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Investment Club Agreement
"Need an Investment Club Agreement for a group of 10 tech professionals in Singapore who want to pool $500,000 to invest primarily in Southeast Asian startups, with monthly contributions and quarterly revaluation of investments starting March 2025."
1. Parties: Identification and details of all club members
2. Background: Purpose and context of the investment club formation
3. Definitions: Key terms used throughout the agreement
4. Club Structure: Legal structure and governance framework
5. Membership: Requirements, rights, and obligations of members
6. Contributions: Rules for financial contributions and capital calls
7. Investment Policy: Investment objectives, strategies, and restrictions
8. Management: Decision-making processes and management structure
9. Accounts and Records: Financial reporting and record-keeping requirements
10. Termination: Conditions and procedures for termination
1. Advisory Board: Structure and role of advisory board - used for larger clubs with external advisors
2. Special Projects: Provisions for specific investment projects - used when club plans specific investment initiatives
3. International Investments: Rules for foreign investments - used if club plans to invest internationally
1. Member Register: List of current members and their details
2. Investment Guidelines: Detailed investment policies and procedures
3. Contribution Schedule: Schedule of member contributions
4. Valuation Methodology: Procedures for valuing investments
5. Risk Disclosure: Detailed risk factors and disclaimers
Authors
Club
Member
Units
Investment Committee
Capital Contribution
Capital Account
Investment Policy
Valuation Date
Distribution
Withdrawal
Officers
Business Day
Investment Manager
Net Asset Value
Permitted Investments
Governing Law
Extraordinary Resolution
Financial Year
Confidential Information
Membership
Capital Contributions
Investment Objectives
Management Structure
Decision Making
Voting Rights
Profit Distribution
Loss Allocation
Valuation
Withdrawal Rights
Transfer Restrictions
Confidentiality
Record Keeping
Dispute Resolution
Termination
Indemnification
Amendments
Notices
Governing Law
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