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Investor Agreement
Free investor agreement outline template — sets the terms for an individual investing money into a business.
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This free investor agreement covers 1. Investment, 2. Use of Funds, 3. Investor Rights, 4. Representations, 5. Risk Acknowledgment with 7 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.
Investor Agreement
Company: [Company Name] Investor: [Name] Date: [Date]
1. Investment
Investor invests [Amount] in Company in exchange for [equity of [%] / a convertible note / a revenue share of [%] — specify the actual instrument].
2. Use of Funds
Company will use the investment for: [Purpose — e.g. "product development and initial marketing"].
3. Investor Rights
[Describe — e.g. "Investor receives quarterly financial updates" and/or "information rights" and/or "a board observer seat," if applicable.]
4. Representations
Company represents it is duly organized and has the authority to accept this investment. Investor represents they are investing with funds legally available to them and, if required, that they qualify as an accredited investor.
5. Risk Acknowledgment
Investor acknowledges this is a high-risk investment that could result in total loss, and that they have had the opportunity to ask questions and review Company's materials.
6. Governing Law
This Agreement is governed by the laws of [State].
Company: ______________________ Date: ____________ Investor: ______________________ Date: ____________
*This document is provided for informational and educational purposes only and does not constitute legal advice. Raising money from investors — even friends and family — triggers real securities law obligations in almost every country. Use a licensed securities attorney to structure and document an actual investment; the specific instrument (equity, SAFE, convertible note, revenue share) has very different legal and tax consequences.*
Edit directly in the box above. Download PDF anytime — the docstoc.io footer is always included and cannot be removed.
What's included
- Edit online — click the document, fill in placeholders, download a PDF
- 6 standard sections: 1. Investment, 2. Use of Funds, 3. Investor Rights, 4. Representations, 5. Risk Acknowledgment, 6. Governing Law
- 7 clearly marked [placeholder] fields for quick personalizing
- Free to use — no account or signup required
- Fully editable — adjust any clause to match your actual situation
- Includes a signature block, ready to print or sign digitally
- Fixed docstoc.io footer on every PDF (not removable)
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 investor agreement template really free?
Yes — this Investor Agreement template on docstoc is free to view, edit online, and download as a PDF with no account or signup required.
What does this investor agreement cover?
This finance template includes 1. Investment, 2. Use of Funds, 3. Investor Rights, 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 7 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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Templates are drafted for general use, not a substitute for legal advice — check the note on each page for specifics.
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