We’ve worked with legal experts and proofreaders to create a free investor agreement template . It’ll ensure your interests are prioritized and that your rights and obligations are protected.
An investor agreement is a legal document outlining the terms of an investment between an investor and a company. It can also be referred to as an investment contract , shareholder agreement, term sheet, or stock purchase agreement.
More specifically, an investor agreement covers the following terms:
These are just some of the terms often found in an investor agreement. Other details may include share purchase price, the number of shares the investor is purchasing, and investor voting rights.
An investor agreement protects both the investor and the company. It’s a legally-binding document that ensures all involved parties understand the terms of the relationship. It informs everyone of the various procedures outlined in the agreement, including a process for resolving disputes.
While there’s no universally perfect moment to use an investment proposal, specific scenarios naturally lend themselves to creating this business document .
When starting a new business and securing funding, an investment proposal is a must. It’s also vital when planning to expand current operations, introduce a new product, or explore new markets, and you need financial backing to do so.
If you’re courting prospective investors or attending meetings with financial institutions, a well-crafted investment proposal template can also serve as your comprehensive reference document and effective sales tool.
An investment proposal template can be a lifesaver. It provides a tried-and-tested structure, ensuring that you include all the necessary information in an organized manner, thus helping you build a professional proposal to attract investors to your cause.
DISCLAIMER: We are not lawyers or a law firm and we do not provide legal, business or tax advice. We recommend you consult a lawyer or other appropriate professional before using any templates or agreements from this website.
