For an investment contract to be drawn up, it’s best to start by completing a simple framework directly between the investment party and entrepreneur, before any legal teams get involved. If these components are not agreed to beforehand, then expect problems to arise during the closing process.
Date of Offer
ISSUER (Investor Name/ Organization name), Investment Amount, and Post Closing Ownership PERCENT
List of ALL parties involved, unallocated and allocated option pools too.
Max investment from other sources and acceptable investment source types (if round remains open)