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Equity Stake Agreement
"I need an Equity Stake Agreement for a tech startup where a venture capital firm is acquiring a 25% stake for AUD 2 million, with board appointment rights and anti-dilution protection to be completed by March 2025."
1. Parties: Identifies all parties to the agreement, including the company, existing shareholders, and incoming shareholders
2. Background: Sets out the context of the transaction, including current ownership structure and purpose of the equity investment
3. Definitions and Interpretation: Defines key terms used throughout the agreement and establishes interpretation principles
4. Subscription for Shares: Details of the shares being issued/transferred, including class, number, and price
5. Completion: Specifies the completion date, completion obligations, and delivery requirements
6. Payment Terms: Outlines the payment structure, timing, and method for the equity purchase
7. Warranties and Representations: Standard warranties from all parties regarding capacity, authority, and accuracy of information
8. Company Governance: Key decisions requiring shareholder approval and voting rights
9. Share Transfer Restrictions: Limitations on future share transfers and pre-emptive rights
10. Confidentiality: Obligations regarding confidential information and announcements
11. Dispute Resolution: Process for resolving disputes between parties
12. General Provisions: Standard boilerplate clauses including notices, amendments, and governing law
1. Tag-Along Rights: Used when minority shareholders need protection to join in sale of majority stake
2. Drag-Along Rights: Included when majority shareholders want right to force minorities to join in sale
3. Put and Call Options: When parties want future rights to buy or sell shares at predetermined terms
4. Board Appointment Rights: When investors are to have rights to appoint directors
5. Anti-Dilution Protection: For protecting investors against future dilution of their shareholding
6. Dividend Policy: When specific dividend distribution arrangements need to be agreed
7. Information Rights: When investors require specific rights to company information
8. Non-Compete Provisions: When restrictions on competitive activities are required
9. Exit Strategy: When parties want to document agreed approach to future sale or IPO
1. Capital Structure: Details of the company's share capital structure pre and post-completion
2. Subscription Details: Detailed breakdown of shares being issued, including price calculation
3. Warranties: Comprehensive list of warranties given by the company and existing shareholders
4. Company Information: Key company details including assets, contracts, and intellectual property
5. Deed of Accession: Form for new shareholders to agree to existing shareholders agreement
6. Reserved Matters: List of decisions requiring special majority or unanimous approval
7. Completion Obligations: Detailed checklist of actions required at completion
8. Corporate Governance Rules: Detailed procedures for board and shareholder meetings
Authors
Agreed Value
ASIC
Board
Business
Business Day
Call Option
Completion
Completion Date
Confidential Information
Constitution
Corporations Act
Deed
Director
Encumbrance
Event of Default
Exercise Notice
Exercise Period
Exercise Price
Fair Market Value
Financial Year
Group
GST
Intellectual Property Rights
Issue Price
Material Adverse Change
New Securities
Ordinary Shares
Parties
Permitted Transferee
Pre-emptive Rights
Put Option
Related Body Corporate
Related Party
Relevant Interest
Reserved Matters
ROFR Notice
Securities
Share Capital
Shareholders
Shareholders Agreement
Shares
Special Resolution
Subscription Amount
Subsidiary
Tag-Along Notice
Tag-Along Right
Third Party Offer
Transfer
Transferor
Warranties
Definitions
Share Subscription
Consideration
Completion Obligations
Conditions Precedent
Warranties and Representations
Share Transfer Restrictions
Pre-emptive Rights
Tag-Along Rights
Drag-Along Rights
Board Composition
Reserved Matters
Information Rights
Dividend Rights
Anti-dilution Protection
Put and Call Options
Default
Deadlock Resolution
Confidentiality
Non-Competition
Non-Solicitation
Exit Provisions
Dispute Resolution
Assignment
Notices
Amendment
Severability
Entire Agreement
Governing Law
Jurisdiction
Technology
Financial Services
Real Estate
Manufacturing
Healthcare
Retail
Professional Services
Mining and Resources
Agriculture
Energy
Infrastructure
Media and Entertainment
Education
Telecommunications
Legal
Finance
Corporate Development
Executive Leadership
Investment
Compliance
Risk Management
Board of Directors
Company Secretariat
Treasury
Mergers and Acquisitions
Chief Executive Officer
Chief Financial Officer
Corporate Lawyer
Investment Manager
Company Secretary
Chief Legal Officer
Investment Director
Corporate Development Manager
Finance Director
Managing Director
Board Director
Venture Capital Partner
Private Equity Manager
Business Development Director
Risk Manager
Compliance Officer
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