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When to use an investment agreement

  • Checkmark When raising funds from angel investors or venture capitalists
  • Checkmark When investing in a startup or a business venture
  • Checkmark When creating a shareholder agreement

Get a legally binding agreement

Throughout the form, we explain all the terms and you’ll be guided on making the best choices for your investment agreement.

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Secure Funding and Accelerate Growth

Attract more funding and accelerate growth by gaining access to valuable resources, networks, and expertise from your investors.

Business Owner

Protect Your Rights and Interests

Avoid disputes, misunderstandings, and conflicts with your investors by ensuring that both sides are aligned on the terms of the deal.

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How to create an investment agreement in 3 steps

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Gather Information

Begin by collecting basic information about the parties, including each party's address and email, when the agreement will begin, as well as sale price and stock amounts. Also determine at this point if any special or custom clauses need to be added to the agreement. 

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Answer Key Questions

We help you integrate the information you collected into an agreement adapted to your needs. As you complete our questionnaire, we inform you about your choices at each step and dynamically ask new questions based on your previous answers.

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Review and Sign

Always read your document thoroughly to ensure it contains everything you need and is free of errors. In any case, once you finish creating your document, you will be able to alter it as much as you like in Microsoft Word. However, if you do not need to make any changes, you can simply download the PDF version and have the parties sign the agreement.


Help Guide

Table of contents

Use our investment agreement form template to quickly and easily establish the terms and conditions of an investment deal between a business owner and an investor. By having a clear and detailed investment agreement, you can ensure that your business relationship is based on trust, transparency, and mutual benefit.

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