Investment Agreement Template – Free Financial Contract

This investment agreement template is designed for startups, entrepreneurs, investors, venture capital firms, angel investors, private equity groups, and businesses seeking capital investment or equity financing. This template is adaptable for various jurisdictions and can be customized to comply with local securities laws, corporate governance requirements, and regulatory frameworks governing investment transactions.

This comprehensive agreement establishes the legal relationship between companies seeking funding and investors providing capital, defining the terms and conditions of the investment transaction. It covers essential provisions including investment amount and valuation of the company, type of securities being issued (common stock, preferred stock, convertible notes, or SAFE agreements), equity ownership percentage and dilution protections, representations and warranties from both parties, and conditions precedent to closing the investment. The template also addresses investor rights including board representation, information rights, and approval rights for major decisions, anti-dilution provisions and liquidation preferences, drag-along and tag-along rights, restrictions on transfer of shares, use of proceeds and milestone requirements, and exit strategy provisions covering IPOs, acquisitions, or buyback options.

Ideal for seed funding rounds, Series A/B/C financing, strategic investments, crowdfunding equity offerings, and growth capital transactions across technology startups, real estate ventures, manufacturing businesses, and other industries, this template protects investors by documenting company representations, financial commitments, and governance rights while providing companies with clear funding terms, valuation agreements, and investor obligations for a transparent capital-raising process.