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
Equity Investment Agreement
"I need an Equity Investment Agreement for a Series A investment of SGD 5 million in my Singapore-based fintech startup, with the deal expected to close by March 2025 and including standard anti-dilution and board appointment rights for the lead investor."
1. Parties: Identification of the company, investor(s), and any other relevant parties to the agreement
2. Background: Context of the investment, company's business, and purpose of the agreement
3. Definitions and Interpretation: Key terms used throughout the agreement and rules of interpretation
4. Investment Terms: Details of the investment amount, share class, price per share, and payment terms
5. Completion: Conditions precedent, completion mechanics, and timing of the investment
6. Warranties and Representations: Company and founder warranties, with investor warranties if applicable
7. Pre-completion Covenants: Obligations of parties between signing and completion
8. Post-completion Covenants: Ongoing obligations after the investment is completed
9. Board Composition: Board structure, appointment rights, and related governance matters
10. Reserved Matters: Decisions requiring investor consent or special approval
11. Information and Inspection Rights: Investor's rights to company information and financial reports
12. Transfer Restrictions: Limitations on share transfers and required procedures
13. Exit Provisions: Terms relating to company sale, IPO, or other exit events
14. Confidentiality: Protection of confidential information and trade secrets
15. General Provisions: Standard boilerplate clauses including notices, amendments, governing law
1. Anti-dilution Protection: Protection for investors against future down rounds, optional based on negotiation
2. Tag-Along Rights: Right to join in sale of shares by other shareholders, typically included for minority protection
3. Drag-Along Rights: Ability to force minority shareholders to join in a company sale, included for majority protection
4. Founder Commitments: Specific obligations for founders including non-compete and service commitments, used when founders are key to business
5. ROFR and ROFO: Right of first refusal and right of first offer on future share transfers, optional based on shareholder agreement
6. Preference Rights: Liquidation preference and dividend rights, included for preferred share investments
7. Future Funding Rounds: Pre-emptive rights and provisions for future fundraising, optional based on investment stage
8. Employee Share Option Pool: Terms relating to ESOP, included if employee options are part of cap table planning
1. Cap Table: Current and post-investment shareholding structure
2. Company Information: Key corporate details, directors, officers, and corporate structure
3. Warranties: Detailed list of company and founder warranties
4. Reserved Matters List: Comprehensive list of decisions requiring special approval
5. Completion Obligations: Detailed list of documents and actions required at completion
6. Key Terms of Employment: Summary of key employee agreements and terms
7. Permitted Transfers: List of pre-approved share transfer scenarios
8. Form of Deed of Adherence: Template for new shareholders to join the agreement
9. Management Accounts: Recent financial statements and management accounts
Authors
Affiliate
Anti-dilution Shares
Board
Business
Business Day
Business Plan
Completion
Completion Date
Conditions Precedent
Confidential Information
Constitution
Control
Deed of Adherence
Director
Disclosed
Disclosure Letter
Encumbrance
Event of Default
Exercise Notice
Exercise Period
Exit Event
Fair Market Value
Financial Year
Fully Diluted Share Capital
Group
Group Company
Independent Expert
Investment Amount
Investor Director
Investor Shares
IPO
Key Employees
Management Accounts
Material Adverse Change
New Securities
Ordinary Shares
Parties
Permitted Transferee
Pre-emptive Right
Preference Shares
Prohibited Transfer
Reserved Matters
ROFO Notice
ROFR Notice
Securities
Share Capital
Shareholder
Shareholders' Agreement
Subscription Price
Subsidiary
Tag-Along Notice
Tag-Along Right
Transfer
Valuation
Warranties
Working Capital
Payment Terms
Completion Conditions
Warranties and Representations
Board Appointment Rights
Reserved Matters
Pre-emptive Rights
Anti-dilution Protection
Tag-Along Rights
Drag-Along Rights
Information Rights
Inspection Rights
Share Transfer Restrictions
Right of First Refusal
Right of First Offer
Confidentiality
Non-Competition
Non-Solicitation
Exit Rights
IPO Rights
Put Option
Call Option
Liquidation Preference
Dividend Rights
Management Provisions
Founder Obligations
Restrictive Covenants
Default
Termination
Dispute Resolution
Governing Law
Assignment
Notices
Force Majeure
Severability
Entire Agreement
Amendment
Costs and Expenses
Time of Essence
Further Assurance
Chief Financial Officer
Chief Legal Officer
General Counsel
Investment Director
Corporate Lawyer
Investment Manager
Legal Counsel
Company Secretary
Finance Director
Venture Capital Partner
Private Equity Director
Corporate Development Manager
Board Director
Managing Director
Compliance Officer
Find the exact document you need
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.