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Partnership Agreement with Investors in Portugal

Protect your interest when partnering for investment


Our corporate lawyers will guide you through the process step-by-step.

How can a lawyer help me?

Legal assistance is crucial when drawing up an Investment Agreement as strong and serious economic consequences derive from it. 

At Lexidy LegalTech Boutique, our corporate lawyers will assist you with drafting an agreement that is suitable for your case and complies with Spanish corporate regulations. 

We will also assist you in understanding the risks and benefits of any agreement proposal you may receive from a third party, as well as in negotiating the clauses that will protect your interests.

Unexpected changes can have an impact on a business. If there are successive funding rounds, one of the most common risks that an investor assumes is being diluted, both politically and economically. Lexidy will provide you with the necessary legal information so that you are aware of your rights as a shareholder and have the tools to avoid dilution.

Finally, a diligent lawyer will assist you in enforcing your rights if one of the parties fails to meet its obligations. This is more common than many people believe.

¨We will be with you each step of the journey.¨


What is an Investment Agreement?

An Investment Agreement is a legal agreement between two parties in which one agrees to invest a certain amount of money in a business. In most cases, they become a partner in the company and receive a financial return.

There are various types of Investment Agreements, but they should all have the following points:

  • A financial investment.
  • Be assigned to a joint project/venture of the parties.
  • They should imply a profit expectation for the investor.
  • Profit should be gained through the efforts of others.

How can an Investment agreement help my startup?

Having enough cash flow and economic resources can be difficult for a young company.

Obtaining liquidity from an investor requires far fewer formalities than applying for a traditional loan from a financial institution, and it may come with additional benefits such as guidance, industry expertise, and networking.

What are the requirements?

The law does not require a specific template or requirements. However, the following information should be included in the structure of any agreement:

  • Who are the parties?
  • The investment’s purpose.
  • The investment plan.
  • Obligations of each party
  • Clauses of confidentiality or non-disclosure.
  • The investment’s maturity date.
  • Economic rewards are triggered by well-defined milestones.
  • Signatures of all parties

Frequently Asked Questions

The main risk is the venture’s failure and loss of capital. However, you should also consider the serious risk of your investment being diluted if new shareholders enter the picture. That is why a good lawyer would collaborate with an investor to include anti-dilution clauses in their investments.

If the shareholder agreement is well-drafted, it will serve to regulate everyone’s role, which should eliminate the risk of regular investor interference. Our legal team can assist clients in minimizing this behavior.

Our Story

We are a department formed by qualified legal experts who have been trained in the field of corporate law. We work on these requests every day and it’s our passion. For us, Lexidy is a way of life and what excites us the most is to be able to deliver the happiness and satisfaction of a successful process. We want to help you achieve your goals and dreams.

Maria Eduarda

Maria Eduarda

Legal Trainee

Rita Figueiredo

Lawyer, Head of Lisbon
Jose Varanda

Jose Varanda


Client’s stories

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