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Simple Equity Investment Agreement
"I need a Simple Equity Investment Agreement for a £500,000 investment into my tech startup, with completion planned for March 2025, including standard investor protections but excluding board appointment rights."
1. Parties: Identification of investor(s) and company, including registered addresses and company numbers
2. Background: Context of the investment, including company's business and investment purpose
3. Definitions: Key terms used throughout the agreement
4. Investment Terms: Amount of investment, share class, price per share, and payment terms
5. Completion: Conditions precedent, completion mechanics, and timing
6. Warranties: Standard company warranties and investor warranties
7. Boilerplate Provisions: Standard legal provisions including governing law, notices, and entire agreement
1. Board Appointment Rights: Investor rights to appoint directors - typically included for larger investments or when investor requires board representation
2. Anti-dilution Protection: Provisions protecting investor from future dilution - typically included for sophisticated investors or larger investments
3. Information Rights: Investor rights to receive company information - included when investor requires enhanced information access
4. Tag-Along Rights: Right to join in sale of shares by other shareholders - included for minority investor protection
1. Schedule 1: Company Details: Corporate information, share capital structure, and existing shareholders
2. Schedule 2: Warranties: Detailed company warranties
3. Schedule 3: New Articles: New articles of association to be adopted (if required)
4. Schedule 4: Completion Requirements: List of documents and actions required at completion
5. Appendix 1: Share Certificate: Pro-forma share certificate
6. Appendix 2: Board Minutes: Pro-forma board minutes approving the investment
Authors
Board
Business Day
Completion
Completion Date
Conditions Precedent
Confidential Information
Consideration
Encumbrance
Existing Shareholders
Investment Amount
Investment Shares
Issued Share Capital
New Shares
Ordinary Shares
Parties
Pre-Completion
Purchase Price
Relevant Securities
Shareholders
Shares
Subscription Price
Warranties
Working Hours
Material Adverse Change
Business
Directors
Group
Intellectual Property Rights
Investment Documents
Payment Terms
Conditions Precedent
Completion Obligations
Warranties
Representations
Confidentiality
Board Rights
Information Rights
Pre-emption Rights
Transfer Restrictions
Tag-Along Rights
Drag-Along Rights
Anti-dilution Protection
Restrictive Covenants
Assignment
Notices
Costs
Severability
Entire Agreement
Variation
Waiver
Third Party Rights
Counterparts
Governing Law
Jurisdiction
Further Assurance
Good Faith
Force Majeure
Termination
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