The Equity Investment Agreement is a crucial document used when an investor seeks to acquire shares in a company under Australian law. It is typically employed in various scenarios including venture capital investments, private equity transactions, strategic corporate investments, and growth capital raises. The agreement comprehensively addresses key aspects such as investment terms, shareholder rights, governance arrangements, and exit provisions, while ensuring compliance with Australian regulatory requirements including the Corporations Act 2001 and, where applicable, foreign investment regulations. This document serves as the primary contract governing the relationship between the investor and the company, establishing clear rights, obligations, and protections for all parties involved.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Your data doesn't train Genie's AI
You keep IP ownership of your docs
1. Parties: Identification of the investor(s), company, and any other relevant parties to the agreement
2. Background: Context of the investment, company's business, and purpose of the agreement
3. Definitions and Interpretation: Key terms used throughout the agreement and rules for interpretation
4. Investment Terms: Details of investment amount, share class, price per share, and payment terms
5. Completion: Conditions precedent, completion mechanics, and timing of the investment
6. Warranties and Representations: Company warranties, investor warranties, and accuracy of information provided
7. Company Covenants: Ongoing obligations of the company regarding operations, reporting, and compliance
8. Shareholder Rights: Voting rights, dividend rights, and other rights attached to the shares
9. Board Representation: Rights to appoint directors and board observer rights
10. Information Rights: Regular reporting requirements and access to company information
11. Reserved Matters: Decisions requiring investor consent
12. Transfer Restrictions: Limitations on share transfers and pre-emptive rights
13. Exit Provisions: Tag-along, drag-along rights, and IPO provisions
14. Confidentiality: Protection of confidential information and announcement restrictions
15. Dispute Resolution: Process for resolving disputes between parties
16. General Provisions: Standard boilerplate clauses including notices, amendments, and governing law
1. Anti-Dilution Protection: Protection against future down-rounds, typically included for larger institutional investments
2. FIRB Approval: Required when foreign investment approval is needed under Australian law
3. Founder Commitments: Specific obligations of founders including non-compete and continued involvement
4. Strategic Collaboration: For strategic investors who will have business relationship with the company
5. Employee Share Scheme: If the investment includes establishment of an employee share scheme
6. Environmental, Social and Governance: ESG requirements, typically for institutional or impact investors
7. Multiple Closing Mechanics: For investments with multiple tranches or conditions
8. Special Veto Rights: Additional investor protections beyond standard reserved matters
1. Capital Structure: Pre and post-investment share capital structure
2. Company Details: Corporate information, directors, secretary, registered office
3. Warranties: Detailed list of company warranties
4. Reserved Matters: Comprehensive list of decisions requiring investor consent
5. Completion Requirements: Detailed list of completion deliverables and requirements
6. Form of Board Resolution: Pro-forma board resolutions for completion
7. Deed of Accession: Form for future shareholders to join the agreement
8. Business Plan: Company's business plan and financial projections
9. Key Personnel: Details of key management and their service agreements
10. Disclosure Letter: Company's disclosures against the warranties
Find the exact document you need
Investment For Equity Agreement
An Australian-law governed agreement documenting the terms of an investment in exchange for company shares, including investment amount, share details, and investor rights.
Download
Bank Repurchase Agreement
An Australian-law governed agreement for repurchase transactions between financial institutions, covering securities sale and repurchase terms under Australian banking regulations.
Download
Agreement To Invest In A Business
An Australian-compliant agreement governing the terms and conditions of a business investment, including share allocation, investor rights, and governance provisions.
Download
Short Term Investment Contract
An Australian-law governed agreement establishing terms for short-term investment management between investment professionals and their clients.
Download
Contract Agreement For Investment
An Australian-law governed investment agreement establishing terms and conditions for investment relationships, ensuring compliance with local financial regulations.
Download
Redeemable Preference Share Agreement
An Australian law-governed agreement establishing terms for redeemable preference shares, including issuance, dividend rights, and redemption mechanisms.
Download
Purchase Of Shares Agreement
An Australian law-governed agreement documenting the terms and conditions for the sale and purchase of shares in a company, including price, warranties, and completion requirements.
Download
Investment Repayment Agreement
An Australian law-governed agreement that establishes terms for investment and repayment between an investor and recipient, including security arrangements and compliance requirements.
Download
Investment Agreement Form
An Australian-law governed agreement that establishes terms and conditions for investment transactions, including investor rights, obligations, and protection mechanisms.
Download
Business Investment Contract
An Australian-law governed agreement that establishes the terms and conditions for business investment, including investment structure, shareholder rights, and governance requirements.
Download
Startup Investment Term Sheet
An Australian law-governed document outlining key terms and conditions for a proposed startup investment, serving as a basis for final investment agreements.
Download
Share Allotment Agreement
An Australian legal agreement documenting the terms and conditions for issuing new shares by a company to specified subscribers, ensuring regulatory compliance and protecting all parties' interests.
Download
Project Investment Agreement
An Australian law-governed agreement that structures project investment terms, conditions, and governance framework between investors and project stakeholders.
Download
Preference Share Subscription Agreement
An Australian law agreement governing the subscription and issuance of preference shares, detailing share rights, subscription terms, and parties' obligations.
Download
Loss Share Agreement
An Australian law-governed agreement establishing terms for sharing losses between multiple parties, including calculation methods and payment mechanisms.
Download
Investment Syndicate Agreement
An Australian law-governed agreement establishing an investment syndicate structure, defining investor rights, management responsibilities, and operational framework.
Download
Investment Mandate Agreement
An Australian-law governed agreement establishing the terms for professional investment management services, including investment strategies, fees, and regulatory compliance requirements.
Download
International Investment Agreement
A legally binding agreement governing foreign investment in Australia, incorporating local regulatory requirements and international investment protection standards.
Download
Agreement For Transfer Of Shares
An Australian law-governed agreement that formalizes the transfer of company shares from a seller to a buyer, ensuring legal compliance and protecting both parties' interests.
Download
Agreement For Sale Of Shares
An Australian law-governed agreement documenting the sale and purchase of company shares, including price, terms, warranties, and completion requirements.
Download
Investment Club Operating Agreement
An Australian legal agreement establishing the structure and governance framework for an investment club, including membership rules and investment procedures.
Download
Hedge Fund Subscription Agreement
An Australian-law governed agreement for hedge fund investments, establishing terms and conditions for fund subscription and investor participation.
Download
Capital Raising Mandate Agreement
An Australian agreement appointing a corporate advisor to manage capital raising activities, subject to local securities laws and ASIC regulations.
Download
Stock Contribution Agreement
An Australian-law governed agreement facilitating the transfer of shares from a contributor to a recipient company, typically in exchange for consideration.
Download
Preference Shares Investment Agreement
An Australian law-governed agreement setting out terms and conditions for preference share investments, including investor rights, privileges, and protections.
Download
Investment Subscription Agreement
An Australian law-governed agreement setting out terms and conditions for investing in company securities, including subscription details, warranties, and regulatory compliance requirements.
Download
Personal Investment Contract
An Australian-law governed agreement establishing terms and conditions for professional investment management services between an investment manager and client.
Download
Designated Investment Agreement
An Australian law-governed agreement establishing terms and conditions for designated investment arrangements, ensuring regulatory compliance and investment protection.
Download
Term Sheet For Investors
An Australian-compliant preliminary document outlining key terms and conditions for a proposed investment transaction, serving as the basis for formal investment agreements.
Download
Artist Investment Agreement
An Australian-law governed agreement establishing terms for investment in an artist's work or career, including revenue sharing and rights protection.
Download
Phantom Stock Option Agreement
An Australian-law governed agreement establishing synthetic equity rights that mirror stock options, providing cash payments based on company value appreciation without actual share issuance.
Download
Equity Share Agreement Startup
Australian-law governed agreement for managing equity share arrangements in startups, including share issuance, ownership rights, and governance structure.
Download
Finder's Fee Agreement For Investment Capital
An Australian-law governed agreement establishing terms for intermediary services in securing investment capital, including fee structures and compliance requirements.
Download
Restaurant Investment Agreement
An Australian law-governed agreement establishing terms for restaurant business investment, including capital structure, management rights, and operational requirements.
Download
Real Estate Investment Partnership Agreement
An Australian-law governed agreement establishing a partnership structure for real estate investment activities, defining terms for capital contribution, management, and profit sharing.
Download
Joint Venture Agreement For Real Estate Investing
An Australian law-governed agreement establishing a joint venture between parties for real estate investment purposes, detailing structure, contributions, and operational framework.
Download
Debt Investment Agreement
An Australian law-governed agreement establishing terms and conditions for debt investment, including principal amount, interest, repayment terms, and security arrangements.
Download
Foreign Investment Agreement
An agreement governing foreign investment in Australian assets or entities, ensuring compliance with Australian foreign investment laws and FIRB requirements.
Download
Equity Stake Agreement
An Australian law-governed agreement documenting the terms and conditions for acquiring an ownership stake in a company through share purchase.
Download
Property Investment Contract
An Australian law-governed agreement establishing terms and conditions for property investment arrangements, including investment structure, management, and regulatory compliance.
Download
ұԾ’s Security Promise
Genie is the safest place to draft. Here’s how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; ұԾ’s AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
We are ISO27001 certified, so your data is secure
Organizational security:
You retain IP ownership of your documents and their information
You have full control over your data and who gets to see it
.png)