# Investment agreement template

> Free investment agreement template covering investment amount, equity or return, investor rights, warranties and exit terms. Download the PDF.

*Investment agreement*

## Investment agreement *template*

A record of what was invested, what the investor receives in return, and what rights come with it. This template gives you a structured starting point for those conversations — with the caveat that investment documents are the ones most worth having a lawyer read.

[Download Word template](https://media.cloudfiles.io/pages/templates/investment-agreement.docx) · [Download PDF](https://media.cloudfiles.io/pages/templates/investment-agreement.pdf) · [All templates](/templates)

*Who it's for*

## Who uses this template

- **Founders raising early capital** — You are taking investment from an angel or a small group and need the terms recorded properly rather than in an email thread.
- **Angel investors** — You want your shareholding, information rights and protections written down before funds are transferred.
- **Small businesses taking outside funding** — You are bringing in a partner or investor and need the return, timeline and governance terms agreed.

*What's inside*

## What the template covers

Every section below is already drafted in the document, with placeholders marking the details you need to fill in.

- **Investment amount and structure** — How much is being invested, in what form, and the schedule for transferring funds.
- **Equity or return** — What the investor receives — a shareholding, a defined return, or another instrument — and how it is calculated.
- **Investor rights** — Information rights, reporting expectations, and any consent required for significant company decisions.
- **Representations and warranties** — What the company confirms to be true about its position at the time of investment.
- **Conditions and completion** — Anything that must happen before the investment completes, and what completion involves.
- **Exit and transfer** — How the investor's interest may be transferred or realised later.

*Free download*

## Download the investment agreement template

An editable Word document you can drop your own details into, or a print-ready PDF. Both free — no form, no email address required.

[Download Word template](https://media.cloudfiles.io/pages/templates/investment-agreement.docx) · [Download PDF](https://media.cloudfiles.io/pages/templates/investment-agreement.pdf)

*Do this automatically*

## Generate this document from *your CRM*

A template still means someone opens a file and retypes the names, dates and figures for every new agreement. CloudFiles Document Generation produces the finished document from a Salesforce or HubSpot record — the same structure, populated with real data, generated in seconds and filed straight back against the record it came from.

## Frequently asked questions

**Q: Should I have a lawyer review this?**
Yes — more so than any other template in this library. Investment agreements interact with company law, securities regulation and your existing shareholder arrangements, all of which vary by jurisdiction. Use this to prepare and to understand the structure, then have it reviewed properly before signing.

**Q: Does this work for convertible instruments?**
It is written for a straightforward equity or defined-return investment. Convertible notes and SAFEs have their own mechanics — valuation caps, discount rates, conversion triggers — that this template does not attempt to cover.

**Q: What if there are several investors?**
The template is structured for a single investor. For a round with several participants, the same terms would normally be issued to each, alongside a shareholders' agreement dealing with how they act collectively.

**Q: Can I edit this template?**
Yes — download the Word (.docx) version and edit it like any other document. Placeholders mark every detail you need to replace. The PDF is there when you just want to read, print or send it as-is.

**Q: Is this template legal advice?**
No. It is a general drafting starting point and has not been reviewed for your jurisdiction or your circumstances. Contract law varies considerably between countries and states, so have a qualified lawyer review any agreement before you rely on it.

**Q: Do I have to give my email address to download it?**
No. Both download links on this page go straight to the file — there is no form and no sign-up.

*Beyond templates*

## Generate your documents from your CRM

See how teams turn documents like this one into automated output produced straight from Salesforce or HubSpot records.

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