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Investment Agreement Form
"I need an Investment Agreement Form under Australian law for a Series A investment of AUD 5 million into a technology startup, with provisions for board representation and anti-dilution protection."
1. Parties: Identification and details of all parties to the agreement, including registered addresses and ACN/ABN
2. Background: Context of the investment arrangement and purpose of the agreement
3. Definitions and Interpretation: Definitions of key terms and interpretation rules for the agreement
4. Investment Terms: Core investment details including amount, type of investment, and payment terms
5. Conditions Precedent: Conditions that must be satisfied before the investment becomes effective
6. Representations and Warranties: Statements of fact and assurances from all parties
7. Rights and Obligations: Detailed responsibilities and entitlements of each party
8. Investment Protection: Safeguards and protections for the investment
9. Governance Rights: Decision-making processes and investor participation rights
10. Information Rights: Requirements for financial reporting and information sharing
11. Exit Provisions: Terms governing investment exit, including transfer rights and procedures
12. Confidentiality: Protection of confidential information and trade secrets
13. Term and Termination: Duration of agreement and circumstances for termination
14. Dispute Resolution: Procedures for handling disputes between parties
15. General Provisions: Standard legal provisions including notices, amendments, and governing law
1. Tag-Along Rights: Optional provision giving minority investors the right to join in sale of majority stake
2. Drag-Along Rights: Optional provision allowing majority stakeholders to force minority holders to join in sale
3. Anti-Dilution Protection: Protection against value dilution in future funding rounds
4. Board Appointment Rights: Rights to appoint board members based on investment level
5. Preference Rights: Special rights for preferred investors regarding dividends or liquidation
6. Compliance with Foreign Investment Rules: Required for foreign investors subject to FIRB approval
7. Special Veto Rights: Specific matters requiring investor approval
8. Environmental, Social and Governance (ESG) Provisions: Specific ESG requirements and reporting obligations
1. Schedule 1 - Investment Details: Detailed breakdown of investment amount, valuation, and shareholding
2. Schedule 2 - Conditions Precedent: Detailed list of conditions to be satisfied before completion
3. Schedule 3 - Warranties: Comprehensive list of warranties given by parties
4. Schedule 4 - Corporate Information: Company structure, capitalization table, and corporate documents
5. Schedule 5 - Business Plan: Detailed business plan and financial projections
6. Schedule 6 - Key Performance Indicators: Specific performance metrics and targets
7. Appendix A - Deed of Accession: Template for new parties joining the agreement
8. Appendix B - Calculation Methods: Detailed methods for calculating valuations, returns, and other financial metrics
Authors
Affiliate
Anti-Dilution Rights
ASIC
Associated Entity
Board
Business Day
Business Plan
Call Option
Change of Control
Completion
Completion Date
Confidential Information
Constitution
Control
Corporations Act
Deal Terms
Directors
Drag-Along Rights
Effective Date
Encumbrance
Event of Default
Exit Event
Fair Market Value
Financial Year
FIRB
Force Majeure Event
Fully Diluted Basis
General Meeting
Group
GST
Holding Company
Independent Expert
Information Rights
Initial Public Offering
Investment Amount
Investment Period
Investor Director
Key Management Personnel
Liquidation Event
Material Adverse Change
New Securities
Ordinary Shares
Permitted Transferee
Pre-emptive Rights
Preference Shares
Put Option
Qualified IPO
Related Body Corporate
Related Party
Reserved Matters
Securities
Security Interest
Share Capital
Shareholder
Subsidiary
Tag-Along Rights
Tax
Term
Territory
Third Party
Transfer
Valuation
Voting Rights
Warranties
Definitions
Investment Terms
Subscription
Payment Terms
Conditions Precedent
Completion
Warranties and Representations
Due Diligence
Board Composition
Reserved Matters
Information Rights
Pre-emptive Rights
Share Transfer Restrictions
Tag-Along Rights
Drag-Along Rights
Anti-Dilution Protection
Exit Rights
Put and Call Options
Dividend Rights
Confidentiality
Non-Competition
Non-Solicitation
Intellectual Property
Change of Control
Default
Force Majeure
Dispute Resolution
Governing Law
Termination
Assignment
Notices
Costs and Expenses
Severability
Entire Agreement
Good Faith
Further Assurance
Counterparts
GST
FIRB Compliance
Shareholder Meetings
Management Rights
Reporting Requirements
Indemnification
Share Capital
Registry
Amendment
Financial Services
Technology
Real Estate
Healthcare
Manufacturing
Mining and Resources
Renewable Energy
Agriculture
Retail
Professional Services
Infrastructure
Education
Biotechnology
Communications
Transport and Logistics
Legal
Finance
Corporate Development
Compliance
Risk Management
Investment
Board of Directors
Executive Leadership
Company Secretariat
Business Development
Due Diligence
Chief Executive Officer
Chief Financial Officer
Investment Manager
Corporate Lawyer
Legal Counsel
Investment Director
Company Secretary
Business Development Manager
Finance Director
Compliance Officer
Risk Manager
Portfolio Manager
Board Director
Investment Analyst
Corporate Development Manager
Managing Partner
Investment Associate
Due Diligence Officer
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