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Investment Partnership Agreement
"I need an Investment Partnership Agreement for a real estate investment fund based in Dublin, with one general partner and up to 15 limited partners, focusing on commercial property investments across the EU, with the partnership term starting March 1, 2025."
1. Parties: Identification of all partners, including general partner(s) and limited partners
2. Background: Context of the partnership formation and its intended purpose
3. Definitions and Interpretation: Definitions of key terms and interpretation rules for the agreement
4. Partnership Formation and Term: Establishment of the partnership, commencement date, and duration
5. Purpose and Investment Objectives: Detailed description of partnership's investment strategy and objectives
6. Capital Contributions: Terms for initial and subsequent capital contributions from partners
7. Partnership Interests: Description of partnership interests, classes, and rights attached
8. Management and Control: Powers and duties of the general partner, management structure
9. Investment Procedures: Process for making, managing, and divesting investments
10. Allocations and Distributions: Rules for profit/loss allocation and distribution procedures
11. Transfer of Interests: Regulations regarding transfer of partnership interests
12. Reports and Valuations: Requirements for financial reporting and asset valuation
13. Limited Partner Rights: Rights, obligations, and limitations of limited partners
14. Expenses and Fees: Structure of management fees and expense allocation
15. Representations and Warranties: Partner representations regarding capacity and authority
16. Liability and Indemnification: Scope of partner liability and indemnification provisions
17. Termination and Liquidation: Processes for partnership termination and asset distribution
18. Governing Law and Jurisdiction: Specification of Irish law governance and jurisdiction
19. General Provisions: Miscellaneous legal provisions including notices, amendments, etc.
1. Key Person Provisions: Required when specific individuals are crucial to the partnership's operation
2. Co-Investment Rights: Include when partners have rights to co-invest in opportunities
3. ESG Policy: Include when the partnership has specific environmental, social, and governance commitments
4. AIFMD Compliance: Required when the partnership falls under AIFMD regulations
5. Side Letter Provisions: Include when certain partners have negotiated special rights
6. Advisory Committee: Include when the partnership will have an advisory committee structure
7. Default Provisions: Detailed procedures for handling defaulting partners
8. Excuse and Exclusion Rights: Include when partners can be excused from certain investments
9. Follow-on Investment Provisions: Include when addressing future investment rounds
10. Partnership Reinvestment: Include when profits can be reinvested rather than distributed
1. Schedule 1 - Subscription Agreement: Form of agreement for partners joining the partnership
2. Schedule 2 - Capital Commitments: Details of each partner's committed capital
3. Schedule 3 - Investment Guidelines: Detailed investment criteria and restrictions
4. Schedule 4 - Valuation Policy: Methodology for valuing partnership investments
5. Schedule 5 - Fee Structure: Detailed breakdown of management and performance fees
6. Schedule 6 - Transfer Procedures: Detailed procedures for transferring partnership interests
7. Schedule 7 - Reporting Requirements: Templates and requirements for partnership reporting
8. Appendix A - Anti-Money Laundering Requirements: AML procedures and requirements for partners
9. Appendix B - Tax Matters: Tax-related provisions and procedures
10. Appendix C - FATCA/CRS Compliance: Requirements for international tax reporting compliance
Authors
Private Equity
Venture Capital
Real Estate Investment
Infrastructure Investment
Asset Management
Financial Services
Investment Management
Alternative Investments
Hedge Funds
Private Debt
Legal
Compliance
Investment Management
Risk Management
Fund Administration
Tax
Finance
Operations
Investor Relations
Due Diligence
Investment Manager
Fund Manager
Legal Counsel
Compliance Officer
Chief Investment Officer
Chief Financial Officer
Partnership Director
Risk Manager
Investment Analyst
Fund Administrator
Managing Partner
Portfolio Manager
General Counsel
Tax Director
Investor Relations Manager
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