From establishing connections to providing funds, we could not deny the significant role the investors play in helping a business reach its fruition. However, finding the right investor for your company can be a challenge, especially when you are new to the field. You need to look for the ones who can offer you a mutually beneficial arrangement. And when you find the right one, make sure your investment contract is ready, so you can discuss the terms and close the deal immediately. Learn more about this legally binding document in this short guide.

17+ FREE CONTRACT Templates - Download Now Adobe PDF, Microsoft Word (DOC), Google Docs, Apple (MAC) Pages

FREE 18+ Investment Contract Samples

1. Investment Contract Sample

Details
File Format
  • Google Docs
  • MS Word
  • Pages

Size: A4, US

Download

2. Investment Sample Contract

Details
File Format
  • Google Docs
  • MS Word
  • Pages

Size: A4, US

Download

3. Short Term Investment Contract Sample

Details
File Format
  • Google Docs
  • MS Word
  • Pages

Size: A4, US

Download

4. Sample Real Estate Investment Contract

Details
File Format
  • Google Docs
  • MS Word
  • Pages

Size: A4, US

Download

5. Synthetic Investment Contract Template

Details
File Format
  • Google Docs
  • MS Word
  • Pages

Size: A4, US

Download

6. Investment Contract Agreement Template

Details
File Format
  • Google Docs
  • MS Word
  • Apple Pages

Size: A4, US

Download

7. Sample Guaranteed Investment Contract

Details
File Format
  • Google Docs
  • MS Word
  • Apple Pages

Size: A4, US

Download

8. Sample Investor Contract Template

Details
File Format
  • Google Docs
  • MS Word
  • Pages

Size: A4, US

Download

9. Sample Restaurant Investment Contract

Details
File Format
  • Google Docs
  • MS Word
  • Pages

Size: A4, US

Download

10. Investment Contract Template

Details
File Format
  • MS Word
  • Pages

Size: A4, US

Download

11. Synthetic Guaranteed Investment Contract Sample

Details
File Format
  • PDF

Size: 95 KB

Download

12. Contract of Guarantee for Equity Investments

Details
File Format
  • PDF

Size: 340 KB

Download

13. Sample Guaranteed Investment Contract

Details
File Format
  • PDF

Size: 120 KB

Download

14. Sample Draft Short-Term Investment Services Contract

Details
File Format
  • PDF

Size: 215 KB

Download

15. Personal Investment Contract Template

Details
File Format
  • PDF

Size: 97 KB

Download

16. Sample Investment Agreement Contract

Details
File Format
  • PDF

Size: 364 KB

Download

17. Fillable Investment Agreement Contract Template

Details
File Format
  • PDF

Size: 277 KB

Download

18. Printable Investment Agreement Contract

Details
File Format
  • PDF

Size: 97 KB

Download

19. Capital Investment Agreement Contract Sample

Details
File Format
  • PDF

Size: 115 KB

Download

What Is an Investment Contract?

Investments help companies accomplish their goals. In this day and age, reputable companies in the United States pour their financial resources for research and funding. In fact, data from Statista revealed that Amazon invested around $22.6 billion for R&D in 2018. Such companies have been spending billions of dollars with the hopes of coming up with breakthroughs and innovations that would change the way their business operates and generate sales.

Now, whether you are an investor or an investee, bear in mind that it is crucial to have an investment contract before sealing the deal with the other party. This legally binding document lays out the terms and conditions of the agreement and sets expectations for both parties with regards to the investment. It also specifies what the investors will expect in return for their investment, their rights in the company, and what will happen if the company files for bankruptcy. Unlike a shareholder agreement that protects the rights of the current shareholders of the company, an investment contract is for individuals who want to purchase stocks in a company.

How Do You Write an Investment Contract?

With all the paperwork you must do for your company, making use of the investment contract samples provided in this article will be the best choice. These templates and sample documents range from small business investor contracts to guaranteed investment contracts. With these at your disposal, you can create a contract without hassle. Thus, you will have more time for other important business endeavors. However, if you want to learn the process of investment contract-making, refer to the step-by-step guide provided below.

1. Start with the Basics

Whether you are creating a simple investment agreement between two individuals or a comprehensive one, the first thing that should reflect on your document is its title. This enables both parties to understand the type of material clearly. After writing “Investment Contract” at the topmost portion of the page, start writing the header. This section includes the date when the contract is created, the parties involved, and their respective addresses.

2. Write the Whereas Statement

The “whereas” statements refer to the section that indicates that one party is providing a particular amount of investment to the other party in the transaction. Then, the “therefore” statement should follow the whereas statements. It declares that both parties agree to the terms and conditions stipulated in the contract.

3. List Down the Various Articles of the Contract

This section basically refers to the terms and conditions that both parties agreed upon before the creation of the document. For this part, you must include all the essential information, such as the specific amount of money being invested in the company, where will this money go, and what the investor will get in return. You may refer to our professionally written investment contract templates if you need help in writing this section.

4. Specify the Payment Terms

Now that you have listed down the articles in the contract, you can already proceed in writing the payment terms. Much like a fee agreement, your investment contract should also have a section dedicated to the payment terms. This clause specifies how the investor will send his or her investment. Also included are the receiving bank account details and the agreed-upon date.

5. Determine the Deliverables

Deliverables refer to the tangible products or services a company provides its customer as a result of a project. It also includes what the company is expected to achieve, as well as the products that they need to develop to reach a target. It is highly essential to list these items and each of their due dates in the investment contract.

6. Indicate the Term and Termination

The next thing you will do is to indicate the term, as well as the contract’s termination. In this section, you should specify the validity of the document. Bear in mind that an investment contract’s term depends on the length of time wherein the investor can provide the financial investment and when he or she will receive the return on investment from the company. For startup companies looking for investors, it would be best to make use of the angel investor agreement template.

7. Write Contact Information and Provide a Signature Line

After doing the steps mentioned above, write the contact information for both parties to the contract. This section should include the names of both parties, address, contact number, email address, and other information. Lastly, provide a signature line in the contract for both parties to affix their signatures. As with any type of contract you create, both the investor and the investee should sign the document for it to take full effect. Having their signatures on the contract also means that they understand the consequences that may happen should they breach the agreement.

FAQs

What are the two types of investment?

There are two main types of investments in a small business—equity and debt. In the equity investment, the investor purchases a particular number of shares of a company in the stock market. On the other hand, the debt investment means that the investor loans money to a business in return for interest income and repayment.

How does a guaranteed investment contract work?

The parties involved in a guaranteed investment contract are the investor and the insurance company. In this arrangement, the investor will keep a deposit for a specific time frame. And in exchange, the insurer will guarantee a rate of return.

What investment will give me the best return?

As featured in an article from The Economic Times, some of the best investment avenues include direct equity, debt mutual funds, bank fixed deposit, equity mutual funds, and RBI taxable bonds.

Running a business and investing in a company entails one identical factor—taking risks. As both parties sign the investment contract, they should not forget the terms they have sworn to. Investors should also bear in mind that it is a risk they are willing to take. While we have mentioned the role of investors in a company, it is also important to note that investing goes both ways. Investors pour out their finances, and they receive something in return. Whether you are investing or managing a business, keep this thing in mind: find what is worth risking for.

Related Posts