Create a bespoke document in minutes, or upload and review your own.
Get your first 2 documents free
Your data doesn't train Genie's AI
You keep IP ownership of your information
Private Equity Agreement
"I need a Private Equity Agreement for a Swiss-regulated technology sector fund launching in March 2025, with ESG investment criteria and a target size of CHF 500 million, including provisions for co-investment rights for key limited partners."
1. Parties: Identification of all contracting parties, including the investment vehicle, investors, managers, and any other relevant entities
2. Background: Context of the agreement, including the purpose of the investment vehicle and investment strategy
3. Definitions: Comprehensive list of defined terms used throughout the agreement
4. Investment Terms: Core investment parameters including commitment amounts, investment period, and investment restrictions
5. Capital Contributions: Procedures and terms for capital calls, timing of contributions, and consequences of default
6. Distribution Policy: Waterfall provisions, distribution priorities, and reinvestment provisions
7. Management Structure: Roles and responsibilities of the general partner/manager, investment committee, and key persons
8. Fees and Expenses: Management fees, carried interest, and allocation of fund expenses
9. Transfer Restrictions: Limitations on transfer of interests and required approvals
10. Governance Rights: Voting rights, investor consent requirements, and advisory committee provisions
11. Reporting and Information Rights: Financial reporting obligations, information rights, and audit provisions
12. Term and Termination: Duration of the agreement, extension provisions, and termination events
13. Confidentiality: Confidentiality obligations and permitted disclosures
14. Representations and Warranties: Standard representations and warranties from all parties
15. Liability and Indemnification: Limitation of liability provisions and indemnification obligations
16. General Provisions: Miscellaneous legal provisions including notices, amendments, and governing law
1. Co-Investment Rights: Terms for co-investment opportunities, used when direct co-investment alongside the fund is contemplated
2. Key Person Provisions: Detailed provisions regarding key personnel, used when specific individuals are crucial to the investment strategy
3. Strategic Investor Rights: Special rights for strategic investors, used when certain investors receive preferential terms
4. ESG Provisions: Environmental, social, and governance requirements, used when ESG considerations are material to the investment strategy
5. FATCA Compliance: US tax reporting compliance provisions, used when US investors are involved
6. Currency Hedging: Provisions for currency risk management, used when investments involve multiple currencies
7. Successor Fund Provisions: Restrictions on launching successor funds, used when exclusivity is important to investors
8. Alternative Investment Structures: Provisions for parallel funds or alternative vehicles, used in complex fund structures
1. Schedule 1: Subscription Agreement: Form of subscription agreement for investors
2. Schedule 2: Investment Guidelines: Detailed investment strategy, restrictions, and guidelines
3. Schedule 3: Management Fee Calculations: Detailed provisions for calculation and payment of management fees
4. Schedule 4: Distribution Waterfall: Detailed calculations and examples of the distribution waterfall
5. Schedule 5: Carried Interest Calculations: Methodology for calculating and distributing carried interest
6. Schedule 6: Reporting Requirements: Templates and requirements for periodic reports
7. Schedule 7: FATCA/CRS Forms: Required tax and regulatory forms
8. Schedule 8: Contact Details: Contact information for all parties and authorized representatives
9. Appendix A: Form of Capital Call Notice: Template for capital call notices
10. Appendix B: Form of Transfer Agreement: Template for transfer of investor interests
11. Appendix C: Conflicts Policy: Detailed conflicts of interest policy
12. Appendix D: Valuation Policy: Methodology for valuation of investments
Authors
Additional Capital Contribution
Advisers Act
Affiliated Fund
Advisory Board
Advisory Committee
Aggregate Capital Commitments
Alternative Investment Vehicle
AMLA
Annual Budget
Auditor
Bridge Investment
Business Day
Capital Account
Capital Commitment
Capital Contribution
Carried Interest
Catch-Up Period
CISA
Clawback Amount
Closing Date
Co-Investment Opportunity
Commitment Period
Confidential Information
Control
Default
Defaulting Limited Partner
Distribution
Drawdown Notice
ERISA
ESG Requirements
Escrow Account
Excess Management Fee
Excluded Investor
Exit
FATCA
Final Closing Date
Financial Year
FINMA
First Closing Date
Follow-On Investment
General Partner
GP Commitment
GP Removal Event
Gross Asset Value
Hurdle Rate
Indemnified Party
Initial Closing Date
Investment
Investment Advisor
Investment Committee
Investment Company Act
Investment Guidelines
Investment Manager
Investment Period
Investment Professional
Investor
Key Person
Key Person Event
Limited Partner
Management Agreement
Management Fee
Management Fee Rate
Manager
Net Asset Value
Non-Defaulting Limited Partner
Operating Expenses
Parallel Fund
Partnership
Partnership Agreement
Partnership Interest
Portfolio Company
Preferred Return
Principal
Private Equity Investment
Proceeds
Professional Investor
Qualifying Investment
Realized Investment
Regulatory Authority
Related Party Transaction
Removal Cause
Reserved Matters
Securities Act
Side Letter
Special Limited Partner
Subscription Agreement
Subsequent Closing
Swiss Code of Obligations
Term
Transfer
Unrealized Investment
Valuation Policy
Warehoused Investment
Winding-Up
Capital Calls
Investment Strategy
Investment Restrictions
Management Authority
Advisory Board Rights
Distribution Rights
Management Fees
Carried Interest
Expenses
Transfer Restrictions
Key Person Provisions
Removal Rights
Limited Partner Rights
Information Rights
Reporting Obligations
Confidentiality
Non-Competition
Co-Investment Rights
Follow-On Investments
Default Provisions
Excused Limited Partner
Side Letters
FATCA Compliance
Anti-Money Laundering
ESG Requirements
Regulatory Compliance
Investment Period
Term and Extension
Early Termination
Wind-Up Provisions
Indemnification
Limited Liability
Governing Law
Dispute Resolution
Amendments
Assignment
Notices
Representations and Warranties
Tax Matters
Fund Expenses
Investment Committee
Parallel Funds
Alternative Investment Vehicles
Successor Funds
Bridge Financing
Warehousing
Valuation
Conflicts of Interest
Related Party Transactions
Force Majeure
Financial Services
Private Equity
Investment Management
Banking
Professional Services
Technology
Healthcare
Manufacturing
Real Estate
Infrastructure
Consumer Goods
Energy
Telecommunications
Legal
Compliance
Investment
Risk Management
Finance
Operations
Fund Administration
Corporate Development
Due Diligence
Portfolio Management
Investor Relations
Chief Executive Officer
Chief Financial Officer
Chief Legal Officer
General Counsel
Investment Director
Fund Manager
Private Equity Partner
Investment Committee Member
Compliance Officer
Risk Manager
Portfolio Manager
Legal Counsel
Investment Analyst
Fund Administrator
Managing Partner
Senior Associate
Director of Operations
Find the exact document you need
Share Price Agreement
A Swiss law-governed agreement establishing the methodology and terms for determining and settling share prices, including valuation mechanisms and payment conditions.
Investment Profit Sharing Agreement
A Swiss-law governed agreement establishing investment terms and profit-sharing arrangements between investors and business entities, incorporating Swiss financial regulations and investor protections.
Bank Repurchase Agreement
Swiss-law governed framework agreement for repurchase transactions between financial institutions, outlining securities sale and repurchase terms under Swiss banking regulations.
Investment Protection Agreement
A Swiss law-governed agreement establishing investment protection frameworks and safeguards for parties involved in investment transactions.
Bilateral Investment Agreement
A Swiss law-governed agreement establishing framework for cross-border investments, including investment protection and dispute resolution mechanisms.
Shareholders Agreement And Share Subscription Agreement
A Swiss law-governed agreement combining share subscription terms and ongoing shareholder relationships, including governance and shareholder rights.
Purchase Of Shares Agreement
A Swiss law-governed agreement for the sale and purchase of company shares, detailing terms, conditions, and obligations of the transaction parties under Swiss legal requirements.
Investment Club Agreement
A Swiss law-governed agreement establishing an investment club and regulating its members' relationships, investment activities, and governance structure.
Company Investment Agreement
A Swiss law-governed agreement detailing terms and conditions for company investment, including share allocation, investor rights, and protective provisions.
Startup Investment Term Sheet
A Swiss law-governed preliminary document outlining the key terms and conditions for a proposed startup investment, serving as the basis for final investment agreements.
Share Allotment Agreement
A Swiss law-governed agreement documenting the issuance of new shares from a company to specified subscribers, detailing terms, conditions, and mutual obligations.
Safe Investment Agreement
A Swiss-law SAFE agreement for early-stage company investment, providing rights to future equity under Swiss corporate and securities law framework.
Project Investment Agreement
A Swiss law-governed agreement establishing terms and conditions for project investment, including investment structure, rights, obligations, and governance mechanisms.
Investment Syndicate Agreement
Swiss-law governed agreement establishing an investment syndicate structure, defining member relationships and investment procedures under Swiss financial regulations.
Investment Mandate Agreement
A Swiss law-governed agreement establishing discretionary investment management services between an investment manager and client, compliant with Swiss financial regulations.
Investment Agreement For Small Business
Swiss-law governed investment agreement for small business capital injection, outlining terms, rights, and obligations between investors and the company.
Agreement For Transfer Of Shares
A Swiss law-governed agreement facilitating the legal transfer of company shares between parties, outlining terms, conditions, and obligations of the transfer.
Agreement For Sale Of Shares
A Swiss law-governed agreement documenting the terms and conditions for the sale and purchase of company shares, including price, warranties, and completion mechanics.
Personal Investment Contract
A Swiss law-governed agreement establishing terms and conditions for professional investment management services between an investor and investment manager.
Placement Agent Agreement Private Equity Fund
Swiss law-governed agreement outlining terms for a placement agent to market a private equity fund, incorporating Swiss financial regulations and compliance requirements.
Finder's Fee Agreement For Investment Capital
A Swiss-law agreement defining terms for an intermediary to source investment capital in exchange for a success fee, compliant with Swiss financial regulations.
Debt Investment Agreement
A Swiss law-governed agreement establishing terms and conditions for debt investment, including loan provisions, security arrangements, and compliance with Swiss financial regulations.
Foreign Investment Agreement
A Swiss law-governed agreement establishing terms and conditions for foreign investment in Swiss entities, ensuring regulatory compliance and investor protection.
Stock Agreement
A Swiss law-governed agreement facilitating the transfer of company shares between parties, compliant with Swiss corporate and financial market regulations.
Mezzanine Debt Term Sheet
Swiss law-governed term sheet outlining key terms and conditions for mezzanine financing arrangement, including debt and potential equity-linked features.
Investment Agency Agreement
A Swiss law agreement establishing the terms and conditions under which an investment agent manages assets and provides investment services on behalf of a principal.
Investment Commitment Agreement
A Swiss law-governed agreement that establishes the terms and conditions for capital investment commitments between investors and recipient entities.
Startup Investment Agreement
A Swiss law-governed agreement detailing terms and conditions for equity investment in a startup, including investment structure, shareholder rights, and governance provisions.
Investment Guarantee Agreement
A Swiss law-governed agreement establishing investment protection terms and guarantee mechanisms between a guarantor and investment holder.
Co Investment Agreement
A Swiss-law governed agreement establishing terms and conditions for multiple parties to invest jointly in a specific venture, including capital commitments, governance, and exit provisions.
Company Share Agreement
A Swiss law-governed agreement setting out terms and conditions for company share transfers, including rights, obligations, and corporate governance provisions.
Private Equity Agreement
A Swiss law-governed agreement establishing a private equity fund structure, defining investor rights, economic terms, and regulatory compliance requirements.
Stock Buyback Agreement
A Swiss-law governed agreement setting out terms for a company's repurchase of its own shares, complying with Swiss corporate law and financial market regulations.
Stock Swap Agreement
A Swiss-law governed agreement facilitating the exchange of shares between parties, structured according to Swiss corporate and securities regulations.
Download our whitepaper on the future of AI in Legal
Genie’s Security Promise
Genie is the safest place to draft. Here’s how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; Genie’s AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
Our bank-grade security infrastructure undergoes regular external audits
We are ISO27001 certified, so your data is secure
Organizational security
You retain IP ownership of your documents
You have full control over your data and who gets to see it
Innovation in privacy:
Genie partnered with the Computational Privacy Department at Imperial College London
Together, we ran a £1 million research project on privacy and anonymity in legal contracts
Want to know more?
Visit our Trust Centre for more details and real-time security updates.
Read our Privacy Policy.