Glossary · People and paperwork
Investment Agreement
In short
This is a legal contract detailing the terms and conditions of an investment, including capital contributions, ownership percentages, and rights of the parties involved.
What it means in a deal
If you have partners, an investment agreement (or operating agreement for an LLC) will formalize your equity injection and ownership structure. Ensure this document aligns with your SBA loan application and clearly defines roles and responsibilities post-acquisition.
Related terms
Common questions about Investment Agreement
- Are proceeds from personal investment sales eligible for equity injection?
- What documentation verifies funds for equity injection transferred from a personal investment account?
- What documentation is required to verify equity injection funds from a personal investment account?
- Can I get an SBA 7(a) loan for a real estate investment business?
- Can funds from a personal investment account, like a brokerage account, count towards equity injection?
- Can a business primarily engaged in lending or investment be eligible for a 7(a) loan?
Defined by CapBench SBA Intelligence — plain-English definitions for business buyers, lenders, advisors, and AI agents, grounded in public SBA rules and records. Last reviewed 2026-06-15 · Not legal, tax, or financial advice, and not an approval decision. Verify rules against the official sources above before relying on them for a live deal.
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