Create comprehensive investment agreements for equity funding rounds, venture capital deals, and angel investor contracts. This template covers all essential terms for Series A, B, C funding and early-stage investments.
Detailed sections for investment amount, share pricing, valuation, and equity percentages.
Board representation, information rights, anti-dilution protection, and liquidation preferences.
Professional formatting meeting legal standards with representations, warranties, and covenants.
Easy-to-edit template fields for company details, investor information, and specific terms.
Important: This template is for informational purposes only and does not constitute legal advice.
Professional Review Required: Always have this document reviewed by a qualified attorney before execution.
Customization Required: All highlighted fields must be customized to your specific transaction.
Jurisdiction Notice: Investment agreements must comply with local securities laws and regulations.
Between
[COMPANY NAME]
and
[INVESTOR NAME]
This Investment Agreement ("Agreement") is entered into on [DATE] ("Effective Date") between [COMPANY NAME], a [STATE OF INCORPORATION] corporation ("Company"), and [INVESTOR NAME] ("Investor").
WHEREAS, the Company is engaged in [BUSINESS DESCRIPTION];
WHEREAS, the Investor desires to invest in the Company;
WHEREAS, the Company desires to accept investment from the Investor;
NOW, THEREFORE, in consideration of the mutual covenants contained herein, the parties agree as follows:
2.1 Investment Amount: The Investor agrees to invest [INVESTMENT AMOUNT] dollars ($[AMOUNT]) in the Company.
2.2 Securities Purchased: In exchange for the investment, the Company will issue to the Investor [NUMBER OF SHARES] shares of [SERIES/CLASS] stock, representing [PERCENTAGE]% of the Company's outstanding equity.
2.3 Price Per Share: $[PRICE PER SHARE] per share.
2.4 Valuation: This investment is based on a pre-money valuation of $[PRE-MONEY VALUATION] and a post-money valuation of $[POST-MONEY VALUATION].
3.1 Conditions Precedent: The closing of this investment is subject to:
a) Completion of satisfactory due diligence by the Investor;
b) Execution of all transaction documents;
c) [ADDITIONAL CONDITIONS];
3.2 Closing Date: The closing shall occur on or before [CLOSING DATE].
4.1 Company Representations: The Company represents and warrants that:
a) It is duly organized and validly existing;
b) It has full corporate power and authority to enter into this Agreement;
c) All financial statements provided are true and accurate;
d) There are no material adverse changes since the date of the most recent financial statements;
4.2 Investor Representations: The Investor represents and warrants that:
a) The Investor has the financial capacity to invest;
b) The Investor is an accredited investor as defined by applicable securities laws;
c) The Investor understands the risks associated with this investment;
5.1 Board Representation: [BOARD RIGHTS DESCRIPTION]
5.2 Information Rights: The Company shall provide the Investor with:
a) Annual audited financial statements;
b) Quarterly unaudited financial statements;
c) Monthly management reports;
d) Annual operating budget;
5.3 Anti-Dilution Protection: [ANTI-DILUTION TERMS]
5.4 Liquidation Preference: [LIQUIDATION PREFERENCE TERMS]
The Company agrees to use the investment proceeds for:
[DETAILED USE OF PROCEEDS]
7.1 Affirmative Covenants: The Company agrees to:
a) Maintain corporate existence and good standing;
b) Comply with all applicable laws;
c) Maintain adequate insurance;
d) [ADDITIONAL AFFIRMATIVE COVENANTS];
7.2 Negative Covenants: Without Investor consent, the Company shall not:
a) Incur debt exceeding $[DEBT LIMIT AMOUNT];
b) Make distributions to shareholders;
c) Sell, transfer, or dispose of material assets;
d) [ADDITIONAL NEGATIVE COVENANTS];
8.1 Right of First Refusal: [ROFR TERMS]
8.2 Tag-Along Rights: [TAG-ALONG TERMS]
8.3 Drag-Along Rights: [DRAG-ALONG TERMS]
This Agreement may be terminated:
a) By mutual written consent of the parties;
b) If closing conditions are not satisfied by the closing date;
c) [ADDITIONAL TERMINATION EVENTS];
10.1 Governing Law: This Agreement shall be governed by the laws of [GOVERNING LAW STATE].
10.2 Dispute Resolution: Any disputes shall be resolved through [ARBITRATION/LITIGATION] in [JURISDICTION].
10.3 Entire Agreement: This Agreement constitutes the entire agreement between the parties.
10.4 Amendment: This Agreement may only be amended in writing signed by both parties.
COMPANY:
[COMPANY NAME]
By: [SIGNATORY NAME]
Title: [TITLE]
Date: [DATE]
INVESTOR:
[INVESTOR NAME]
Date: [DATE]
