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Investing in a Company
Take the risk out of investing in a company. Our legal templates are drafted by lawyers with decades of experience structuring and advising on investment transactions. We cover the entire investment process.
Advance Subscription Agreement for investment in a private limited company. The amount invested will convert at a percentage discount to the price of the company’s next fundraise, subject (if agreed) to an agreed cap on the company valuation
Articles of Association for a start-up company to be adopted at closing of an investment by a single investor. Intended to accompany the Shareholders Agreement, these Articles containing relatively strong protections for the investor.
Articles of Association for a start-up company to be adopted at closing of an investment by multiple investors. Intended to accompany the Shareholders Agreement, these Articles containing relatively strong protections for the investors.
Articles of Association to be adopted at closing of an investment in an established business by a single investor. Intended to accompany the Shareholders Agreement, these Articles balance the rights of the investor with the rights of the founders.
Articles of Association to be adopted at closing of an investment in an established business by multiple investors. Intended to accompany the Shareholders Agreement, these Articles balance the rights of the investors with the rights of the founders.
Good and bad leaver compulsory share transfer clauses for inclusion in the Articles of Association of a private limited company, acting as a mechanism under which the company can require a departed employee to sell shares back to the company or to other shareholders.
Pre-emption rights on the allotment of new shares, giving existing shareholders the right of first refusal on a proposed issue of additional shares in the company. In the form of standalone paragraphs to be included in the company’s Articles of Association.
Pre-emption rights on the transfer of shares, giving existing shareholders the right of first refusal on a proposed transfer of issued shares in the company. In the form of standalone paragraphs to be included in the company’s Articles of Association.
Tag-along and drag-along rights, in the form of standalone paragraphs to be included in the company’s Articles of Association.
This Consultancy Agreement is for the appointment of an individual directly by the client to provide consultancy services on a time basis. The document contains provisions which, in case of doubt, should help avoid the relationship being considered as an employment relationship.
This Consultancy Agreement is for the appointment by the client of a service company to provide consultancy services on a time basis. The service company agrees to procure that a named individual provides the services and that the individual complies with other applicable provisions of the agreement.
Disclosure Letter for use in an investment transaction, disclosing to the investor(s) general and specific matters against the warranties in the investment or subscription agreement.
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We have templates for the legal documents required for your investment transaction whether you:
- own a company which is raising investment or
- want to invest in a company
Our selection of documents covers the entire investment process from start to finish and includes:
- preliminary documents:
- NDAs: NDAs tailored for an investment transaction
- term sheets: a choice of term sheets for either ordinary or preferred shares
- exclusivity agreements: forms of exclusivity agreement if required by the investor
- due diligence: checklists for the legal due diligence requests to be made by the investor
- advance subscription agreement: for a company to raise investment quickly and in a cost-effective manner prior to a financing round
- investment agreements: different forms of investment agreements depending on:
- the number of investors
- whether the company is a start-up or an established business
- whether the parties want a combined investment and shareholders agreement or a separate subscription agreement and shareholders agreement
- Articles of Association: alternative forms of new Articles of Association for the company, to accompany the chosen form of investment agreement
- ancillary transaction documents: documents necessary to complete the investment, including:
- employment agreements for founders and key employees
- disclosure letter to accompany the warranties under the investment agreement
- board resolutions and shareholder resolutions for the target company
- intellectual property assignments
