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Affordable legal document templates written by experienced practising lawyers trusted by UK businesses and beyond
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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.
Legal due diligence checklist for an investment in a start-up company, for a company which has not commenced trading or has only traded for a limited period.
Legal due diligence checklist for an investment in an established business, for a company which has a trading history and may also act as the parent company for a group of companies.
Employment agreement template for a junior employee.
Employment agreement for a senior employee, containing additional terms reflecting the employee’s seniority and which may not be applicable for a junior employee.
This short-form agreement is presented as a letter. It’s perfect for straightforward investment deals where the company agrees not to negotiate or make deals with other investors for a set time.
This detailed agreement is designed for complex transactions. It provides robust legal protections, ensuring the company won’t negotiate with other investors during the exclusivity period.
Trade mark assignment for the transfer of trade marks to a company, to be entered into at closing of an investment transaction, covering both unregistered and registered trade marks, including trade mark applications.
Deed of Assignment of Intellectual Property Rights by a founder to a company, to be entered into at closing of an investment transaction.
Deed of Assignment of Intellectual Property Rights by a third party contractor to a company, to be entered into at closing of an investment transaction where due diligence has revealed that the IP developed by contractor has not been formally assigned to the company.
Buy as a bundle and save. We’ve put together for you some of the main documents you’ll need for investment transaction with a single investor in a private limted company.
Combined investment and shareholders agreement for the investment by a single investor in a start-up private limited company. The agreement covers the investment transaction and also acts as the shareholders agreement between the investor and the founders of the company.
Combined investment and shareholders agreement for the investment by multiple investors in a start-up private limited company. The agreement covers the investment transaction and also acts as the shareholders agreement between the investors and the founders of the company.
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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
