Equity Shares Agreement Template for India

Create a bespoke document in minutes,  or upload and review your own.

4.6 / 5
4.8 / 5

Let's create your Equity Shares Agreement

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

Equity Shares Agreement

"I need an Equity Shares Agreement for my tech startup to issue 15% of our company's shares to a venture capital investor, with provisions for board seat allocation and anti-dilution protection, to be completed by March 2025."

Document background
The Equity Shares Agreement is a fundamental document in Indian corporate transactions, used when companies issue new shares or when existing shares are being transferred between parties. This agreement is essential for both private and public companies in India, operating under the framework of the Companies Act 2013 and related regulations. It typically includes detailed provisions about share valuation, transfer mechanisms, shareholder rights (including voting and dividend rights), restrictions on transfer, tag-along and drag-along rights, and governance provisions. The document is particularly crucial in investment rounds, corporate restructuring, or when implementing employee stock ownership plans. It must comply with Indian corporate law requirements, securities regulations, and where applicable, foreign investment rules.
Suggested Sections

1. Parties: Identification of all parties to the agreement, including the company, existing shareholders, and new shareholders

2. Background: Context of the transaction, including company details, existing shareholding, and purpose of the agreement

3. Definitions: Definitions of key terms used throughout the agreement

4. Share Details: Details of shares being transferred/issued, including number, class, and price per share

5. Consideration: Payment terms, method, and timing for the share purchase/subscription

6. Completion: Conditions precedent, completion obligations, and timing of the share transfer

7. Representations and Warranties: Statements of fact and assurances from all parties

8. Covenants: Ongoing obligations of the parties post-completion

9. Transfer Restrictions: Limitations on future transfer of shares and right of first refusal provisions

10. Termination: Circumstances under which the agreement can be terminated

11. Governing Law and Jurisdiction: Specification of Indian law as governing law and jurisdiction for disputes

12. Notices: Process and addresses for formal communications between parties

13. Confidentiality: Obligations regarding confidential information

14. General Provisions: Standard boilerplate clauses including severability, entire agreement, and amendments

Optional Sections

1. Tag-Along Rights: Include when minority shareholders need protection to sell their shares alongside majority shareholders

2. Drag-Along Rights: Include when majority shareholders need the right to force minority shareholders to join in the sale of shares

3. Anti-Dilution Protection: Include when investors need protection against future dilution of their shareholding

4. Board Representation: Include when new shareholders are to be granted board seats

5. Dividend Rights: Include when specific dividend rights or policies need to be established

6. FEMA Compliance: Include when foreign investors are involved in the transaction

7. Pre-emptive Rights: Include when existing shareholders should have first right to subscribe to new share issues

8. Information Rights: Include when certain shareholders are to be granted specific information access rights

Suggested Schedules

1. Schedule 1 - Share Capital Structure: Details of pre and post-transaction shareholding pattern

2. Schedule 2 - Company Information: Detailed corporate information including registration details, directors, and material contracts

3. Schedule 3 - Warranties: Detailed list of warranties given by the company and/or selling shareholders

4. Schedule 4 - Completion Obligations: Detailed list of actions and documents required at completion

5. Schedule 5 - Reserved Matters: List of decisions requiring special approval rights

6. Schedule 6 - Deed of Adherence: Form of deed for new shareholders to join the agreement

7. Schedule 7 - Corporate Authorizations: Copies of board and shareholder resolutions approving the transaction

8. Schedule 8 - Disclosure Letter: Exceptions and qualifications to the warranties

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant legal definitions
Clauses
Relevant Industries

Technology

Manufacturing

Financial Services

Healthcare

Real Estate

Retail

E-commerce

Infrastructure

Education

Telecommunications

Professional Services

Energy

Media and Entertainment

Relevant Teams

Legal

Finance

Corporate Secretarial

Compliance

Corporate Development

Investment

Board of Directors

Executive Leadership

Mergers & Acquisitions

Relevant Roles

Chief Executive Officer

Chief Financial Officer

Company Secretary

Legal Counsel

Corporate Lawyer

Investment Manager

Private Equity Manager

Venture Capitalist

Director of Finance

Compliance Officer

Investment Banker

Board Director

Financial Controller

Managing Director

Head of Corporate Development

Mergers & Acquisitions Director

Industries
Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

Find the exact document you need

Private Equity Employment Agreement

An Indian law-governed employment agreement for private equity professionals, covering standard terms and PE-specific provisions including carried interest and co-investment rights.

find out more

Equity Compensation Agreement

An Indian law-governed agreement establishing terms for granting equity-based compensation to employees, including vesting conditions and regulatory compliance requirements.

find out more

Sweat Equity Contract

An Indian law-governed agreement for issuing equity shares to employees/directors in lieu of their non-monetary contributions to the company.

find out more

Simple Agreement For Equity

An Indian law-compliant investment agreement providing rights to future equity in early-stage companies, commonly used in startup funding.

find out more

Equity Line Agreement

An Indian law-governed agreement establishing an investor's commitment to provide staged equity funding through share purchases, subject to SEBI regulations.

find out more

Equity For Services Agreement

An Indian law-governed agreement defining terms for services provided in exchange for company equity, including service scope, equity terms, and compliance requirements.

find out more

Earned Equity Agreement

An Indian law-compliant agreement outlining terms for earning company shares through performance or time-based criteria, subject to Companies Act and SEBI regulations.

find out more

Co Founder Equity Agreement

An Indian law-governed agreement establishing equity distribution and rights among company co-founders, defining ownership structure and operational terms.

find out more

Equity Agreement Contract

An Indian law-governed agreement for equity share issuance or transfer, detailing investment terms and shareholder rights under the Companies Act 2013.

find out more

Equity Shares Agreement

An Indian law-governed agreement establishing terms for equity share issuance, transfer, or subscription, including shareholder rights and obligations.

find out more

Private Equity Purchase Agreement

An Indian law-governed agreement documenting terms and conditions for private equity investment, including share purchase, warranties, and post-closing obligations.

find out more

Phantom Stock Option Agreement

An Indian law-governed agreement that provides employees with financial benefits linked to company stock value without actual share transfer.

find out more

Startup Equity Contract

An Indian law-governed agreement establishing terms for equity investment in startups, including share allocation, investor rights, and regulatory compliance.

find out more

Phantom Stock Award Agreement

An Indian law-governed agreement establishing terms for granting phantom stock units as employee compensation, simulating stock ownership without actual equity transfer.

find out more

Equity Share Contract

An Indian law-governed agreement for the issuance or transfer of equity shares, outlining share terms, rights, and obligations under Companies Act 2013.

find out more

Equity Incentive Agreement

An Indian law-governed agreement establishing terms for granting equity-based incentives to employees, including grant details, vesting conditions, and regulatory compliance requirements.

find out more

Convertible Agreement Regarding Equity

An Indian law-governed investment agreement that enables conversion of invested funds into equity shares at a future date, subject to specified terms and conditions.

find out more

Equity Stake Agreement

An Indian law-governed agreement documenting the terms and conditions of equity share purchase in a company, including share details, rights, and obligations of all parties.

find out more

Equity Release Agreement

An Indian law-governed agreement allowing property owners to access their property's equity value while maintaining residency rights.

find out more

Private Equity Shareholders Agreement

An Indian law-governed agreement establishing rights and obligations between private equity investors, target company, and existing shareholders.

find out more

Equity Buyout Agreement

An Indian law-governed agreement detailing the terms and conditions for the purchase and sale of equity shares in a company, including purchase price, warranties, and completion mechanics.

find out more

Private Equity Investment Agreement

An Indian law-governed agreement documenting terms and conditions of private equity investment, including investment structure, rights, and obligations of all parties.

find out more

Phantom Stock Agreement

An Indian law-governed agreement establishing a phantom stock plan that provides employees with benefits of stock ownership without actual equity transfer.

find out more

Standby Equity Purchase Agreement

An Indian law-governed agreement establishing an investor's commitment to purchase company shares on a standby basis, subject to predetermined conditions and SEBI regulations.

find out more

Restricted Stock Unit Agreement

An Indian law-governed agreement establishing terms for granting Restricted Stock Units (RSUs) to employees, including vesting schedules and compliance requirements.

find out more

Equity Commitment Agreement

An Indian law-governed agreement establishing terms for equity investment commitment, including funding conditions, closing mechanics, and regulatory compliance requirements.

find out more

Employee Equity Agreement

An Indian law-governed agreement establishing terms for employee equity ownership, including grant details, vesting conditions, and regulatory compliance requirements.

find out more

Standby Equity Distribution Agreement

An Indian law-governed agreement enabling companies to raise capital through flexible, on-demand issuance of equity shares to predetermined investors.

find out more

Private Equity Agreement

An Indian law-governed agreement establishing terms and conditions for private equity investment, including investment structure, shareholder rights, and governance mechanisms.

find out more

Equity Participation Agreement

An Indian law-governed agreement defining terms and conditions for equity investment in a company, including shareholding rights, governance, and exit provisions.

find out more

Private Equity Subscription Agreement

An Indian law-governed agreement detailing terms and conditions for private equity investment in a target company through share subscription.

find out more

Equity Distribution Agreement

An Indian law-governed agreement establishing terms for equity securities distribution, compliant with SEBI regulations and Indian corporate law.

find out more

Equity Contribution Agreement

An Indian law-governed agreement detailing terms and conditions for equity investment in a company, including share allocation, rights, and obligations of all parties.

find out more

Equity Buyback Agreement

An Indian law-governed agreement detailing terms and conditions for a company's repurchase of its own shares from existing shareholders.

find out more

Equity Investment Agreement

An Indian law-governed agreement detailing terms and conditions for equity investment in a company, including share acquisition, investor rights, and governance structure.

find out more

Employee Stock Options Agreement

An Indian law-governed agreement establishing terms for granting company stock options to employees, including vesting, exercise conditions, and regulatory compliance requirements.

find out more

Equity Interest Transfer Agreement

An Indian law-governed agreement that documents and executes the transfer of equity interests between parties, ensuring regulatory compliance and protecting all stakeholders' interests.

find out more

Download our whitepaper on the future of AI in Legal

By providing your email address you are consenting to our Privacy Notice.
Thank you for downloading our whitepaper. This should arrive in your inbox shortly. In the meantime, why not jump straight to a section that interests you here: https://www.genieai.co/our-research
Oops! Something went wrong while submitting the form.

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.