Investment Contract For Small Business Template for South Africa

1. Tag-Along Rights: Used when minority shareholders need protection to join in sale of majority shares

2. Drag-Along Rights: Include when majority shareholders may need to force minority shareholders to join in a sale

3. Anti-dilution Provisions: Include for protection against future dilution of investor's stake

4. Staged Investment: Used when the investment will be made in multiple tranches based on milestones

5. B-BBEE Compliance: Specific section for B-BBEE requirements and compliance plans

6. Management Provisions: Include when investors require specific management arrangements or veto rights

7. Intellectual Property Rights: Include when the business has significant IP assets

8. Employee Share Scheme: Include if an employee share scheme is part of the investment structure

1. Schedule 1: Company Information: Detailed company information including registration documents, directors, and shareholding structure

2. Schedule 2: Business Plan: Detailed business plan and financial projections

3. Schedule 3: Warranties: Comprehensive list of warranties given by the company and existing shareholders

4. Schedule 4: Share Capital: Details of share capital structure pre and post-investment

5. Schedule 5: Key Personnel: Details of key employees and their roles

6. Schedule 6: Material Contracts: List and summary of material contracts affecting the business

7. Appendix A: Shareholders Agreement: If separate, the full shareholders agreement that will govern post-investment

8. Appendix B: Disclosure Schedule: Exceptions and qualifications to the warranties