Investment Agreement Between Two Parties Template for New Zealand

Create a bespoke document in minutes,  or upload and review your own.

4.6 / 5
4.8 / 5

Let's create your Investment Agreement Between Two Parties

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

Investment Agreement Between Two Parties

"I need an Investment Agreement Between Two Parties for a NZD 2 million investment into a tech startup, with the investment to be made in two equal tranches by March 2025, including specific provisions for board representation and anti-dilution protection."

Document background
The Investment Agreement Between Two Parties is a crucial legal document used in New Zealand when one party (the investor) seeks to make a financial investment in another party (typically a company or business venture). This document is essential for both domestic and international investments in New Zealand, subject to the jurisdiction's regulatory framework including the Financial Markets Conduct Act 2013, Companies Act 1993, and where applicable, the Overseas Investment Act 2005. The agreement comprehensively details the investment terms, shareholding structure, governance rights, protective provisions, and exit mechanisms. It serves as the primary document governing the relationship between the investor and investee, establishing clear rights, obligations, and procedures for various scenarios that may arise during the investment period. The agreement is particularly important in New Zealand's business environment, which emphasizes transparency, fair dealing, and robust investor protection.
Suggested Sections

1. Parties: Identifies and provides full legal details of all parties to the agreement

2. Background: Sets out the context and purpose of the investment agreement, including brief description of the business and investment opportunity

3. Definitions and Interpretation: Defines key terms used throughout the agreement and establishes rules for interpretation

4. Investment Terms: Details the amount, form, and nature of the investment, including payment terms and mechanics

5. Conditions Precedent: Specifies any conditions that must be satisfied before the investment becomes effective

6. Warranties and Representations: Sets out the assurances given by each party regarding their capacity, authority, and other material facts

7. Rights and Obligations: Outlines the ongoing rights and obligations of all parties post-investment

8. Governance Rights: Details voting rights, board representation, and other control mechanisms

9. Transfer Restrictions: Specifies limitations on transferring investment interests and any pre-emptive rights

10. Exit Provisions: Details the mechanisms and processes for investment exit, including drag-along and tag-along rights

11. Confidentiality: Establishes obligations regarding confidential information

12. Dispute Resolution: Sets out the process for resolving disputes between parties

13. General Provisions: Contains standard boilerplate clauses including notices, amendments, and governing law

Optional Sections

1. Anti-Dilution Rights: Protection mechanisms for investors against future dilution of their investment - used in cases where future capital raising is anticipated

2. Information Rights: Specific rights regarding access to company information and reporting - typically included for minority investors

3. Conversion Rights: Terms for converting different classes of securities - relevant for convertible investments

4. Tag-Along Rights: Right to join in sale of shares by other investors - important for minority investor protection

5. Drag-Along Rights: Right to force other shareholders to join in sale - typically included for majority investors

6. Dividend Policy: Specific terms regarding dividend distributions - included when regular distributions are anticipated

7. Non-Compete and Non-Solicitation: Restrictions on competitive activities - relevant when investors have access to sensitive information

8. Intellectual Property Rights: Specific provisions regarding IP ownership and usage - important for technology or IP-heavy investments

Suggested Schedules

1. Schedule 1: Investment Details: Detailed breakdown of investment amount, valuation, and ownership structure

2. Schedule 2: Company Information: Key company details including corporate structure, subsidiaries, and material contracts

3. Schedule 3: Warranties: Comprehensive list of warranties given by the company and existing shareholders

4. Schedule 4: Reserved Matters: List of decisions requiring investor approval

5. Schedule 5: Business Plan: Detailed business plan and financial projections

6. Schedule 6: Key Personnel: Details of key management and their service agreements

7. Appendix A: Share Capital Table: Pre and post-investment capitalization table

8. Appendix B: Required Regulatory Approvals: List of regulatory approvals required (if any) and their status

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant legal definitions
Clauses
Relevant Industries

Technology and Software

Real Estate

Manufacturing

Financial Services

Healthcare

Renewable Energy

Agriculture

Retail

Education

Infrastructure

Mining and Resources

Professional Services

Tourism and Hospitality

Media and Entertainment

Relevant Teams

Legal

Finance

Corporate Development

Investment

Compliance

Risk Management

Executive Leadership

Board of Directors

Corporate Secretariat

Treasury

Mergers and Acquisitions

Relevant Roles

Chief Executive Officer

Chief Financial Officer

Investment Manager

Legal Counsel

Corporate Lawyer

Investment Analyst

Business Development Manager

Company Director

Company Secretary

Finance Director

Venture Capital Partner

Private Equity Manager

Risk Manager

Compliance Officer

Corporate Development Manager

Industries
Contract and Commercial Law Act 2017: This Act provides the fundamental legal framework for contract formation, enforcement, and remedies in New Zealand. It governs basic contractual principles such as offer, acceptance, consideration, and contractual interpretation.
Financial Markets Conduct Act 2013: Regulates financial markets and financial products in New Zealand. Important for investment agreements as it sets out disclosure requirements, licensing obligations, and rules around financial product offerings.
Companies Act 1993: Relevant for investments involving company shares or business assets, setting out rules for company structure, shareholder rights, and corporate governance requirements.
Overseas Investment Act 2005: Critical if the investment involves overseas investors or sensitive New Zealand assets. Sets out consent requirements and criteria for foreign investments.
Anti-Money Laundering and Countering Financing of Terrorism Act 2009: Establishes requirements for due diligence and verification of investment sources to prevent money laundering and terrorism financing.
Income Tax Act 2007: Governs the tax implications of investments, including treatment of capital gains, dividend payments, and other investment-related income.
Fair Trading Act 1986: Ensures fair trading practices and prohibits misleading conduct in business transactions, including investment dealings.
Privacy Act 2020: Regulates how personal information of the parties involved must be collected, used, and protected throughout the investment process.
Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

Find the exact document you need

Share Partner Agreement

A New Zealand-governed agreement establishing the terms and conditions of share partnership arrangements, including ownership rights, obligations, and governance structures.

find out more

Capital Raising Agreement

A New Zealand-governed agreement setting out terms for investment in a company, including share issuance, investor rights, and regulatory compliance requirements.

find out more

Bilateral Investment Agreement

A New Zealand law-governed agreement establishing terms and protections for cross-border investment between two parties.

find out more

Business Investment Contract

A New Zealand-governed agreement establishing terms and conditions for business investment transactions, including investment structure, rights, obligations, and exit provisions.

find out more

Venture Capital Agreement

A New Zealand-governed agreement establishing terms and conditions for venture capital investment, including investment structure, shareholder rights, and exit provisions.

find out more

Project Investment Agreement

A New Zealand-governed agreement establishing terms and conditions for project investment, including investment structure, governance, and regulatory compliance.

find out more

Loss Share Agreement

A New Zealand-governed agreement establishing terms for sharing financial losses between parties, defining calculation methods and payment mechanisms under local law.

find out more

Agreement For Transfer Of Shares

A legal document governed by New Zealand law that facilitates the transfer of company shares between parties, outlining terms, conditions, and completion requirements.

find out more

Rental Property Partnership Agreement

A New Zealand-compliant partnership agreement for rental property investment and management operations, governing partner relationships and property management responsibilities.

find out more

Simple Agreement For Future Equity

A New Zealand-compliant investment agreement that provides rights to future equity in early-stage companies, governed by NZ law.

find out more

Debt Investment Agreement

New Zealand-governed agreement establishing terms for debt investment, including loan amount, interest, repayment terms, and parties' rights and obligations.

find out more

Mutual Fund Agreement

A New Zealand-governed agreement establishing and regulating a mutual fund investment scheme, setting out rights and obligations of all parties involved.

find out more

Friends And Family Investment Agreement

A New Zealand-compliant legal agreement formalizing investment arrangements between family members or friends, establishing investment terms while preserving personal relationships.

find out more

Profit Sharing Agreement For Investors

A New Zealand-compliant legal agreement establishing profit-sharing arrangements between businesses and investors, including calculation methods, distribution terms, and investor rights.

find out more

Letter Of Intent For Purchase Of Commercial Property

A preliminary document under New Zealand law expressing intent to purchase commercial property and outlining key terms for negotiation.

find out more

Investment Guarantee Agreement

A New Zealand-governed agreement establishing investment protection terms between a guarantor and investor, outlining guarantee conditions and claim procedures.

find out more

Co Investment Agreement

A New Zealand-governed agreement establishing terms for multiple parties to jointly invest in a specific opportunity, covering investment structure, governance, and investor rights.

find out more

Company Share Agreement

A New Zealand-governed agreement establishing share ownership rights, transfer procedures, and shareholder obligations within a company.

find out more

Repurchase Agreement

A New Zealand law-governed agreement documenting the sale and future repurchase of securities between financial institutions, including pricing, margin, and default provisions.

find out more

Stock Swap Agreement

A New Zealand law-governed agreement facilitating the exchange of shares between companies, detailing swap terms, valuations, and regulatory compliance requirements.

find out more

Investment Partnership Agreement

A New Zealand-governed agreement establishing an investment partnership structure, defining partner relationships, capital arrangements, and operational framework.

find out more

Investment Agreement Between Two Parties

A New Zealand-governed agreement establishing the terms and conditions for an investment transaction between two parties, including investment amount, rights, and obligations.

find out more

Download our whitepaper on the future of AI in Legal

By providing your email address you are consenting to our Privacy Notice.
Thank you for downloading our whitepaper. This should arrive in your inbox shortly. In the meantime, why not jump straight to a section that interests you here: https://www.genieai.co/our-research
Oops! Something went wrong while submitting the form.

Genie’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; Genie’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

Our bank-grade security infrastructure undergoes regular external audits

We are ISO27001 certified, so your data is secure

Organizational security

You retain IP ownership of your documents

You have full control over your data and who gets to see it

Innovation in privacy:

Genie partnered with the Computational Privacy Department at Imperial College London

Together, we ran a £1 million research project on privacy and anonymity in legal contracts

Want to know more?

Visit our Trust Centre for more details and real-time security updates.