Investment Agreements Legal Agreements
Browse 49 professionally drafted investment agreements legal agreements from 30 years of commercial practice. Editable Word documents, free during our launch round.
49 documents available · free for the first 50· Editable .docx format
Accredited Investor Questionnaire [Company] Inc
Uploaded document: Accredited Investor Questionnaire [Company] Inc.docx (23.9 KB)
Amended and Restated Term Sheet
Amended and Restated Term Sheet - attorney-drafted template. Party names and deal-specific details have been replaced with neutral placeholders. Review before use.
Amended and Restated Term Sheet (Annotated)
Amended and Restated Term Sheet (Annotated) - attorney-drafted template. Party names and deal-specific details have been replaced with neutral placeholders. Review before use.
Amendment Term Sheet for Services Agreement
Amendment Term Sheet for Services Agreement - attorney-drafted template. Party names and deal-specific details have been replaced with neutral placeholders. Review before use.
Assignment of Membership Interests of [Company] Investors I LLC DRAFT
Uploaded document: Assignment of Membership Interests of [Company] Investors I LLC DRAFT 1-24-2023.docx (60.3 KB)
Bank Financing Term Sheet
Bank Financing Term Sheet - attorney-drafted template. Party names and deal-specific details have been replaced with neutral placeholders. Review before use.
Board Approval of Stock Plan
Investment agreement template covering subscription, representations, and investor protections.
[Company] [Company] Term Sheet 16 [Company] and [Company] Tracked Changes
Uploaded document: [Company] - [Company] Term Sheet 16 - [Company] and [Company] Tracked Changes 07-09-16.docx (48.1 KB)
[Company] Option Agreement
Uploaded document: [Company] - Option Agreement 3-17-11 v.1.DOC (59.5 KB)
[Company] Seed Series Term Sheet 1 27 2021 DRAFT
Uploaded document: [Company] Seed Series Term Sheet 1-27-2021 DRAFT.doc (44.0 KB)
Convertible Note Term Sheet
Investment agreement template covering subscription, representations, and investor protections.
Convertible Note Term Sheet (v2)
Convertible Note Term Sheet (v2) - attorney-drafted template. Party names and deal-specific details have been replaced with neutral placeholders. Review before use.
Convertible Promissory Note Term Sheet
Convertible Promissory Note Term Sheet - attorney-drafted template. Party names and deal-specific details have been replaced with neutral placeholders. Review before use.
DRAFT [Company] Preliminary Private Placement Memo
Uploaded document: DRAFT [Company] - Preliminary Private Placement Memo 12-2-2010 v3.DOC (447.0 KB)
Enhanced Model Term Sheet V2.0 05262021
Enhanced model term sheet template for venture financing rounds, outlining economic and control terms between founders and investors.
Feedstock Services Agreement Term Sheet
Feedstock Services Agreement Term Sheet - attorney-drafted template. Party names and deal-specific details have been replaced with neutral placeholders. Review before use.
Indicative Non-Binding Term Sheet
Indicative Non-Binding Term Sheet - attorney-drafted template. Party names and deal-specific details have been replaced with neutral placeholders. Review before use.
Joint Venture Term Sheet (Key Terms)
Joint Venture Term Sheet (Key Terms) - attorney-drafted template. Party names and deal-specific details have been replaced with neutral placeholders. Review before use.
Joint Venture Term Sheet (Key Terms, v2)
Joint Venture Term Sheet (Key Terms, v2) - attorney-drafted template. Party names and deal-specific details have been replaced with neutral placeholders. Review before use.
Joint Venture Term Sheet (Key Terms, v3)
Joint Venture Term Sheet (Key Terms, v3) - attorney-drafted template. Party names and deal-specific details have been replaced with neutral placeholders. Review before use.
Joint Venture Term Sheet (Key Terms, v4)
Joint Venture Term Sheet (Key Terms, v4) - attorney-drafted template. Party names and deal-specific details have been replaced with neutral placeholders. Review before use.
Letter of Intent and Term Sheet
Letter of Intent and Term Sheet - attorney-drafted template. Party names and deal-specific details have been replaced with neutral placeholders. Review before use.
Letter of Intent with Option Provisions (Draft)
Letter of Intent with Option Provisions (Draft) - attorney-drafted template. Party names and deal-specific details have been replaced with neutral placeholders. Review before use.
Letter of Intent with Option Provisions (Draft v2)
Letter of Intent with Option Provisions (Draft v2) - attorney-drafted template. Party names and deal-specific details have been replaced with neutral placeholders. Review before use.
Loan Term Sheet (Fixed-Rate Term Loan)
Loan Term Sheet (Fixed-Rate Term Loan) - attorney-drafted template. Party names and deal-specific details have been replaced with neutral placeholders. Review before use.
Offering Memorandum [Company] Investors I LLC
Uploaded document: Offering Memorandum - [Company] Investors I_ LLC.DOC (162.5 KB)
Op Agreeement Term sheet
Investment agreement template covering subscription, representations, and investor protections.
Option Agreement
Option agreement template granting the holder an option to acquire or sell specified property or securities under defined terms.
Option Agreement for Dairy Projects
Option Agreement for Dairy Projects - attorney-drafted template. Party names and deal-specific details have been replaced with neutral placeholders. Review before use.
Private Placement Memorandum Template
Private placement memorandum template for unregistered securities offerings, including issuer disclosures, risk factors and investor terms.
Renewable Natural Gas Project Term Sheet (Draft)
Renewable Natural Gas Project Term Sheet (Draft) - attorney-drafted template. Party names and deal-specific details have been replaced with neutral placeholders. Review before use.
Sample Board Consent Approving Venture Financing Term Sheet
Sample Board Consent Approving Venture Financing Term Sheet - attorney-drafted template. Party names and deal-specific details have been replaced with neutral placeholders. Review before use.
Sample Letter of Intent with Cash and Equity as consideration
Sample letter of intent template with cash and equity consideration. Covers valuation, mix of consideration, and closing conditions.
Sample Term Sheet for EPC Contracts and LOI
Sample Term Sheet for EPC Contracts and LOI - attorney-drafted template. Party names and deal-specific details have been replaced with neutral placeholders. Review before use.
Series C Financing Term Sheet Form
Series C Financing Term Sheet Form - attorney-drafted template. Party names and deal-specific details have been replaced with neutral placeholders. Review before use.
SeriesSeedFormSPA
Series seed stock purchase agreement template. Covers subscription, representations, closing conditions, and investor rights.
Special Purpose Entity Term Sheet Template
Special Purpose Entity Term Sheet Template - attorney-drafted template. Party names and deal-specific details have been replaced with neutral placeholders. Review before use.
SPE Term Sheet Template
Special purpose entity term sheet template. Covers structure, governance, isolation features, and operating restrictions.
SPE Term Sheet Template (v2)
Investment agreement template covering subscription, representations, and investor protections.
Stock Plan
Investment agreement template covering subscription, representations, and investor protections.
Stock Plan Summary
Stock plan summary template describing equity incentive plan terms, award types, vesting and tax considerations for participants.
Stock Subscription Agreement
Stock subscription agreement template governing an investor's purchase of newly issued shares from an issuer.
Term Sheet
Investment agreement template covering subscription, representations, and investor protections.
Term Sheet for Agricultural Laboratory Venture
Term Sheet for Agricultural Laboratory Venture - attorney-drafted template. Party names and deal-specific details have been replaced with neutral placeholders. Review before use.
Term Sheet for Asset Management Agreement (Exhibit to MSA)
Term Sheet for Asset Management Agreement (Exhibit to MSA) - attorney-drafted template. Party names and deal-specific details have been replaced with neutral placeholders. Review before use.
Term Sheet for Biofuel Project (EPC Contractor)
Term Sheet for Biofuel Project (EPC Contractor) - attorney-drafted template. Party names and deal-specific details have been replaced with neutral placeholders. Review before use.
Term Sheet for Bond Issue
Investment agreement template covering subscription, representations, and investor protections.
Term Sheet for EPC Contract (Draft)
Term Sheet for EPC Contract (Draft) - attorney-drafted template. Party names and deal-specific details have been replaced with neutral placeholders. Review before use.
Term Sheet for EPC Contracts and LOI (Draft)
Term Sheet for EPC Contracts and LOI (Draft) - attorney-drafted template. Party names and deal-specific details have been replaced with neutral placeholders. Review before use.
Looking for something specific? Let Portia help you find the right document.
Ask PortiaFrequently asked questions
- What investment agreements agreements can I download here?
- We currently offer 49 attorney-drafted investment agreements agreements, each delivered as an editable Microsoft Word (.docx) document. Browse the list above or use search to find a specific template.
- Are these investment agreements templates drafted by a lawyer?
- Yes. Every template comes from a library built over 30 years of real-world commercial practice. They are provided for information only and are not a substitute for legal advice for your specific situation.
- How much does a investment agreements template cost?
- Nothing during our launch round — the first 50 documents go out free, one per person. After that it is a one-time $12.99 purchase, no subscription. Either way you receive an editable .docx download within about 60 seconds, with 12-month access.
- Can I edit the investment agreements template after I buy it?
- Yes. Documents are delivered in editable Word format so you can tailor the parties, terms, and clauses to your specific deal before signing.
Browse other categories
This document is a starting-point template only. It does not constitute legal advice, and no attorney-client relationship is created by your use of this site. Consult a licensed attorney in the relevant jurisdiction before execution.