The Equity Funding Agreement is essential for any transaction where investors are taking an equity stake in a company under English and Welsh law. It serves as the primary document governing the relationship between investors and the company, detailing crucial aspects such as investment terms, shareholder rights, and company obligations. This agreement is particularly important in startup and scale-up funding rounds, where clear documentation of investment terms, valuation, and governance rights is crucial. The document typically incorporates various protections for both investors and the company, while ensuring compliance with UK corporate and securities laws.
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1. Parties: Details of the investor(s) and investee company
2. Background: Context of the investment and company's current position
3. Definitions: Key terms used throughout the agreement
4. Investment Terms: Amount, share class, and price of investment
5. Conditions Precedent: Conditions that must be met before completion
6. Completion Mechanics: Process and requirements for completing the investment
7. Warranties: Company and founder representations
8. Investor Rights: Voting, board representation, and information rights
1. Anti-dilution Protection: Protection against future down rounds - typically included for larger institutional investors
2. Tag-Along Rights: Right to join in sale of shares - included for minority investor protection
3. Drag-Along Rights: Ability to force minority shareholders to join sale - included for majority shareholder exit rights
4. EIS/SEIS Provisions: Specific provisions for tax relief qualification - included when investment qualifies for EIS/SEIS schemes
1. Schedule 1: Particulars of the Company: Details of company structure, share capital, and directors
2. Schedule 2: Warranties: Detailed company warranties
3. Schedule 3: Conditions Precedent: Detailed list of conditions to be satisfied
4. Schedule 4: Completion Requirements: Documents and actions required at completion
5. Appendix 1: New Articles: New articles of association to be adopted
6. Appendix 2: Disclosure Letter: Exceptions to warranties
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