Investment Agreements Legal Agreements
Browse 35 professionally drafted investment agreements legal agreements from 30 years of commercial practice. Editable Word documents, free during our launch round.
35 documents available · free for the first 50· Editable .docx format
Accredited Investor Questionnaire
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.
Assignment of Membership Interests
Uploaded document: Assignment of Membership Interests of [Company] Investors I LLC DRAFT 1-24-2023.docx (60.3 KB)
Common Stock Purchase Agreement with Vesting
Common stock purchase agreement template with vesting provisions, governing issuance, restrictions and repurchase rights.
Convertible Note Term Sheet
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.
Enhanced Model Venture Financing Term Sheet (v2)
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.
Investment Proposal Letter with Outline of Terms (Long Form)
Investment Proposal Letter with Outline of Terms (Long Form) - attorney-drafted template. Party names and deal-specific details have been replaced with neutral placeholders. Review before use.
Investor Rights Agreement
Uploaded document: InvestorRightsAgreement.doc (121.0 KB)
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
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.
Notice of Stock Option Grant
Option agreement template granting the holder an option to acquire or sell specified property or securities under defined terms.
Offering Memorandum (Membership Interests)
Uploaded document: Offering Memorandum - [Company] Investors I_ LLC.DOC (162.5 KB)
Option Agreement
Uploaded document: [Company] - Option Agreement 3-17-11 v.1.DOC (59.5 KB)
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.
Preliminary Private Placement Memorandum (Tax-Exempt Bonds)
Uploaded document: DRAFT [Company] - Preliminary Private Placement Memo 12-2-2010 v3.DOC (447.0 KB)
Private Placement Memorandum (California Limited Partnership)
Private placement memorandum template for unregistered securities offerings, including issuer disclosures, risk factors and investor terms.
Private Placement Term Sheet (Tracked Changes)
Uploaded document: [Company] - [Company] Term Sheet 16 - [Company] and [Company] Tracked Changes 07-09-16.docx (48.1 KB)
Seed Series Term Sheet
Uploaded document: [Company] Seed Series Term Sheet 1-27-2021 DRAFT.doc (44.0 KB)
Series A Preferred Stock Purchase Agreement
Uploaded document: SeriesAPreferredStock.doc (109.5 KB)
Series A Term Sheet (Agriculture Technology Company)
Series A Term Sheet (Agriculture Technology Company) - attorney-drafted template. Party names and deal-specific details have been replaced with neutral placeholders. Review before use.
Series C Financing Term Sheet
Series C Financing Term Sheet Form - attorney-drafted template. Party names and deal-specific details have been replaced with neutral placeholders. Review before use.
Series Seed Preferred Stock Investment Agreement (Redline)
Uploaded document: redline---stock-investment-agreement-3-2-v-3-1.doc (196.0 KB)
Series Seed Preferred Stock Purchase Agreement
Series seed stock purchase agreement template. Covers subscription, representations, closing conditions, and investor rights.
Special Purpose Entity Term Sheet
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
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 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 Bond Issue
Investment agreement template covering subscription, representations, and investor protections.
Warrant Agreement
Warrant Agreement - attorney-drafted template. Party names and deal-specific details have been replaced with neutral placeholders. Review before use.
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Ask PortiaFrequently asked questions
- What investment agreements agreements can I download here?
- We currently offer 35 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.
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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.