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Investment Contribution Agreement

Free investment contribution agreement template — an investor agrees to contribute capital to a business in exchange for an ownership interest.

This free investment contribution agreement covers 1. Contribution, 2. Payment, 3. Issuance of Interest, 4. Representations, 5. Investor Representations with 10 clearly marked [placeholder] fields to fill in — built for small businesses and individuals documenting a loan or expense putting financial terms in writing so both sides have a clear, shared record. Copy it into your own word processor, fill in the placeholders, and review it — or adapt it — before use. It's part of docstoc's free document template library, alongside business, legal, real estate, finance, and HR templates. Every template here is free to copy with no signup required, and each one carries a plain disclaimer: this is a starting point for informational purposes, not a substitute for advice from a licensed professional in your jurisdiction.

Template — click to edit

Investment Contribution Agreement

Company: [Company Name] · Investor: [Name] · Date: [Date]

1. Contribution

Investor agrees to contribute [Amount] to Company, in exchange for [%] ownership interest / [Number] shares/units, representing a valuation of [Pre-money valuation, if applicable].

2. Payment

Contribution will be made [in full upon signing / in installments per the schedule in Exhibit A], via [Method].

3. Issuance of Interest

Upon receipt of the contribution, Company will issue Investor [shares/membership units/other instrument], and update its [cap table/member ledger] accordingly.

4. Representations

Company represents that: it is duly formed and in good standing, has the authority to issue the interest described, and has disclosed all material information relevant to Investor's decision to invest.

5. Investor Representations

Investor represents that they are investing for their own account (not for resale), understand the risks of an illiquid, early-stage investment, and [qualify as an accredited investor, if required for the applicable securities exemption].

6. Use of Funds

Company will use the contributed funds for [Purpose — e.g. general working capital, a specific project].

7. Rights of the New Interest

[Reference the specific rights attached to the interest — voting, information rights, anti-dilution — per the company's governing documents or a separate term sheet.]


Company: ______________________ Date: ____________ Investor: ______________________ Date: ____________

*This document is provided for informational and educational purposes only and does not constitute legal advice. Issuing an ownership interest in exchange for investment is a securities transaction subject to federal and state securities law — even a single investor contribution to a small private company generally needs to rely on a specific registration exemption, so have this reviewed by securities counsel before closing.*

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What's included

Who this template is for

Freelancers & solo founders

Handling routine business paperwork without commissioning custom legal drafting for every document.

Small businesses

Standardizing recurring documents — leases, agreements, notices — across a growing operation.

Anyone reviewing before signing

Using a clear starting structure to understand what a document should cover, even if a lawyer finalizes it.

Informal lending & reimbursements

Money changing hands between people or a business and its team, without a bank's paperwork.

FAQ

Is this investment contribution agreement template really free?

Yes — this Investment Contribution Agreement template on docstoc is free to view, edit online, and download as a PDF with no account or signup required.

What does this investment contribution agreement cover?

This finance template includes 1. Contribution, 2. Payment, 3. Issuance of Interest, 4. Representations. Fill in the [bracketed] placeholders, edit any clause online, then download a PDF — the docstoc.io footer stays on every export.

Is this legal advice?

No. Financial documents like this can touch usury limits, lending disclosure rules, or tax treatment that vary by state and by amount — details a general template can't know. Have an accountant or attorney review the actual terms before money changes hands based on this.

Can I edit the wording?

Yes — edit directly on the page, adjust any section or clause, and re-fill the 10 placeholder fields to match your situation before downloading a PDF. It's a starting structure, not a rigid script.

Where can I find more free templates like this?

Browse more free finance and related document templates in the docstoc library at /document-templates/.

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