39 Best Investment Contract Templates

1. Clear scope and definitions Define the investment type, amount, instrument, key milestones, and ownership outcome upfront. Include precise definitions to avoid ambiguous interpretations later.

2. Compliance and risk disclosures Include required regulatory disclosures, investor eligibility, and risk warnings. Align language with applicable securities laws and ensure only qualified investors participate if required.

3. Amendment, exit, and transfer terms Specify how the contract can be amended, how exits or conversions occur, any liquidation preferences, and transfer restrictions. This helps protect interests and provides a clear path for changes or termination.