Investment Sharing Agreement

Investment Sharing Agreement Template for Ireland

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Key Requirements PROMPT example:

"I need an Investment Sharing Agreement under Irish law for a tech startup receiving €2M investment from three venture capital firms, with specific provisions for staged investments through 2025 and anti-dilution protection for early investors."

Document background

The Investment Sharing Agreement is a crucial document used in Irish business transactions where multiple parties seek to pool their investment resources and define their rights and obligations in a shared investment venture. This agreement type is particularly relevant in the Irish market where cross-border investments and complex investment structures are common. The document addresses key aspects required under Irish law including regulatory compliance, corporate governance, and investor protection measures. It provides a framework for managing investment contributions, distributions, and exit strategies while ensuring compliance with both domestic Irish legislation and relevant EU regulations. The Investment Sharing Agreement is essential for structuring co-investment arrangements, joint ventures, and investment syndicates, incorporating specific provisions required by Irish financial services regulations and company law.

Suggested Sections

1. Parties: Identification and details of all parties to the agreement

2. Background: Context of the investment arrangement and purpose of the agreement

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

4. Investment Structure: Details of the investment vehicle, structure, and mechanics

5. Investment Contributions: Specification of each party's investment contributions, whether monetary or in-kind

6. Ownership and Distribution Rights: Allocation of ownership interests and distribution of returns

7. Management and Control: Governance structure and decision-making processes

8. Transfer Restrictions: Limitations on transfer of investment interests

9. Regulatory Compliance: Obligations regarding regulatory compliance and reporting

10. Representations and Warranties: Standard and specific warranties from all parties

11. Confidentiality: Protection of confidential information and trade secrets

12. Term and Termination: Duration of agreement and termination provisions

13. Exit Mechanisms: Procedures for exit including tag-along and drag-along rights

14. Dispute Resolution: Process for resolving disputes between parties

15. General Provisions: Standard boilerplate clauses including notices, amendments, and governing law

Optional Sections

1. Anti-Dilution Protection: Protection mechanisms against dilution of investment, included when dealing with company investments

2. Co-Sale Rights: Rights of investors to participate in future sales, relevant for venture capital investments

3. Pre-emptive Rights: Rights to participate in future funding rounds, included for growth investments

4. Information Rights: Specific rights to company information and reports, relevant for minority investors

5. Board Representation: Rights to board seats or observer status, included for significant investments

6. Investment Milestones: Staged investment conditions and requirements, used for phased investments

7. Non-Compete Provisions: Restrictions on competitive activities, included when investors have access to sensitive information

8. Tax Matters: Specific tax treatment and obligations, included for complex investment structures

Suggested Schedules

1. Schedule 1 - Investment Details: Detailed breakdown of investment amounts, valuations, and ownership percentages

2. Schedule 2 - Business Plan: Overview of business strategy and financial projections

3. Schedule 3 - Conditions Precedent: List of conditions that must be met before investment completion

4. Schedule 4 - Deed of Adherence: Template for new parties joining the agreement

5. Schedule 5 - Reserved Matters: List of decisions requiring special approval

6. Schedule 6 - Initial Officers: Details of initial management team and key personnel

7. Appendix A - Calculation Methods: Detailed methodology for calculating valuations and returns

8. Appendix B - Reporting Requirements: Specific requirements for financial and operational reporting

Authors

Alex Denne

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

alex.den.21@genieai.co

Relevant legal definitions

Clauses

Relevant Industries

Financial Services

Technology

Real Estate

Healthcare

Renewable Energy

Manufacturing

Biotechnology

Agriculture

Infrastructure

E-commerce

Professional Services

Media and Entertainment

Relevant Teams

Legal

Finance

Investment

Compliance

Risk Management

Corporate Development

Treasury

Tax

Business Development

Operations

Relevant Roles

Chief Investment Officer

Investment Director

Legal Counsel

Chief Financial Officer

Investment Manager

Corporate Lawyer

Compliance Officer

Financial Controller

Investment Analyst

Portfolio Manager

Risk Manager

Company Secretary

Managing Director

Investment Partner

Fund Manager

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