Get your professionally crafted partnership agreement template designed specifically for investment partnerships. Whether you’re forming a new investment venture or formalising arrangements with co-investors, this downloadable template provides a clear, comprehensive foundation so you can focus on the deal—not the paperwork.
What’s included
- A fully-editable Word (or PDF) document covering all key partnership terms: capital contributions, ownership interests, profit & loss sharing, management decision-making, bank accounts, withdrawal/termination rules and more.
- Pre-filled headings and placeholder fields so you can simply plug in your details and customise as needed.
- Clear clause-structure that’s easy to follow—suitable for business owners, financial partners or general counsel alike.
- Optional exhibits (e.g., Exhibit A – Contribution Schedule, Exhibit B – Investment Plan) to support your investment-specific needs.
Why you’ll benefit
- Speed & efficiency: Saves you hours versus drafting from scratch.
- Clarity & structure: Ensures all key elements of an investment partnership are addressed in one document.
- Risk-aware drafting: Includes clauses on dispute resolution, governing law and partner withdrawal so you’re covered down the line.
- Professional presentation: Enables you to present a polished agreement to your co-investors or legal advisor without needing to craft it yourself.
Before you download, keep in mind
- This template is intended for general use and does not replace tailored legal advice. Investment structures, jurisdictional rules and tax/regulatory circumstances vary—always consult with a qualified attorney for your specific situation.
- Review and customise all highlighted fields carefully so the document reflects your actual partnership arrangements (capital amounts, ownership percentages, term, territory, contributions, etc.).
- Consider whether your investment structure needs additional clauses (e.g., special voting rights, vesting, carry interests, buy-out rights, regulatory compliance) and include them as needed.
How it works
- Click the “Download” button.
- Choose your preferred format (Word /.DOCX or PDF).
- Open the file and fill in your partnership details in the placeholder fields.
- Customise any clauses to fit your investment model, have your legal advisor review it, then sign and execute.
