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Agreement Between Investors Form

Use a Agreement Between Investors template to make your document workflow more streamlined.

What an agreement between investors does

An Agreement Between Investors Form records how two or more investors will contribute capital, share ownership or economic rights, make decisions, transfer interests, and resolve disputes. It normally identifies each investor, the investment or entity, contribution obligations, percentages, distributions, voting rights, confidentiality terms, and governing law. The parties review the completed document, sign it, and retain the executed version with its amendments. For U.S. transactions, ESIGN and applicable state electronic-transactions law can recognize electronic signatures when intent, consent, attribution, and record retention are established; counsel should assess the specific deal and state requirements.

Business types using investor agreements

The form supports investment arrangements ranging from founder-led ventures to recurring, centrally managed transactions involving multiple signers.

  • Solo founders can document a co-investor’s contribution, ownership percentage, voting rights, and exit terms before accepting capital, keeping the signed agreement and audit trail together for later reference.
  • Real-estate investment groups can route agreements among multiple participants, preserve each approval, and coordinate signing without requiring every investor to attend the same meeting.
  • Enterprise finance teams can standardize investor agreements through shared templates, delegated sending, role-based access, and controlled archival across recurring investment transactions.

These tasks are executed by both individual contributors and centralized administrators depending on organizational policy and required controls.

Who uses this investor agreement

Private ventures

Founders and co-investors use the form to document capital contributions, ownership percentages, voting arrangements, distributions, transfer restrictions, and dispute procedures before launching or funding a venture.

Investment transactions

Real-estate and financial-services teams use it to coordinate multiple investors, preserve approval evidence, and route signed agreements while protecting transaction and ownership information.

Features for investor agreements

signNow combines field preparation, investor routing, mobile signing, reusable templates, and audit evidence around the specific agreement being executed.

Field detection

Upload the approved Agreement Between Investors Form and review detected fields before assigning signatures, initials, dates, and entity-representative fields to specific investors.

Signer routing

Route one agreement to multiple investors in a defined sequence or parallel workflow, reducing uncertainty about whose approval remains outstanding.

Audit trail

Preserve timestamps, signer actions, delivery events, and document history with the completed agreement, creating a connected execution record for the transaction.

Reusable templates

Use reusable templates for recurring investor arrangements while updating transaction-specific parties, contributions, percentages, and exhibits before each send.

Mobile signing

Let investors review and sign assigned agreement fields from signNow mobile apps when a desktop meeting is impractical or unavailable.

Secure records

Store completed agreements with controlled access and export the signed PDF and audit trail for organizational records, reviews, or future amendments.

How to complete the investor agreement

Prepare the approved Agreement Between Investors Form, then use signNow to identify fields, route signatures, and preserve the executed record.

  • Upload document: Upload the investor agreement to signNow.
  • Detect fields: Auto-detect fillable areas and review them.
  • Assign signers: Assign signature fields to each investor.
  • Complete and archive: Send, sign, and store the completed agreement.
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Recommended investor agreement setup

Configure the agreement around verified signer identity, document integrity, controlled access, and retention requirements for the transaction.

SettingRecommendation
Authentication methodEmail link with SMS OTP
Signature typeLegally binding eSignature
Audit trailCapture and export completion history
Document retentionSet term by record purpose
EncryptionTLS 1.2/1.3 and AES-256

What the investor agreement audit trail records

The signNow audit trail preserves technical evidence around each investor’s signing event, helping connect the executed agreement with signer identity, timing, and document history.

01

Authenticate signer:

Records the authentication event tied to the investor’s signing session.
02

Capture timestamps:

Captures when each agreement action occurs.
03

Hash document:

Associates document content with an integrity record.
04

Seal document:

Seals the completed record against unnoticed changes.
05

Log actions:

Logs views, signatures, reminders, and completion events.
06

Retrieve evidence:

Provides the completed agreement and audit trail for export.

Connect investor agreements to business systems

Connect investor agreements with CRM, ERP, cloud storage, accounting, and project-management systems to reduce duplicate entry and preserve signed records.

Salesforce
Procore
Zapier
Microsoft Teams
Hub spot
Box
Microsoft

Security for investor agreements

Transport encryption:

TLS 1.2/1.3 in transit

Storage encryption:

AES-256 at rest

Security reporting:

SOC 2 Type II certified

Information security:

ISO 27001 certified

Electronic signatures:

ESIGN and UETA compliant

Health information:

HIPAA compliant with BAA

Challenges when preparing investor agreements

  • Investor names, ownership percentages, contribution amounts, and voting rights may be recorded inconsistently across agreement sections.
  • Unclear funding milestones can create disputes about when an investor must contribute capital or when a condition is satisfied.
  • Unsigned exhibits, schedules, or amendments can leave the executed agreement incomplete and weaken evidence of the parties’ full arrangement.
  • Using a generic agreement without state-specific review may omit entity, securities, tax, or governing-law provisions relevant to the investment.

Practical preparation guidance

Use a controlled document, verify the transaction terms, and preserve evidence for every investor agreement before and after signing.

Verify investor and ownership details

Before uploading the agreement, reconcile every investor’s legal name, entity status, address, contribution, ownership percentage, and voting allocation with the approved transaction documents. A precise source document reduces correction cycles and prevents signers from executing conflicting terms.

Assign every required signing field

Use clearly labeled fields for signatures, initials, dates, entity representatives, and optional exhibits. Assign each field to the correct signer in signNow, then preview the completed packet before sending to prevent omissions or misrouted approvals.

Review terms under applicable law

Write funding obligations, distribution mechanics, transfer restrictions, dispute provisions, and governing law in plain, internally consistent terms. Because state law can affect enforceability, obtain qualified legal review before relying on the agreement for a transaction.

Preserve amendments and execution history

Create a new version for every material amendment and preserve the original executed agreement. Record the amendment date, affected provision, approving investors, and superseded file so the ownership and governance history remains traceable.

Investor agreement processing timeline

Processing depends on document readiness and investor response; signNow records each delivery, signing action, and completion event for controlled follow-up.

01

Prepare the agreement

Confirm parties, terms, exhibits, and assigned fields before sending.
02

Deliver to investors

Send through signNow email delivery or a controlled signing link.
03

Complete investor signing

Each investor reviews and signs using the assigned fields.
04

Archive executed records

Download the signed PDF and audit trail after completion.

State rules and excluded documents

State notarization

May require notarization

Wills excluded

Not valid for testamentary documents

Family law

Court approval may still apply

Real-estate deeds

Recording rules remain separate

Platform requirements for investor agreements

Use a current browser on Windows or macOS with TLS 1.2 or TLS 1.3 enabled. signNow also provides mobile apps for iOS and Android, allowing investors to review and sign assigned agreement fields from supported mobile devices.

  • Browser support Chrome, Firefox, Safari, Edge
  • Desktop systems Windows and macOS desktop
  • Mobile signing iOS and Android apps

Organizations should manage access through approved devices and role permissions when investor agreements contain ownership, contribution, tax, or banking information. Enterprise deployments may also require API access, SSO provisioning, and certificate or long-term-validation configuration based on the organization’s control framework.

Legal standing of investor agreements

An electronically signed investor agreement may be admissible when the parties show intent, consent, signer attribution, and the ability to retain and reproduce the record under ESIGN, 15 U.S.C. ch. 96, and applicable state law such as UETA. Wills, codicils, testamentary trusts, court orders, and family-law decrees are excluded from ESIGN’s electronic-record framework.

Why teams look for DocuSign alternatives

Investor agreement troubleshooting

Resolve invitation, field, plan, security, and enforceability questions before relying on an executed Agreement Between Investors Form.

If an investor cannot find the signing email, verify the address, resend the invitation, or provide a controlled signing link. Review signNow’s audit trail for delivery and access events, then avoid creating duplicate agreements that could confuse the execution record.

The Business plan includes legally binding eSignatures, templates, audit trails, and mobile apps at $8/user/month with annual billing. It includes 100 signature invites per user per year; confirm usage and any overage fees before routing a high-volume investor campaign.

Use signNow’s field assignment to give each signature, initials, date, and entity-representative field to the correct investor. Preview the packet before sending. If a required field is missing, correct the document version rather than asking investors to sign an incomplete agreement.

ESIGN and UETA can recognize electronic signatures when intent, consent, attribution, and record retention requirements are satisfied. They do not decide whether the underlying investment terms comply with securities, entity, or state-law requirements; obtain legal review for the transaction.

For sensitive ownership or financial information, apply role-based access and preserve the signed PDF with its audit trail. signNow reports encryption in transit with TLS 1.2/1.3 and at rest with AES-256, while legal retention remains an organizational obligation.

Business Premium is listed at $15/user/month with annual billing and includes bulk send. Enterprise is $30/user/month and adds advanced signer authentication and other capabilities. Competitor plan limits are not verified here, so compare current vendor terms separately.

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