When do I use this document? for general business transactions or joint ventures where both parties will disclose confidential information for a shorter form NDA with principal legal protections for the parties What are the key features? 17 paragraphs over 3 pages definitions of Confidential Information and Proposed Transaction confidentiality obligations authorised recipients of Confidential Information circumstances permitting compulsory disclosure procedure for returning Confidential Information to its owner duration of agreement What other documents are available? For a longer form of mutual confidentiality agreement with more extensive protections for the benefit of the disclosing party, see NDA: mutual (long) . For forms of confidentiality agreement where only one party will disclose confidential information see NDA: one way (long) NDA: one way (short)

Investment and Shareholders Agreement: established business single investor

Name: Investment and Shareholder agreement - Paper Rock Docs
SKU: INV005.001
Price: 95.00 GBP
Availability: InStock

Combined investment and shareholders agreement for the investment by a single investor in an established business. The agreement covers the investment transaction and also acts as the shareholders agreement between the investor and the founders of the company.

for an investment by a single investor in an established business
as a combined subscription and shareholders agreement
for full-form warranties to reflect the trading history of the company and any subsidiaries
in conjunction with new Articles of Association – for Paper Rock’s accompanying Articles of Association, see Articles of Association – established business single investor
for investment in a private limited company incorporated in England and Wales

What are the key features?

full form investment/subscription and shareholders agreement (ISHA)
31 clauses and 5 schedules over 45 pages
subscription: mechanism and terms for the subscription for shares by the investor
conditions: conditions to the closing of the investment (if applicable)
completion: completion of the investment, including the issue of shares to the investor and payment by the investor
warranties: warranties from the company and, if agreed, the founder shareholders
limitations on liability: limitations on potential liability under the warranties of the company and, if giving warranties, the founders
directors:
- investor director: the investor’s entitlement to appoint a director
- other directors: the founder shareholder(s) rights to appoint a director
board proceedings: how proceedings of the board will be conducted
future share issues: pre-emption rights on the issue of new shares
share transfers: rules governing the transfer of shares, including:
- pre-emption rights on share transfers
- compulsory transfer events, including founder good and bad leaver clauses
- tag-along and drag-along rights
reserved matters: matters requiring prior approval from the investor and other shareholders
information rights: rights to information for the investor and other shareholders about the company and its finances
restrictive covenants: restrictions on the founders from competing with the company and soliciting the company’s customers, suppliers and employees

What other documents are available?

For separate documents consisting of a Subscription Agreement and Shareholders Agreement for investment by a single investor in an established business, see

For a combined Investment & Shareholders Agreement for an established business with multiple investors, see

Investment and Shareholders Agreement – established business multiple investors

For combined Investment & Shareholders Agreements for a start up business, see

Description

When do I use this document?

for general business transactions or joint ventures
where both parties will disclose confidential information
for a shorter form NDA with principal legal protections for the parties

What are the key features?

17 paragraphs over 3 pages
definitions of Confidential Information and Proposed Transaction
confidentiality obligations
authorised recipients of Confidential Information
circumstances permitting compulsory disclosure
procedure for returning Confidential Information to its owner
duration of agreement

What other documents are available?

For a longer form of mutual confidentiality agreement with more extensive protections for the benefit of the disclosing party, see

NDA: mutual (long).

For forms of confidentiality agreement where only one party will disclose confidential information see

Explanatory Guides

As with all of our document templates, your purchase will include access to clear explanatory guidance on the document and its use.

£95.00 exc VAT

Updated by a lawyer on 02/07/2025

Updated By a lawyer on 04/27/2023

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“I have worked in legal and business affairs for over 25 years and need access to a wide range of corporate and commercial legal precedents. Paperrock is a refreshing source of high-quality legal templates. Superb value for money.”

Amanda | Bannister Creative

“It’s hard to find legal documents on the internet you can really trust. Knowing an expert lawyer has drafted what I need, gives my business the edge and gives me peace of mind.”

Investment and Shareholders Agreement: established business single investor

When do I use this document?

What are the key features?

What other documents are available?

When do I use this document?

What are the key features?

What other documents are available?

Explanatory Guides

As with all of our document templates, your purchase will include access to clear explanatory guidance on the document and its use.

Create your document in 3 Easy Steps

PaperRock offers affordable, legal document templates, written by experienced and expert lawyers, trusted by businesses across the UK and beyond. No hidden charges or trial sign-ups are required to complete your document.

“I have worked in legal and business affairs for over 25 years and need access to a wide range of corporate and commercial legal precedents. Paperrock is a refreshing source of high-quality legal templates. Superb value for money.”

Amanda | Bannister Creative

“It’s hard to find legal documents on the internet you can really trust. Knowing an expert lawyer has drafted what I need, gives my business the edge and gives me peace of mind.”

Elle, Founder | Winslow skincare & aesthetics.

“As an SME Paperrock saves us the legal fees we’ve previously had to spend. In these challenging times that's a big help. Great products and support.”

Giles, MD | Boniti Ltd.

Investment and Shareholders Agreement: established business single investor

When do I use this document?

What are the key features?

What other documents are available?

When do I use this document?

What are the key features?

What other documents are available?

Explanatory Guides

As with all of our document templates, your purchase will include access to clear explanatory guidance on the document and its use.

Related Articles

Create your document in 3 Easy Steps

PaperRock offers affordable, legal document templates, written by experienced and expert lawyers, trusted by businesses across the UK and beyond. No hidden charges or trial sign-ups are required to complete your document.

“I have worked in legal and business affairs for over 25 years and need access to a wide range of corporate and commercial legal precedents. Paperrock is a refreshing source of high-quality legal templates. Superb value for money.”

Amanda | Bannister Creative

“It’s hard to find legal documents on the internet you can really trust. Knowing an expert lawyer has drafted what I need, gives my business the edge and gives me peace of mind.”

Elle, Founder | Winslow skincare & aesthetics.

“As an SME Paperrock saves us the legal fees we’ve previously had to spend. In these challenging times that's a big help. Great products and support.”

Giles, MD | Boniti Ltd.

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