Create a bespoke document in minutes, Â or upload and review your own.
Get your first 2 documents free
Your data doesn't train Genie's AI
You keep IP ownership of your information
Investment Partnership Agreement
"I need an Investment Partnership Agreement for a real estate investment fund with one general partner and five limited partners, to be established by March 2025, focusing on commercial property investments in Auckland with a minimum partner contribution of NZD 2 million."
1. Parties: Identification and details of all partners entering the agreement
2. Background: Context of the partnership formation, investment objectives, and general intent of the parties
3. Definitions and Interpretation: Detailed definitions of terms used throughout the agreement and rules of interpretation
4. Partnership Structure and Term: Legal structure, commencement date, term of partnership, and conditions for continuation
5. Capital Contributions: Initial and subsequent capital contributions, timing, valuation methods, and capital accounts management
6. Partnership Interests: Allocation of partnership interests, voting rights, and ownership percentages
7. Management and Control: Management structure, decision-making processes, partner voting rights, and operational control
8. Investment Strategy and Restrictions: Agreed investment objectives, permitted investments, and investment restrictions
9. Profit and Loss Allocation: Distribution of profits, allocation of losses, and distribution priorities
10. Partner Rights and Obligations: Detailed rights, duties, and obligations of all partners
11. Records and Reporting: Requirements for financial records, reporting obligations, and partner access to information
12. Transfer Restrictions: Limitations on transfer of partnership interests and right of first refusal provisions
13. Exit Mechanisms: Procedures for partner withdrawal, retirement, or removal
14. Termination and Dissolution: Circumstances triggering termination, dissolution procedures, and asset distribution
15. Confidentiality: Protection of partnership and partner confidential information
16. Dispute Resolution: Procedures for resolving disputes between partners
17. General Provisions: Standard legal provisions including governing law, notices, and amendments
1. International Partners: Additional provisions for overseas partners, including foreign investment compliance and cross-border considerations
2. Key Person Provisions: Specific provisions related to key individuals essential to the partnership's success
3. Investment Committee: Structure and operation of an investment committee if required for complex investment decisions
4. Co-Investment Rights: Terms governing co-investment opportunities for partners or related parties
5. Carried Interest: Specific provisions for carried interest arrangements in private equity-style structures
6. Environmental, Social and Governance (ESG): ESG investment criteria and reporting requirements if applicable
7. Anti-Money Laundering Compliance: Specific AML/CFT compliance obligations and procedures
8. Technology and IP Rights: Provisions dealing with partnership intellectual property and technology assets
9. Employee Matters: Provisions relating to partnership employees and employment policies
1. Schedule 1: Partner Details: Detailed information about each partner including contact details and initial capital contributions
2. Schedule 2: Investment Policy: Detailed investment guidelines, restrictions, and target asset allocations
3. Schedule 3: Management Structure: Detailed management procedures, delegated authorities, and decision-making processes
4. Schedule 4: Capital Commitments: Details of agreed capital commitments, drawdown procedures, and timing
5. Schedule 5: Fee Structure: Management fees, performance fees, and other cost allocation arrangements
6. Schedule 6: Valuation Methods: Agreed methodologies for valuing partnership assets and interests
7. Schedule 7: Distribution Waterfall: Detailed distribution priorities and calculations
8. Appendix A: Form of Deed of Adherence: Template for new partners joining the partnership
9. Appendix B: Compliance Procedures: Detailed compliance procedures and requirements
10. Appendix C: Required Notices and Forms: Standard forms for partner communications and notices
Authors
Financial Services
Private Equity
Venture Capital
Real Estate Investment
Infrastructure Development
Asset Management
Investment Banking
Professional Services
Technology Investment
Healthcare Investment
Renewable Energy
Agricultural Investment
Legal
Compliance
Investment Management
Finance
Risk Management
Operations
Corporate Development
Fund Administration
Executive Leadership
Treasury
Investment Manager
Fund Manager
Chief Investment Officer
Legal Counsel
Compliance Officer
Chief Financial Officer
Partnership Director
Investment Analyst
Risk Manager
Portfolio Manager
Managing Partner
Corporate Lawyer
Investment Director
Operations Manager
Financial Controller
Find the exact document you need
Share Partner Agreement
A New Zealand-governed agreement establishing the terms and conditions of share partnership arrangements, including ownership rights, obligations, and governance structures.
Capital Raising Agreement
A New Zealand-governed agreement setting out terms for investment in a company, including share issuance, investor rights, and regulatory compliance requirements.
Bilateral Investment Agreement
A New Zealand law-governed agreement establishing terms and protections for cross-border investment between two parties.
Business Investment Contract
A New Zealand-governed agreement establishing terms and conditions for business investment transactions, including investment structure, rights, obligations, and exit provisions.
Venture Capital Agreement
A New Zealand-governed agreement establishing terms and conditions for venture capital investment, including investment structure, shareholder rights, and exit provisions.
Project Investment Agreement
A New Zealand-governed agreement establishing terms and conditions for project investment, including investment structure, governance, and regulatory compliance.
Loss Share Agreement
A New Zealand-governed agreement establishing terms for sharing financial losses between parties, defining calculation methods and payment mechanisms under local law.
Agreement For Transfer Of Shares
A legal document governed by New Zealand law that facilitates the transfer of company shares between parties, outlining terms, conditions, and completion requirements.
Rental Property Partnership Agreement
A New Zealand-compliant partnership agreement for rental property investment and management operations, governing partner relationships and property management responsibilities.
Simple Agreement For Future Equity
A New Zealand-compliant investment agreement that provides rights to future equity in early-stage companies, governed by NZ law.
Debt Investment Agreement
New Zealand-governed agreement establishing terms for debt investment, including loan amount, interest, repayment terms, and parties' rights and obligations.
Mutual Fund Agreement
A New Zealand-governed agreement establishing and regulating a mutual fund investment scheme, setting out rights and obligations of all parties involved.
Friends And Family Investment Agreement
A New Zealand-compliant legal agreement formalizing investment arrangements between family members or friends, establishing investment terms while preserving personal relationships.
Profit Sharing Agreement For Investors
A New Zealand-compliant legal agreement establishing profit-sharing arrangements between businesses and investors, including calculation methods, distribution terms, and investor rights.
Letter Of Intent For Purchase Of Commercial Property
A preliminary document under New Zealand law expressing intent to purchase commercial property and outlining key terms for negotiation.
Investment Guarantee Agreement
A New Zealand-governed agreement establishing investment protection terms between a guarantor and investor, outlining guarantee conditions and claim procedures.
Co Investment Agreement
A New Zealand-governed agreement establishing terms for multiple parties to jointly invest in a specific opportunity, covering investment structure, governance, and investor rights.
Company Share Agreement
A New Zealand-governed agreement establishing share ownership rights, transfer procedures, and shareholder obligations within a company.
Repurchase Agreement
A New Zealand law-governed agreement documenting the sale and future repurchase of securities between financial institutions, including pricing, margin, and default provisions.
Stock Swap Agreement
A New Zealand law-governed agreement facilitating the exchange of shares between companies, detailing swap terms, valuations, and regulatory compliance requirements.
Investment Partnership Agreement
A New Zealand-governed agreement establishing an investment partnership structure, defining partner relationships, capital arrangements, and operational framework.
Investment Agreement Between Two Parties
A New Zealand-governed agreement establishing the terms and conditions for an investment transaction between two parties, including investment amount, rights, and obligations.
Download our whitepaper on the future of AI in Legal
³Ò±ð²Ô¾±±ð’s Security Promise
Genie is the safest place to draft. Here’s how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; ³Ò±ð²Ô¾±±ð’s AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
Our bank-grade security infrastructure undergoes regular external audits
We are ISO27001 certified, so your data is secure
Organizational security
You retain IP ownership of your documents
You have full control over your data and who gets to see it
Innovation in privacy:
Genie partnered with the Computational Privacy Department at Imperial College London
Together, we ran a £1 million research project on privacy and anonymity in legal contracts
Want to know more?
Visit our for more details and real-time security updates.
Read our Privacy Policy.