Drafting Investment Agreements
Draft the investment document with clear terms, rights and obligations.
CORPORATE & COMMERCIAL ADVISORY · INVESTMENT AGREEMENTS
Investment Agreements
Strategic Capital. Stronger Businesses. Sustainable Value.
INVESTMENT
A clear foundation for your organisation
We draft, review and negotiate investment agreements that align investor expectations with your business objectives, ensuring clarity, protection and long-term growth.
An Investment Agreement is a legally binding contract between an investor and a company that sets out the terms and conditions of investment, including the amount, form of investment, equity, preference shares, convertible instruments, rights, obligations, valuations, governance and exit mechanisms.
OUR SERVICES FOR INVESTMENT
Capital strategy with legal clarity and commercial balance
Drafting, review and negotiation support for strategic investment structures and investor frameworks.
Review & Redrafting
Assess risks, consistency and commercial balance in existing or proposed terms.
Negotiation Support
Resolve investor-company issues while protecting long-term business interests.
Valuation & Structuring Support
Assess the right route, terms and governance framework for the transaction.
Regulatory & Compliance Advisory
Identify approvals, sectoral and foreign investment requirements.
Shareholder and Investor Rights Framework
Document rights, control and future investor expectations.
Exit and Liquidity Structuring
Create a more coherent route for future exit, recapitalisation or liquidity events.
Post-Investment Support
Support adjustments, governance and implementation after closing.
KEY BENEFITS
Benefits of a robust investment structure
An Investment Agreement is a legally binding contract between an investor and a company that sets out the terms and conditions of investment, including the amount, form of investment, equity, preference shares, convertible instruments, rights, obligations, valuations, governance and exit mechanisms.
Considered for your next chapter.
Access to growth capital and expertise
A well-structured round can support expansion and strategic value creation.
Clear rights and obligations
Investor and company expectations are documented and aligned.
Risk mitigation and dispute prevention
Reduce uncertainty and future conflict with clear commercial frameworks.
Improved governance and transparency
Decision rights and reporting expectations are more structured.
Flexibility in structuring and exit options
Multiple investment and exit routes can be considered in a more deliberate way.
Enhanced credibility with stakeholders
A robust agreement strengthens confidence for founders, lenders and business partners.
BUSINESS STRUCTURE & TAXATION ASPECTS
Plan the structure around the purpose
An Investment Agreement is a legally binding contract between an investor and a company that sets out the terms and conditions of investment, including the amount, form of investment, equity, preference shares, convertible instruments, rights, obligations, valuations, governance and exit mechanisms.
- Fund raising
From seed through growth or later round financing structures.
- Strategic investment
When a company wants outside capital with strategic alignment or value-add.
- Investor entry with specific rights
When rights, governance or control are material to the transaction.
- Restructuring or recapitalisation
Where capital structure and governance may need review.
Clarity for what comes next.
COMPARATIVE ANALYSIS
Types of Investment Agreements
Different investment structures often depend on control, return profile and risk allocation.
| Features | Equity Investment | Convertible Instruments | Preference Shares | Debt Investment | Strategic Investment / JV |
|---|---|---|---|---|---|
| Nature | Equity investment | Convertible instruments | Preference shares | Debt investment | Strategic investment / JV |
| Control Rights | Variable based on shareholding | Often linked to conversion and governance protections | Usually defined expressly in share terms | Usually no equity control unless security rights are negotiated | Commercial and governance rights may be broader |
| Return Expectation | Dividend and capital appreciation | Potential conversion upside | Preferential payments or return expectations | Interest and repayment profile | Commercial and strategic returns |
| Risk Level | Moderate to high depending on structure | Depends on conversion mechanics and valuation | Linked to return preference and rights | Often more fixed and creditor-oriented | Depends on strategic and commercial integration |
| Typical Use | Equity growth capital | A bridge to future valuation and financing | Priority return or influence structures | Specific funding needs and capital structure | Strategic collaboration and value creation |
Use this overview as a starting point for advice on the proposed structure and circumstances.
INCORPORATION PROCESS
Simple, transparent and timely
A clear sequence of decisions and filings, coordinated around complete information and authority processing.
- 01
Initial discussion & NDA
Understand the business objective, investor profile and proposed structure.
- 02
Due diligence
Review the company’s circumstances, legal position and financial profile.
- 03
Structuring and term sheet
Align the investment terms with the company’s strategic goals and risk profile.
- 04
Drafting investment agreement
Prepare the financing and investor rights framework.
- 05
Negotiation and finalisation
Resolve key legal, commercial and governance points.
- 06
Approvals & compliance
Complete board, shareholder and filing steps required for the transaction.
- 07
Implementation and closing
Execute the agreement and complete the investment process.
- 08
Post-closing support
Support governance and continuing investor-company obligations.
DOCUMENTS & REQUIREMENTS
Prepare the right information
Indicative list of documents for investment structuring.
- Business overview and growth plan
- Current cap table and shareholder arrangements
- Financial statements and funding needs
- Corporate governance records
- Investment proposal or term sheet
- Commercial contracts and material obligations
OUR PROFESSIONAL FEES (INDICATIVE)
Flexible support based on the structure and regulatory profile
The fee depends on complexity, structure and whether the investment is domestic or cross-border.
Basic Review
₹24,999/- Onwards- Name reservation
- Formation filing coordination
- Constitutional documents
- PAN, TAN and banking next steps
Investment Agreement Advisory
₹99,999/- Onwards- Basic formation support
- Applicable registrations assessment
- Initial compliance guidance
- Post-formation advisory scope
Customised Quote
For complex ownership, activity-specific permissions, foreign participation or tailored requirements.
Get a QuoteGovernment charges, applicable taxes and third-party costs are confirmed separately as part of the proposed scope.
KEY FEATURES
Investment at a glance
Access to growth capital and expertise
Clear rights and obligations
Risk mitigation and dispute prevention
Improved governance and transparency
Flexibility in structuring and exit options
Enhanced credibility with stakeholders
FREQUENTLY ASKED QUESTIONS
Browse all FAQs A few useful answers
Common questions on investment agreements.
What is an Investment Agreement?
When is it required?
What matters most?
TESTIMONIALS
Clear advice. Practical direction.
Perspectives shared with permission by clients of our advisory teams.
Astronis Global brought clarity and commercial focus to a complex restructuring exercise. Their advice was practical, timely and easy for our leadership team to act on.
The team understood our regulatory requirements quickly and helped us move forward with confidence. We valued their responsiveness and disciplined follow-through.
Astronis Global provided dependable support across multiple registrations and approvals. Their communication was clear, structured and consistently professional.
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