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Private Equity Investment Agreement

Private Equity Investment Agreement Template for India

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Key Requirements PROMPT example:

Private Equity Investment Agreement

"I need a Private Equity Investment Agreement for a minority stake (15%) investment of INR 500 million in an Indian technology startup, with standard minority protection rights and a clear path to IPO by March 2025."

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Document background
The Private Equity Investment Agreement is a crucial document used when a private equity investor seeks to make a significant investment in a target company in India. It is typically employed for investments ranging from growth capital to buyouts, where the investor acquires a substantial minority or controlling stake. The agreement must comply with Indian regulatory framework, including the Companies Act, 2013, SEBI regulations, and foreign investment laws if applicable. It covers essential aspects such as investment terms, valuation, governance rights, exit mechanisms, and investor protections. This document is particularly important in the Indian context due to the complex regulatory environment and the need to balance investor protection with operational flexibility for the business. It serves as the foundation for the ongoing relationship between the PE investor and the portfolio company, often remaining effective until an exit event occurs.
Suggested Sections

1. Parties: Identification of the investor(s), target company, promoters, and other relevant parties to the agreement

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

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

4. Investment Terms: Details of investment amount, valuation, number and class of shares, and payment mechanics

5. Conditions Precedent: Conditions that must be satisfied before investment completion

6. Completion: Steps and documentation required for closing the investment

7. Representations and Warranties: Statements of fact and assurances from the company and promoters

8. Investor Rights: Voting rights, board representation, reserved matters, information rights

9. Transfer Restrictions: Limitations on share transfers, lock-in periods, right of first refusal

10. Exit Rights: Put options, drag-along rights, tag-along rights, IPO rights

11. Covenants: Ongoing obligations of the company and promoters

12. Events of Default: Circumstances constituting breach and consequences

13. Confidentiality: Protection of confidential information and trade secrets

14. Dispute Resolution: Mechanism for resolving disputes, governing law, jurisdiction

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

Optional Sections

1. Anti-Dilution Rights: Protection against future down rounds, used when investing in early-stage companies

2. Liquidation Preference: Priority rights in case of liquidation, typically included for significant investments

3. Employee Stock Options: ESOP pool creation and management, relevant when employee incentivization is part of the deal

4. Non-Compete and Non-Solicit: Restrictions on promoters' competitive activities, used when promoters are key to business

5. Strategic Rights: Special rights for strategic investors, used when investor brings more than just capital

6. Environmental and Social Compliance: ESG requirements, increasingly common in modern PE investments

7. Foreign Investment Compliance: Special provisions for foreign investors, required when investors are non-Indian

8. Multiple Closing Provisions: For investments happening in tranches or with multiple investors

9. Tag-Along Priority: When multiple investors exist with different priority levels for exit rights

Suggested Schedules

1. Schedule 1: Capital Structure: Pre and post-investment shareholding pattern, share capital details

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

3. Schedule 3: Warranties: Comprehensive list of representations and warranties

4. Schedule 4: Reserved Matters: List of decisions requiring investor consent

5. Schedule 5: Completion Schedule: Detailed steps and documents for completion

6. Schedule 6: Company Information: Key corporate, financial, and business information about the company

7. Schedule 7: Material Contracts: List of important contracts and arrangements

8. Schedule 8: Intellectual Property: Details of IP owned or licensed by the company

9. Appendix A: Board Composition: Structure and composition of the board post-investment

10. Appendix B: Business Plan: Company's business plan and financial projections

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
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Relevant Industries

Technology

Healthcare

Manufacturing

Financial Services

Consumer Goods

E-commerce

Real Estate

Infrastructure

Education

Renewable Energy

Telecommunications

Pharmaceutical

Retail

Agriculture Technology

Media & Entertainment

Relevant Teams

Legal

Finance

Corporate Development

Compliance

Board of Directors

Executive Management

Investment

Corporate Secretarial

Risk Management

Corporate Strategy

Relevant Roles

Chief Executive Officer

Chief Financial Officer

General Counsel

Investment Director

Managing Director

Company Secretary

Legal Counsel

Investment Manager

Portfolio Manager

Corporate Finance Manager

Compliance Officer

Board Director

Private Equity Associate

Investment Analyst

Deal Principal

Financial Controller

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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