tiktok³ÉÈË°æ

All Countries
Capital Markets
Equity Stake Agreement

Equity Stake Agreement Template for India

Create a bespoke document in minutes,  or upload and review your own.

4.6 / 5
4.8 / 5

Let's create your Equity Stake Agreement

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

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

Equity Stake Agreement

"I need an Equity Stake Agreement for a Series A investment where a venture capital firm is acquiring 15% stake in our technology startup, with the deal expected to close by March 2025; please include standard investor protection clauses and board seat provisions."

Celebrated by
Collaborations with
Investors
Document background
The Equity Stake Agreement is a crucial document used in Indian corporate transactions when an investor acquires ownership in a company through purchase of equity shares. It is essential for both private and public companies engaging in equity investments, mergers, or strategic partnerships. The agreement must comply with Indian regulatory framework, including the Companies Act 2013, SEBI guidelines, and FEMA regulations for foreign investments. It typically contains detailed provisions about share transfer, voting rights, board representation, and investor protections. This document is particularly important in startup funding rounds, strategic investments, and corporate restructuring, where it serves to protect the interests of both the investor and the company while ensuring regulatory compliance.
Suggested Sections

1. Parties: Identification of all parties to the agreement including the company, existing shareholders, and incoming investors

2. Background: Context of the transaction, company information, and purpose of the equity investment

3. Definitions: Detailed definitions of terms used throughout the agreement

4. Share Purchase Details: Specifics of the equity stake being purchased, including number and class of shares

5. Purchase Price and Payment Terms: Details of consideration, payment schedule, and method of payment

6. Conditions Precedent: Conditions that must be satisfied before the transaction can complete

7. Completion Obligations: Actions to be taken at closing, including document delivery and payment

8. Representations and Warranties: Statements of fact and assurances from all parties

9. Covenants: Ongoing obligations of the parties post-completion

10. Transfer Restrictions: Limitations on the transfer of shares and right of first refusal provisions

11. Term and Termination: Duration of the agreement and circumstances for termination

12. Confidentiality: Provisions for maintaining confidentiality of business information

13. Governing Law and Jurisdiction: Applicable law and courts for dispute resolution

14. Notices: Process and addresses for formal communications between parties

15. General Provisions: Standard boilerplate clauses including amendments, waivers, and severability

Optional Sections

1. Board Representation: Rights of the investor to appoint board members - include when investor is acquiring significant stake

2. Veto Rights: Specific matters requiring investor approval - relevant for strategic investors

3. Tag-Along Rights: Right of minority shareholders to join in sale of shares - important for minority investor protection

4. Drag-Along Rights: Right of majority shareholders to force minority to join in sale - useful for exit provisions

5. Anti-Dilution Protection: Protection against dilution in future funding rounds - important for early-stage investments

6. Put Option: Right to sell shares back to company/promoters - include when exit guarantee is required

7. Call Option: Right to purchase additional shares - relevant for staged investments

8. IPO Rights: Rights related to future public offerings - include for pre-IPO investments

9. Information Rights: Rights to receive company information - important for minority investors

10. Non-Compete and Non-Solicit: Restrictions on competitive activities - include when protecting business interests

Suggested Schedules

1. Schedule 1 - Share Capital Structure: Detailed breakdown of company's share capital pre and post-investment

2. Schedule 2 - Conditions Precedent: Detailed list of conditions to be satisfied before completion

3. Schedule 3 - Warranties: Comprehensive list of warranties given by the company and existing shareholders

4. Schedule 4 - Company Information: Key corporate, financial, and business information about the company

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

6. Schedule 6 - Completion Requirements: Detailed list of documents and actions required at completion

7. Schedule 7 - Board Composition: Details of board structure and governance arrangements

8. Schedule 8 - Deed of Adherence: Template for future shareholders to become bound by the agreement

9. Appendix A - Share Certificate: Format of share certificate to be issued

10. Appendix B - Corporate Authorizations: Required corporate resolutions and authorizations

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok³ÉÈË°æ | 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

Technology

Manufacturing

Financial Services

Healthcare

Real Estate

E-commerce

Retail

Infrastructure

Education

Energy

Telecommunications

Professional Services

Media and Entertainment

Biotechnology

Agriculture

Relevant Teams

Legal

Corporate Finance

Compliance

Executive Leadership

Board of Directors

Corporate Secretarial

Investment

Business Development

Risk Management

Corporate Strategy

Relevant Roles

Chief Executive Officer

Chief Financial Officer

Chief Legal Officer

Company Secretary

Investment Manager

Corporate Lawyer

Legal Counsel

Investment Banker

Private Equity Manager

Venture Capitalist

Corporate Finance Manager

Compliance Officer

Board Director

Managing Director

Business Development Manager

Finance Director

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

Private Equity Employment Agreement

An Indian law-governed employment agreement for private equity professionals, covering standard terms and PE-specific provisions including carried interest and co-investment rights.

find out more

Equity Compensation Agreement

An Indian law-governed agreement establishing terms for granting equity-based compensation to employees, including vesting conditions and regulatory compliance requirements.

find out more

Sweat Equity Contract

An Indian law-governed agreement for issuing equity shares to employees/directors in lieu of their non-monetary contributions to the company.

find out more

Simple Agreement For Equity

An Indian law-compliant investment agreement providing rights to future equity in early-stage companies, commonly used in startup funding.

find out more

Equity Line Agreement

An Indian law-governed agreement establishing an investor's commitment to provide staged equity funding through share purchases, subject to SEBI regulations.

find out more

Equity For Services Agreement

An Indian law-governed agreement defining terms for services provided in exchange for company equity, including service scope, equity terms, and compliance requirements.

find out more

Earned Equity Agreement

An Indian law-compliant agreement outlining terms for earning company shares through performance or time-based criteria, subject to Companies Act and SEBI regulations.

find out more

Co Founder Equity Agreement

An Indian law-governed agreement establishing equity distribution and rights among company co-founders, defining ownership structure and operational terms.

find out more

Equity Agreement Contract

An Indian law-governed agreement for equity share issuance or transfer, detailing investment terms and shareholder rights under the Companies Act 2013.

find out more

Equity Shares Agreement

An Indian law-governed agreement establishing terms for equity share issuance, transfer, or subscription, including shareholder rights and obligations.

find out more

Private Equity Purchase Agreement

An Indian law-governed agreement documenting terms and conditions for private equity investment, including share purchase, warranties, and post-closing obligations.

find out more

Phantom Stock Option Agreement

An Indian law-governed agreement that provides employees with financial benefits linked to company stock value without actual share transfer.

find out more

Startup Equity Contract

An Indian law-governed agreement establishing terms for equity investment in startups, including share allocation, investor rights, and regulatory compliance.

find out more

Phantom Stock Award Agreement

An Indian law-governed agreement establishing terms for granting phantom stock units as employee compensation, simulating stock ownership without actual equity transfer.

find out more

Equity Share Contract

An Indian law-governed agreement for the issuance or transfer of equity shares, outlining share terms, rights, and obligations under Companies Act 2013.

find out more

Equity Incentive Agreement

An Indian law-governed agreement establishing terms for granting equity-based incentives to employees, including grant details, vesting conditions, and regulatory compliance requirements.

find out more

Convertible Agreement Regarding Equity

An Indian law-governed investment agreement that enables conversion of invested funds into equity shares at a future date, subject to specified terms and conditions.

find out more

Equity Stake Agreement

An Indian law-governed agreement documenting the terms and conditions of equity share purchase in a company, including share details, rights, and obligations of all parties.

find out more

Equity Release Agreement

An Indian law-governed agreement allowing property owners to access their property's equity value while maintaining residency rights.

find out more

Private Equity Shareholders Agreement

An Indian law-governed agreement establishing rights and obligations between private equity investors, target company, and existing shareholders.

find out more

Equity Buyout Agreement

An Indian law-governed agreement detailing the terms and conditions for the purchase and sale of equity shares in a company, including purchase price, warranties, and completion mechanics.

find out more

Private Equity Investment Agreement

An Indian law-governed agreement documenting terms and conditions of private equity investment, including investment structure, rights, and obligations of all parties.

find out more

Phantom Stock Agreement

An Indian law-governed agreement establishing a phantom stock plan that provides employees with benefits of stock ownership without actual equity transfer.

find out more

Standby Equity Purchase Agreement

An Indian law-governed agreement establishing an investor's commitment to purchase company shares on a standby basis, subject to predetermined conditions and SEBI regulations.

find out more

Restricted Stock Unit Agreement

An Indian law-governed agreement establishing terms for granting Restricted Stock Units (RSUs) to employees, including vesting schedules and compliance requirements.

find out more

Equity Commitment Agreement

An Indian law-governed agreement establishing terms for equity investment commitment, including funding conditions, closing mechanics, and regulatory compliance requirements.

find out more

Employee Equity Agreement

An Indian law-governed agreement establishing terms for employee equity ownership, including grant details, vesting conditions, and regulatory compliance requirements.

find out more

Standby Equity Distribution Agreement

An Indian law-governed agreement enabling companies to raise capital through flexible, on-demand issuance of equity shares to predetermined investors.

find out more

Private Equity Agreement

An Indian law-governed agreement establishing terms and conditions for private equity investment, including investment structure, shareholder rights, and governance mechanisms.

find out more

Equity Participation Agreement

An Indian law-governed agreement defining terms and conditions for equity investment in a company, including shareholding rights, governance, and exit provisions.

find out more

Private Equity Subscription Agreement

An Indian law-governed agreement detailing terms and conditions for private equity investment in a target company through share subscription.

find out more

Equity Distribution Agreement

An Indian law-governed agreement establishing terms for equity securities distribution, compliant with SEBI regulations and Indian corporate law.

find out more

Equity Contribution Agreement

An Indian law-governed agreement detailing terms and conditions for equity investment in a company, including share allocation, rights, and obligations of all parties.

find out more

Equity Buyback Agreement

An Indian law-governed agreement detailing terms and conditions for a company's repurchase of its own shares from existing shareholders.

find out more

Equity Investment Agreement

An Indian law-governed agreement detailing terms and conditions for equity investment in a company, including share acquisition, investor rights, and governance structure.

find out more

Employee Stock Options Agreement

An Indian law-governed agreement establishing terms for granting company stock options to employees, including vesting, exercise conditions, and regulatory compliance requirements.

find out more

Equity Interest Transfer Agreement

An Indian law-governed agreement that documents and executes the transfer of equity interests between parties, ensuring regulatory compliance and protecting all stakeholders' interests.

find out more

Download our whitepaper on the future of AI in Legal

By providing your email address you are consenting to our Privacy Notice.
Thank you for downloading our whitepaper. This should arrive in your inbox shortly. In the meantime, why not jump straight to a section that interests you here: /our-research
Oops! Something went wrong while submitting the form.

³Ò±ð²Ô¾±±ð’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; ³Ò±ð²Ô¾±±ð’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

Our bank-grade security infrastructure undergoes regular external audits

We are ISO27001 certified, so your data is secure

Organizational security

You retain IP ownership of your documents

You have full control over your data and who gets to see it

Innovation in privacy:

Genie partnered with the Computational Privacy Department at Imperial College London

Together, we ran a £1 million research project on privacy and anonymity in legal contracts

Want to know more?

Visit our for more details and real-time security updates.

Read our Privacy Policy.