Free Sample Personal Investment Contract Template

Sample Personal Investment Contract

This Personal Investment Contract ("Contract") is made and entered into on this 5th day of June, 2057, by and between Lester Nolan ("Investor") and [YOUR NAME], representing [YOUR COMPANY NAME] ("Recipient"). Collectively referred to as the "Parties."

I. PURPOSE OF THE CONTRACT

The purpose of this Contract is to formalize the terms and conditions under which the Investor will provide financial investment to the Recipient for the development, growth, or operation of a next-generation solar energy initiative focused on sustainable urban solutions ("Investment Project").

II. INVESTMENT DETAILS

  1. Investment Amount: The Investor agrees to invest the sum of $250,000 in the Investment Project.

  2. Payment Schedule: The investment will be transferred to the Recipient on June 15, 2057, via wire transfer.

  3. Ownership or Equity Stake: In return for the investment, the Investor will receive:

    • 15% equity ownership in the business.

    • A fixed annual return of 8% on the investment for a period of 5 years.

III. OBLIGATIONS OF THE RECIPIENT

  1. Use of Funds: The Recipient agrees to use the investment solely for the purposes outlined in the project’s business plan, including equipment procurement, operational expenses, and marketing.

  2. Reports: The Recipient will provide the Investor with:

    • Quarterly financial statements by the 15th day of the following month.

    • An annual performance report detailing milestones achieved and projections for the following year.

  3. Transparency: The Recipient will grant the Investor reasonable access to financial records related to the Investment Project upon request.

IV. OBLIGATIONS OF THE INVESTOR

  1. Timely Investment: The Investor agrees to provide the funds in accordance with the schedule outlined in Section II.

  2. Non-Interference: The Investor shall not interfere with the day-to-day operations of the Recipient unless explicitly agreed otherwise.

V. TERM AND TERMINATION

  1. Contract Term: This Contract shall remain in effect until June 15, 2062, or until the Investor has received the agreed return on investment, unless terminated earlier.

  2. Termination Conditions: Either Party may terminate this Contract under the following conditions:

    • Mutual agreement in writing.

    • Material breach of terms by either Party.

    • Bankruptcy or insolvency of the Recipient.

VI. DISPUTE RESOLUTION

  1. Governing Law: This Contract shall be governed by the laws of the State of Florida.

  2. Arbitration: Any disputes arising under this Contract shall be resolved through binding arbitration in accordance with the rules of the American Arbitration Association (AAA). Arbitration proceedings will take place in Orlando, Florida.

VII. GENERAL PROVISIONS

  1. Confidentiality: Both Parties agree to maintain the confidentiality of proprietary information disclosed during the term of this Contract.

  2. Amendments: Any modifications to this Contract must be made in writing and signed by both Parties.

  3. Entire Agreement: This Contract constitutes the entire agreement between the Parties and supersedes all prior negotiations or agreements.

VIII. SIGNATURES

By signing below, the Parties acknowledge and agree to the terms and conditions outlined in this Contract.

Investor's Signature:
Lester Nolan
Date: June 5, 2057

Recipient's Signature:
[YOUR NAME], [YOUR COMPANY NAME]
Date: June 5, 2057

Contract Templates @ Template.net