Private Equity Investment Agreement Template for South Africa

1. Anti-dilution Protection: Protection against value dilution, used when future capital raises are anticipated

2. BEE Compliance: Specific provisions for maintaining or achieving BEE compliance, required for deals with BEE elements

3. Management Incentive Plan: Terms of management equity participation, used when management incentivization is part of the deal

4. Environmental, Social and Governance (ESG): ESG requirements and reporting, included for investors with ESG mandates

5. Foreign Exchange Provisions: Special provisions for cross-border investments, required for foreign investors

6. Put Option Rights: Investor's right to force company/shareholders to buy their shares, included for additional exit security

7. Earn-out Provisions: Performance-based additional payments, used in deals with significant growth expectations

8. Competition Law Compliance: Special provisions for transactions requiring competition authority approval

1. Schedule 1: Capital Structure: Detailed breakdown of pre- and post-investment shareholding

2. Schedule 2: Warranties: Comprehensive list of warranties given by the company and shareholders

3. Schedule 3: Reserved Matters: List of decisions requiring investor approval

4. Schedule 4: Conditions Precedent: Detailed list of all conditions precedent

5. Schedule 5: Completion Requirements: Detailed closing checklist and requirements

6. Schedule 6: Management Accounts: Latest financial statements and management accounts

7. Schedule 7: Key Personnel: Details of key management and their service agreements

8. Schedule 8: Intellectual Property: List of company's intellectual property rights

9. Appendix A: Share Certificate Form: Form of share certificates to be issued

10. Appendix B: Board Resolution Templates: Templates for required board resolutions

11. Appendix C: Shareholder Resolution Templates: Templates for required shareholder resolutions