Investor Agreement Template

INVESTMENT CONTRACTUAL AGREEMENT
PARTIES
- This Investment Contractual Agreement (hereinafter referred to as the “Agreement”) is
entered into on ________________ (the “Effective Date”), by and between
________________________, with an address of ________________ (hereinafter referred to
as the “Investor”) and ________________with an address of ________________
(hereinafter referred to as the “Company”) (collectively referred to as the “Parties”).
INVESTMENT
The Parties agree that the Investor will invest ________________ in exchange for
________________ Company’s shares.
INVESTMENT PAYMENT
- The Parties agree that the Investor will pay the investment amount via the method of
________________ (check/ wire transfer) upon signing this Agreement.
- The Parties agree that the Investor will pay the investment amount on a ________________
basis (one time/ recurring). In case the Parties agree that the Investor pays the investment
amount on a recurring basis, the Investor will be obliged to pay an investment amount of
________________ per year for a period of ________________ years. This will be done in
exchange for ________________ shares in the Company.
- The Parties agree that the investment period will be over at least ________________ years in
which it will not be withdrawn.
MANAGEMENT AND CONTROL
- The Parties agree that the Company will be managed by the following:
Executives:
1. ________________
2. ________________
3. ________________
Board of Directors
1. ________________
2. ________________
3. ________________
Whereas the aforementioned has been determined by the Company’s majority shareholder.
DISTRIBUTION
- The Company's net profits, or net losses shall are to be determined and distributed on an
annual basis.
- The Company shall determine and distribute available funds annually or at more frequent
intervals as they see fit.
DISSOLUTION
- The Parties agree that in case dissolution occurs prior to the termination of this
Agreement by the Parties, the Company will be obliged to pay the Investor his/her
original investment amount.
- The Parties further agree that the Investor will be entitled to ________________ of the
appreciated value of the Company which is in accordance with the number of shares the
Investor owns in the Company.
VOTING
- The Parties agree that the approval of actions by the Board will only be possible by
Shareholders who hold more than ________________ of the ownership in the Company.
- The Investor will have ________________ of votes for approving actions by the Board
when he/she possesses greater than ________________ of ownership in the Company.
- The voting will occur biannually on the ________________ of January and June.
CONFIDENTIALITY
- During the Term and for a period of ________________ years thereafter, the Investor
agrees to maintain in confidence all information of the Company and its clients disclosed
that is identified as, or acknowledged to be, confidential at the time of disclosure (the
“Confidential Information”), and shall not use, disclose or grant the use of the
Confidential Information.
NON-COMPETETION
- During and for a period of ________________ months following the termination of this
Agreement, the Investor will not, directly or indirectly, without the written consent of the
Company, own, manage, operate, control, be employed by, consult with or participate in
or be connected with any entity owning or having financial interest in, whether direct or
indirect, a business entity which is in the same line or lines of business as the Company’s
business.
TERMINATION
This Agreement may be terminated in case the following occurs:
1. Immediately in case one of the Parties breaches this Agreement.
2. By providing a written notice to the other party at least ________________ days prior to
the intended termination.
3. In case of the termination of this Agreement by the Investor, the majority shareholder
will have the first right of refusal to purchase the shares of the investor. In case the
majority shareholder refuses to purchase the shares of the investor, other shareholders
will have the first right of refusal prior to other third party(s).
4. The Parties agree that the Investor will not sell shares to any party that is in the same
industry like the Company. The majority shareholder of the Company will have the final
approval of parties who are entitled to purchase the shares of the Investor.
AMENDMENTS
- The Parties agree that any amendments made to this Agreement must be in writing where
they must be signed by both Parties to this Agreement.
- As such, any amendments made by the Parties will be applied to this Agreement.
SEVERABILITY
- In an event where any provision of this Agreement is found to be void and unenforceable by
a court of competent jurisdiction, then the remaining provisions will remain to be enforced in
accordance with the Parties’ intention.
DISPUTE RESOLUTION
- Any dispute and/or difference arising out of or related to this Agreement will be submitted to
________________ (Arbitration/mediation/negotiation) according to, and subject to the laws
of ________________.
GOVERNING LAW
- This Agreement will be governed by and construed according to the laws of
________________.
ENTIRE AGREEMENT
- This Agreement is complete and with respect to the subject matter herein, supersedes all and
any prior agreements, understandings, and conditions, expressed or implied, written or oral,
of any nature with respect to the subject matter herein.
- The expressed terms control and supersede any course of performance and/or usage of the
trade inconsistent with any of the terms herein.
SIGNATURE AND DATE

- The Parties hereby agree to the terms/conditions set forth in this Agreement and such is
demonstrated throughout their signatures below:
INVESTOR COMPANY
_______________________________ _______________________________
DATE DATE
_______________________________ _______________________________

Investor Agreement Template

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INVESTMENT CONTRACTUAL AGREEMENT

SIGNATURE AND DATE

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