Preferred Equity Sample Agreement

2 Replies


Does anyone have an example of or sample preferred equity agreement? Could anyone point me in the right direction? Trying to provide an example for an investor before paying a lawyer to write up docs.


Our deals are pretty simple on paper but make should you get an atty. We pay our investors first their preferred return, then depending on the deal we split the monies based on what we agree. We offer no catchup (in case the prefer is not met). If we have significant money in the deal then, we pay the investor their return, pay ourselves our agreed minimum return and then split the extra.

@Nicolas Paez

Thanks for the insight. I am familiar with how the structure works - just looking for a sample agreement before engaging an attorney.