{"ok":true,"canonical_url":"https://dealroom.so/glossary/investment-agreement","api_url":"https://dealroom.so/api/public/glossary/investment-agreement","data_freshness":{"sba_records_through":"2026-05-31","fdic_records_through":"2026-03-31","dealroom_last_updated":"2026-06-15","timezone":"America/Chicago"},"source_summary":["Public SBA 7(a) loan records","FDIC institution data","DealRoom lender and franchise enrichment"],"term":{"slug":"investment-agreement","term":"Investment Agreement","group":"People and paperwork","definition":"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":"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.","url":"https://dealroom.so/glossary/investment-agreement","official_sources":[],"related":[{"slug":"partnership","term":"Partnership","url":"https://dealroom.so/glossary/partnership"},{"slug":"corporation","term":"Corporation","url":"https://dealroom.so/glossary/corporation"},{"slug":"llc","term":"LLC","url":"https://dealroom.so/glossary/llc"},{"slug":"equity-injection","term":"Equity injection","url":"https://dealroom.so/glossary/equity-injection"}],"related_questions":[{"question":"Are proceeds from personal investment sales eligible for equity injection?","url":"https://dealroom.so/sba-7a/questions/are-proceeds-from-personal-investment-sales-eligible-for-equity-injection"},{"question":"What documentation verifies funds for equity injection transferred from a personal investment account?","url":"https://dealroom.so/for-lenders/questions/what-documentation-verifies-funds-for-equity-injection-transferred-from-a-personal-investm"},{"question":"What documentation is required to verify equity injection funds from a personal investment account?","url":"https://dealroom.so/sba-7a/questions/what-documentation-is-required-to-verify-equity-injection-funds-from-a-personal-investment"},{"question":"Can I get an SBA 7(a) loan for a real estate investment business?","url":"https://dealroom.so/sba-loans/basics/can-i-get-an-sba-7-a-loan-for-a-real-estate-investment-business"},{"question":"Can funds from a personal investment account, like a brokerage account, count towards equity injection?","url":"https://dealroom.so/sba-loans/basics/can-funds-from-a-personal-investment-account-like-a-brokerage-account-count-towards-equity"},{"question":"Can a business primarily engaged in lending or investment be eligible for a 7(a) loan?","url":"https://dealroom.so/for-lenders/questions/can-a-business-primarily-engaged-in-lending-or-investment-be-eligible-for-a-7-a-loan"}]},"caveats":["Definitions represent DealRoom's plain-English interpretation for buyers; verify regulatory terms against the official SBA and eCFR sources listed.","Not legal, tax, or financial advice, and not an SBA eligibility determination."],"citation":{"label":"DealRoom.so Glossary — Investment Agreement","url":"https://dealroom.so/glossary/investment-agreement","source_type":"DealRoom Data"}}