51Ƶ

Private Investment Agreement for Philippines

Private Investment Agreement Template for Philippines

A comprehensive legal document governed by Philippine law that establishes the terms and conditions for private investment in a company. The agreement details the investment amount, share allocation, investor rights, corporate governance provisions, and protection mechanisms for all parties involved. It ensures compliance with Philippine investment regulations, including foreign ownership restrictions where applicable, and incorporates necessary safeguards for both investors and the investee company. The document addresses key aspects such as board representation, information rights, transfer restrictions, and exit mechanisms, while adhering to the requirements of the Philippine Foreign Investments Act and Corporation Code.

Your data doesn't train Genie's AI

You keep IP ownership of your information

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Download a Standard Template

4.6 / 5
4.8 / 5
Access for free
OR

Alternatively: Run an advanced review of an existing
Private Investment Agreement

Let Genie AI's market-leading legal AI identify missing terms, unusual language, compliance issues and more - in just seconds.

What is a Private Investment Agreement?

The Private Investment Agreement is a crucial document used in the Philippine business landscape when a company seeks to raise capital through private investment. This agreement is particularly important in the context of Philippine corporate law, which has specific requirements regarding foreign ownership limitations and investment structures. The document typically comes into play during funding rounds, strategic investments, or when companies seek growth capital. It must comply with various Philippine regulations, including the Foreign Investments Act, Corporation Code, and Securities Regulation Code. The Private Investment Agreement covers essential elements such as investment terms, shareholder rights, corporate governance, and exit provisions, while ensuring alignment with Philippine legal requirements and market practices. It serves as the primary document governing the relationship between investors and the investee company, providing clarity on rights, obligations, and protections for all parties involved.

What sections should be included in a Private Investment Agreement?

1. Parties: Identification of the investor(s) and investee company, including their complete legal names, registration details, and addresses

2. Background: Context of the investment, brief description of the investee company's business, and purpose of the investment

3. Definitions: Definitions of key terms used throughout the agreement

4. Investment Terms: Details of the investment amount, type of securities being issued, and payment terms

5. Conditions Precedent: Conditions that must be satisfied before the investment is completed

6. Closing Mechanics: Procedures for completing the investment, including timing and delivery requirements

7. Representations and Warranties: Statements of fact and assurances from both parties

8. Covenants: Ongoing obligations of the parties, including company operations and investor rights

9. Corporate Governance: Board composition, voting rights, and management structure

10. Information Rights: Investor's rights to receive financial and operational information

11. Transfer Restrictions: Limitations on the transfer of securities and ownership

12. Exit Rights: Provisions for investor exit, including put options or IPO rights

13. Events of Default: Circumstances constituting default and corresponding remedies

14. Confidentiality: Obligations regarding confidential information

15. Governing Law and Dispute Resolution: Choice of Philippine law and dispute resolution mechanisms

16. Miscellaneous: Standard boilerplate provisions including notices, amendments, and severability

What sections are optional to include in a Private Investment Agreement?

1. Tag-Along Rights: Include when minority investor protection is needed, giving right to join in sale of majority stake

2. Drag-Along Rights: Include when majority shareholders need right to force minority to join in company sale

3. Anti-Dilution Protection: Include for venture capital or strategic investments to protect against future down rounds

4. Preferred Rights: Include when issuing preferred shares, detailing liquidation preference and other special rights

5. Environmental and Social Compliance: Include for investments in industries with significant environmental or social impact

6. Technology Rights: Include when investment involves technology transfer or IP rights

7. Foreign Ownership Compliance: Include when foreign investors are involved to ensure compliance with Philippine foreign ownership restrictions

8. Competition Compliance: Include when investment might trigger Philippine Competition Act thresholds

What schedules should be included in a Private Investment Agreement?

1. Schedule 1 - Corporate Information: Details of company structure, capitalization table, and subsidiaries

2. Schedule 2 - Disclosure Schedule: Exceptions to representations and warranties

3. Schedule 3 - Form of Share Certificate: Template for share certificates to be issued

4. Schedule 4 - Key Performance Indicators: Specific performance metrics and targets

5. Schedule 5 - Required Consents: List of third-party and regulatory approvals needed

6. Schedule 6 - Intellectual Property: List of company's IP assets and rights

7. Appendix A - Shareholders' Agreement: Detailed terms of relationship between shareholders post-investment

8. Appendix B - Board Resolution: Company's board approval of the investment

9. Appendix C - Legal Opinion: Legal opinion from company's counsel on transaction validity

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Jurisdiction

Philippines

Publisher

Genie AI

Cost

Free to use
Relevant legal definitions


































































Clauses














































Relevant Industries

Technology

Real Estate

Manufacturing

Financial Services

Agriculture

Healthcare

Renewable Energy

E-commerce

Telecommunications

Infrastructure

Education

Food and Beverage

Retail

Business Process Outsourcing

Relevant Teams

Legal

Finance

Corporate Development

Mergers & Acquisitions

Compliance

Executive Leadership

Corporate Secretariat

Investment

Business Development

Risk Management

Relevant Roles

Chief Executive Officer

Chief Financial Officer

Chief Legal Officer

Corporate Secretary

Investment Director

Managing Partner

Legal Counsel

Investment Manager

Corporate Lawyer

Compliance Officer

Business Development Director

Board Member

Finance Director

Company Secretary

Investment Analyst

Industries








Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

Find the exact document you need

Real Estate Investment Operating Agreement

A Philippine law-governed agreement establishing operational terms and management structure for real estate investments, including investor rights, responsibilities, and profit-sharing arrangements.

find out more

Share Partner Agreement

A Philippine law-governed agreement establishing share-based partnership terms, rights, and obligations between business partners.

find out more

Capital Raising Agreement

A Philippine law-governed agreement establishing terms and conditions for company capital raising, ensuring compliance with local securities and corporate regulations.

find out more

Investment Contract For Small Business

A Philippine law-governed agreement establishing terms and conditions for small business investment, including rights, obligations, and regulatory compliance requirements.

find out more

Private Equity Fund Subscription Agreement

A Philippine law-governed agreement documenting an investor's subscription to a private equity fund, including investment terms and regulatory compliance requirements.

find out more

Term Sheet For Share Purchase Agreement

A Philippine law-governed preliminary agreement outlining key terms and conditions for a proposed share purchase transaction, serving as the basis for a definitive Share Purchase Agreement.

find out more

Stock Broker Agreement

A Philippine law-governed agreement between a stock broker and client establishing terms for securities trading services and regulatory compliance.

find out more

Short Term Investment Contract

A Philippine law-governed agreement establishing terms for short-term investments, including investment parameters, returns, and regulatory compliance requirements.

find out more

Share Trust Agreement

A Philippine law-governed agreement establishing a trust arrangement for corporate shares, detailing trustee duties, beneficiary rights, and regulatory compliance requirements.

find out more

Private Investment Agreement

A Philippine law-governed agreement establishing terms and conditions for private investment in a company, including investment terms, shareholder rights, and regulatory compliance requirements.

find out more

Mou Agreement For Investment In Business

A preliminary investment agreement under Philippine law outlining proposed terms and conditions for business investment, serving as a framework for future definitive agreements.

find out more

Investment Protection Agreement

A Philippine law-governed agreement that protects investor rights and ensures compliance with local investment regulations while providing comprehensive investment safeguards.

find out more

Bilateral Investment Agreement

A Philippine law-governed agreement establishing investment terms between foreign and local entities, incorporating key local investment regulations and protections.

find out more

Future Equity Agreement

A Philippine law-governed agreement for future conversion of investment into equity shares, typically used in startup funding.

find out more

Stock Buy Back Agreement

A Philippine law-governed agreement facilitating a corporation's repurchase of its own shares from existing shareholders, compliant with local corporate and securities regulations.

find out more

Shareholders Agreement And Share Subscription Agreement

A Philippine law-governed agreement combining share subscription terms and ongoing shareholder relationships, establishing rights, obligations, and governance structure between shareholders and the company.

find out more

Purchase Term Sheet

A preliminary document under Philippine law that outlines key terms and conditions for a proposed purchase transaction, serving as a framework for negotiations and subsequent definitive agreements.

find out more

Purchase Of Shares Agreement

A Philippine law-governed agreement for the sale and transfer of shares between parties, including terms of sale, warranties, and completion requirements.

find out more

Memorandum Of Agreement For Investment

A Philippine law-governed agreement that establishes the terms and conditions for an investment transaction, ensuring compliance with local investment regulations while protecting all parties' interests.

find out more

Deed Of Sale Of Shares Of Stock

A formal legal document used in the Philippines for transferring share ownership between parties, governed by Philippine corporate and securities laws.

find out more

Business Investment Contract

A Philippine law-governed agreement establishing terms and conditions for business investment transactions, including investment structure, ownership rights, and regulatory compliance.

find out more

Venture Capital Agreement

A Philippine law-governed agreement establishing terms and conditions for venture capital investment, including investment structure, shareholders' rights, and governance mechanisms.

find out more

Stock Share Agreement

A legally binding agreement for the transfer of company shares between parties, compliant with Philippine corporate and securities laws.

find out more

Startup Investment Term Sheet

A Philippine law-governed document outlining key terms and conditions for startup investment, serving as a basis for final investment agreements.

find out more

Return On Investment Contract

A Philippine law-governed agreement establishing investment terms, returns calculation, and parties' rights and obligations in an investment arrangement.

find out more

Preference Share Agreement

A Philippine law-governed agreement establishing the terms and conditions for issuing preferred shares, including dividend rights, voting rights, and other preferential terms.

find out more

Non Discretionary Investment Advisory Agreement

A Philippine-compliant agreement for non-discretionary investment advisory services, establishing advisor-client relationships under local securities regulations.

find out more

Loss Share Agreement

A Philippine law-governed agreement establishing terms for sharing losses between parties on specified assets or portfolios, including calculation methods and claims procedures.

find out more

Discretionary Investment Advisory Agreement

A Philippine-law governed agreement authorizing an investment adviser to make discretionary investment decisions on behalf of a client, subject to SEC regulations and agreed parameters.

find out more

Agreement For Transfer Of Shares

A legal agreement under Philippine law facilitating the transfer of company shares from a seller to a buyer, including all terms, conditions, and regulatory requirements.

find out more

Restaurant Investment Contract

A Philippine law-governed agreement establishing terms for restaurant investment, including ownership, operations, and profit-sharing arrangements.

find out more

Investment Club Operating Agreement

A Philippine-law governed agreement establishing an investment club's structure, operations, and member relationships in compliance with local securities regulations.

find out more

Agreement To Sell Shares Of A Company

A Philippine law-governed agreement documenting the terms and conditions for the sale and transfer of company shares between parties.

find out more

Share Investment Agreement

A Philippine law-governed agreement documenting terms and conditions for share investment in a company, including investment terms, rights, and obligations.

find out more

Preferred Stock Subscription Agreement

A Philippine law-governed agreement for the subscription of preferred shares, detailing share rights, privileges, and investment terms.

find out more

Wholesale Real Estate Purchase Agreement

A Philippine law-governed agreement for wholesale real estate transactions, enabling property purchase with assignment rights for resale to end buyers.

find out more

Stock Purchase Agreement Term Sheet

A preliminary document under Philippine law outlining key terms and conditions for a proposed stock purchase transaction, serving as the foundation for a definitive agreement.

find out more

Equity Shares Agreement

A Philippine law-governed agreement detailing the terms and conditions for the transfer of company shares, including price, rights, and obligations of the parties involved.

find out more

Term Sheet For Investors

A preliminary agreement outlining key investment terms and conditions for company funding in the Philippines, serving as a basis for definitive investment documents.

find out more

Limited Partnership Agreement Venture Capital

A Philippine-law governed agreement establishing a limited partnership structure for venture capital investments, defining relationships between managing partners and investors.

find out more
See more related templates

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