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Shareholder Investment Agreement

Shareholder Investment Agreement Template for India

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Key Requirements PROMPT example:

Shareholder Investment Agreement

"I need a Shareholder Investment Agreement for a Series A investment of INR 50 crores into my AI technology startup, where the foreign investor will get a 25% stake and board representation, with specific focus on protecting our intellectual property rights."

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Document background
The Shareholder Investment Agreement is a crucial document used when a company seeks to raise capital through the sale of shares to new investors while establishing a comprehensive framework for the relationship between all shareholders. This agreement, governed by Indian law and regulations, is essential for both early-stage startups and established companies seeking additional funding rounds. It typically includes detailed provisions on investment structure, valuation, corporate governance, shareholder rights, transfer restrictions, and exit mechanisms. The document must comply with Indian regulatory requirements, including the Companies Act 2013, SEBI regulations, and where applicable, foreign investment rules under FEMA. It serves as the primary reference point for managing investor-company relationships and protecting the interests of all parties involved in the investment.
Suggested Sections

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

2. Background: Context of the investment, company history, and purpose of the agreement

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

4. Investment Terms: Details of the investment including amount, valuation, and number of shares

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

6. Completion: Steps to be taken at closing of the investment

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

8. Board Composition: Structure and composition of the board of directors

9. Reserved Matters: Decisions requiring special majority or investor consent

10. Transfer Restrictions: Limitations on transfer of shares and related procedures

11. Exit Rights: Provisions for investor exit including IPO, buyback, or strategic sale

12. Tag Along and Drag Along Rights: Rights of shareholders in case of stake sale

13. Information Rights: Investor rights regarding company information and financial statements

14. Confidentiality: Provisions regarding confidential information

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

16. Dispute Resolution: Mechanism for resolving disputes between parties

17. Governing Law: Applicable law and jurisdiction

18. Miscellaneous: General provisions including notices, amendments, and severability

Optional Sections

1. Anti-Dilution Rights: Protection for investors 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. ESOP Pool: Employee stock option provisions, included when company has or plans to have an ESOP scheme

4. Founder Vesting: Vesting schedule for founder shares, typically used in early-stage startups

5. Non-Compete and Non-Solicit: Restrictions on founders/key employees, used when specific expertise is crucial

6. Strategic Rights: Special rights for strategic investors, included when strategic investor is involved

7. Foreign Investment Compliance: Additional provisions for compliance with FEMA, needed when foreign investors are involved

Suggested Schedules

1. Schedule 1: Cap Table: Pre and post-investment shareholding pattern

2. Schedule 2: Company Information: Detailed company information including corporate records

3. Schedule 3: Warranties: Detailed warranties given by the company and founders

4. Schedule 4: Reserved Matters List: Comprehensive list of matters requiring special approval

5. Schedule 5: Completion Steps: Detailed steps for investment closing

6. Schedule 6: Conditions Precedent: Detailed list of conditions to be fulfilled before closing

7. Schedule 7: List of Intellectual Property: Company's IP portfolio

8. Schedule 8: Material Contracts: List of important contracts and agreements

9. Appendix A: Board Resolution Format: Format for board resolutions required for completion

10. Appendix B: Share Certificate Format: Format for share certificates to be issued

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
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Relevant Industries

Technology

E-commerce

Healthcare

Manufacturing

Financial Services

Real Estate

Consumer Goods

Education

Renewable Energy

Infrastructure

Biotechnology

Media and Entertainment

Retail

Telecommunications

Agriculture Technology

Relevant Teams

Legal

Finance

Corporate Development

Compliance

Board of Directors

Investment

Corporate Secretarial

Risk Management

Strategic Planning

Mergers and Acquisitions

Relevant Roles

Chief Executive Officer

Chief Financial Officer

General Counsel

Legal Director

Investment Manager

Corporate Lawyer

Company Secretary

Chief Investment Officer

Venture Capital Partner

Private Equity Director

Corporate Development Manager

Board Director

Compliance Officer

Investment Analyst

Managing Director

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

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