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Investment Agreement - Syndicate PE Investors

Manager / Founder Friendly

An investment agreement is a contract defining the terms of investment which one or more investor(s) invest in a company. This is an investment agreement where a syndicate of private equity investors make loans and invest in a company. The form is drafted in favour of the founder / manager.

This agreement will identify the parties, state the consideration between the companies as trading value or monies from the investor for stock in the company and highlight the representations and waivers of the parties.

How to use this Document?

This document should be carefully read by the the Company, the Investor and the Manager.

Both the Investor and the Manager should sign and return a copy, and once signed, both parties should get a copy.

If any party wishes to amend the agreement in the future, all parties should agree to do so, and the original agreement and amendments should be recorded in writing and signed by all parties.

How to Tailor the Document to Your Need

  1. Create Document: Click “Create Document” button and the document will be prepared with your account details automatically filled in.

  2. Please fill in any additional information by following the step-by-step guide on the left hand side of the preview document and click the “Next” button.

  3. When you are done, click the “Get Document” button and you can download the document in Word or PDF format.

  4. Please get all parties to review the document carefully and make any final modifications to ensure that the details are correct before signing the document. Each party should have a copy of the executed document.

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private equity
syndicate investors
PE investors
founders agreement

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