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Investment Deed Template for Ireland

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Key Requirements PROMPT example:

Investment Deed

"I need an Investment Deed for a Series A investment round where a venture capital firm is investing €5 million in our Irish technology startup, with specific provisions for anti-dilution protection and an employee share option pool to be established by March 2025."

Document background
The Investment Deed serves as the primary legal instrument for documenting significant investment transactions in Ireland. It is typically used when an investor (whether corporate, institutional, or individual) makes a substantial investment in a company in exchange for shares or other securities. The deed comprehensively addresses all aspects of the investment relationship, including valuation, share class rights, investor protections, and governance arrangements. It must comply with Irish corporate law, particularly the Companies Act 2014, and relevant financial services regulations. The Investment Deed is essential for both early-stage investments and later-round funding, providing a robust legal framework that protects all parties' interests while ensuring regulatory compliance in the Irish jurisdiction.
Suggested Sections

1. Parties: Details of the investor(s), investee company, and any other relevant parties

2. Background: Context of the investment, company status, and purpose of the deed

3. Definitions and Interpretation: Definitions of key terms and interpretation rules

4. Investment Amount and Structure: Details of the investment amount, payment terms, and investment structure

5. Conditions Precedent: Conditions that must be satisfied before the investment becomes effective

6. Completion Mechanics: Steps for completing the investment, including timing and documentation requirements

7. Warranties and Representations: Standard warranties from the company and founders

8. Investor Rights: Key rights granted to investors including board representation, veto rights, and information rights

9. Transfer Restrictions: Limitations on share transfers and pre-emption rights

10. Drag and Tag Rights: Co-sale provisions and majority sale rights

11. Confidentiality: Confidentiality obligations of all parties

12. Notices: Process for serving formal notices under the deed

13. General Provisions: Standard boilerplate clauses including governing law, jurisdiction, and entire agreement

Optional Sections

1. Anti-dilution Protection: Protection for investors against future down rounds, included when specifically negotiated

2. Founder Commitments: Specific obligations of founders, included when founders are party to the deed

3. Exit Provisions: Specific provisions regarding future exit scenarios, included for larger investments

4. Enterprise Investment Scheme Provisions: Special provisions if the investment qualifies for EIS relief

5. Preference Rights: Liquidation preference and dividend rights, included for preference share investments

6. Employee Share Option Pool: Provisions regarding ESOP, included when establishing or maintaining an option pool

7. Additional Funding Rounds: Pre-emptive rights and provisions for future funding rounds, included for early-stage investments

Suggested Schedules

1. Schedule 1 - Company Details: Details of the company including capital structure and subsidiaries

2. Schedule 2 - Warranties: Detailed warranties given by the company and warrantors

3. Schedule 3 - Completion Requirements: Detailed list of completion deliverables and requirements

4. Schedule 4 - Reserved Matters: List of matters requiring investor consent

5. Schedule 5 - New Articles: Form of new articles of association to be adopted

6. Appendix A - Deed of Adherence: Form of deed for new shareholders to accede to the investment deed

7. Appendix B - Management Accounts: Latest management accounts of the company

8. Appendix C - Business Plan: Company's business plan and financial projections

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok³ÉÈ˰æ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant legal definitions





















































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Relevant Industries

Technology

Financial Services

Healthcare

Real Estate

Manufacturing

Renewable Energy

E-commerce

Biotechnology

Software Development

Professional Services

Media and Entertainment

Retail

Agriculture

Construction

Education Technology

Relevant Teams

Legal

Finance

Corporate Development

Compliance

Risk Management

Board of Directors

Executive Leadership

Investment

Corporate Governance

Administrative

Relevant Roles

Chief Executive Officer

Chief Financial Officer

Chief Legal Officer

Investment Director

Corporate Lawyer

Investment Manager

Company Secretary

Finance Director

Compliance Officer

Board Director

Managing Director

Investment Analyst

Legal Counsel

Corporate Development Manager

Risk Manager

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

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