Investment Agreement Template
Professional Investment Agreement Template
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.
💰 Complete Investment Terms
Detailed sections for investment amount, share pricing, valuation, and equity percentages.
🛡️ Investor Rights Protection
Board representation, information rights, anti-dilution protection, and liquidation preferences.
📋 Legal Compliance
Professional formatting meeting legal standards with representations, warranties, and covenants.
🎯 Customizable Fields
Easy-to-edit template fields for company details, investor information, and specific terms.
⚖️ Legal Disclaimer
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.
INVESTMENT AGREEMENT
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").
1. RECITALS
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. INVESTMENT TERMS
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. CLOSING CONDITIONS
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. REPRESENTATIONS AND WARRANTIES
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. INVESTOR RIGHTS
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]
6. USE OF PROCEEDS
The Company agrees to use the investment proceeds for:
[DETAILED USE OF PROCEEDS]
7. COVENANTS
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 $[AMOUNT];
b) Make distributions to shareholders;
c) Sell, transfer, or dispose of material assets;
d) [ADDITIONAL NEGATIVE COVENANTS];
8. TRANSFER RESTRICTIONS
8.1 Right of First Refusal: [ROFR TERMS]
8.2 Tag-Along Rights: [TAG-ALONG TERMS]
8.3 Drag-Along Rights: [DRAG-ALONG TERMS]
9. TERMINATION
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. MISCELLANEOUS
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.
SIGNATURES
COMPANY:
[COMPANY NAME]
By: [SIGNATORY NAME]
Title: [TITLE]
Date: [DATE]
INVESTOR:
[INVESTOR NAME]
Date: [DATE]