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What this is: The record of one specific equity deal: money is invested and new shares are issued in return, at a stated valuation and under stated conditions.

Used in: Volume 03, Chapter 12: Legal Agreements

1

INVESTMENT AGREEMENT

Date: ____________

1. Parties

Company: ______________________ (reg. no. ____________) Founder(s): ______________________ Investor: ______________________

2. The Investment (Ch. 3, Ch. 11)

TermValue
Investment amount₦ ______________________
Agreed pre-money valuation (method used: ______________)₦ ______________________
Post-money valuation₦ ______________________
Price per share (pre-money ÷ existing shares)₦ ______________________
New shares to be issued______________________
Resulting investor ownership______ %
Share class (Ch. 4)Ordinary Preferred · Voting Non-voting · Redeemable

3. Payment and Completion

Funds to account ______________________ by ____________. Shares issued, registers and cap table updated, and share certificate delivered within ____ days of receipt. Authorizing Board Resolution attached as Schedule B.

4. Conditions Before Completion

Signed Shareholders' Agreement Company registration current Books available for inspection Other: ______________

5. Founder & Company Statements (Warranties)

The founder and company confirm: the shares are validly issued and unencumbered; the attached accounts are true to the best of their knowledge; no undisclosed debts, lawsuits, or share promises exist; the cap table in Schedule A is complete.

6. Investor Acknowledgements (Ch. 6!)

The investor confirms understanding that: this is equity, not a loan; there is no guaranteed repayment or dividend; the investment may lose value up to its full amount; returns depend on business performance; shares are subject to the lock-in and transfer rules of the Shareholders' Agreement.

7. Use of Funds

The investment will be applied to: ______________________________ (e.g., "second workshop lease and four industrial machines").

8. Governing Framework

This agreement operates together with the Shareholders' Agreement dated ____________, which governs ongoing rights. Disputes follow that agreement's clause 10 ladder.

Signatures

SignatureNameDate
For the Company
Founder
Investor
Witness