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Investor Agreement (Indie Enhanced)

Version:

January 2026

|

Pages:

11

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Investor Agreement (Indie Enhanced) for independent filmmakers

Sample draft preview. Final agreement is generated based on your answers.

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Producer Information

Investor Information

Investment

$
Approximate is fine
Do you want this agreement to require notice if the budget increases beyond a threshold?
Useful if the investor is sensitive to budget expansion
Budget increase threshold should be based on:
%
Example: 10%
$
This is the total amount to be invested.
When will the investment be paid?

Add Each Payment Installment

Optional
$
Optional if DATE is provided. Ex: Upon Commencement of Principal Photography
plus1 Add minus1 Remove
Will the Investor be receiving a credit?
Credit is subject to guild/distributor requirements.
Example: Executive Producer

Investor Economics

Does Investor qualify as an "accredited investor" under rule 501(a) of Regulation D?
An accredited investor is a person or entity that meets U.S. securiteis law requirements (based on income, net worth, or professional status) to invest in private offerings.
What is the investor return?
Investor's receive a return between 10-20%; this means that the investor receives 100% of the investment back, plus an addition 10-20% on top (i.e. Return on Investment or ROI).
Should the Investor return include interest?
Not always used in indie film equity; include only if agreed.
%
Example: 5% per annum.
After Investor receives the Investor Return in full, should Investor receive backend (Net Profits)?
Many deals stop at recoupment.
%

Reporting and Accounting

days
What is the minimum payout threshold before sending payments?
Amounts below roll forward to the next period.
Should Producer be allowed to hold a reserve from Investor payments?
Reserve can protect against chargebacks, residual adjustments, E&O deductibles, etc.
Reserve must be released no later than:

Audit Rights

Should Investor have audit rights?
Common in enhanced deals; can be limited and still distributor-friendly.
Audit may cover the prior (years):
Measured back from audit notice date.

Deal Terms

How should disputes be resolved?
Arbitration is common for speed/privacy.

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Product

Investor Agreement (Indie Enhanced): $89.99

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Investor Agreement (Indie Enhanced): $89.99

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Investor Agreement (Indie Enhanced): $80.99

Full Access Annual Member Product

Investor Agreement (Indie Enhanced): $58.49

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Disclaimer: Thoolie is not a law firm and does not provide legal advice or services. Use of this platform does not create an attorney-client relationship. All contracts are based on standardized frameworks developed for general use in the entertainment industry and are not a substitute for individualized legal counsel. For legal advice specific to your situation, please consult a licensed attorney.

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