a business or individual, outlining the terms of the investment, returns, and responsibilities. On the other hand, a Shareholders Agreement is a contract between the shareholders of a company, addressing ownership rights, voting powers, and decision-making. With that said Investment Agreements focus on investment terms, while Shareholders Agreements center around the relationship and responsibilities among company shareholders.

Fillable online Investment Agreement Template
(4.6 / 5) 56 votes
Please, wait...
We use unpersonalized cookies to keep our site working and collect statistics for marketing purposes. By continuing to use this site, you consent to this policy. Learn more