¶¶Òõ¶ÌÊÓƵ

All Countries
Capital Markets
Private Equity Subscription Agreement

Private Equity Subscription Agreement Template for Canada

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

4.6 / 5
4.8 / 5

Let's create your Private Equity Subscription 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:

Private Equity Subscription Agreement

"I need a Private Equity Subscription Agreement for a Canadian technology startup issuing Series A preferred shares to an institutional investor, with a planned investment of CAD 5 million closing on March 15, 2025, including specific information rights and board observer rights."

Celebrated by
Collaborations with
Investors
Document background
The Private Equity Subscription Agreement is a crucial document used in Canadian private equity transactions when investors are purchasing equity securities in a private company. This agreement is typically used for investments that rely on prospectus exemptions under National Instrument 45-106 and applicable provincial securities legislation. The document serves multiple purposes: it formalizes the investment terms, ensures regulatory compliance, provides investor protection through representations and warranties, and establishes the rights and obligations of both the company and the investor. The agreement must be carefully structured to comply with Canadian securities laws, including provincial Securities Acts and federal legislation such as the Income Tax Act and anti-money laundering regulations. It typically includes detailed information about the investment structure, investor accreditation status, and various schedules supporting the main agreement.
Suggested Sections

1. Parties: Identification of the issuing company and the subscriber/investor

2. Background: Context of the private equity offering and purpose of the agreement

3. Definitions: Definitions of key terms used throughout the agreement

4. Subscription and Purchase of Securities: Details of the securities being purchased, including class, number, and price

5. Purchase Price and Payment Terms: Specification of the total investment amount and payment mechanisms

6. Closing: Closing date, conditions, and mechanics for completing the transaction

7. Representations and Warranties of the Company: Company's confirmations regarding its status, authority, and material aspects of its business

8. Representations and Warranties of the Subscriber: Investor's confirmations regarding their status, investment sophistication, and compliance with securities laws

9. Covenants: Ongoing obligations of both parties

10. Survival of Representations and Warranties: Duration for which the representations and warranties remain in effect

11. Indemnification: Provisions for compensating parties for losses arising from breaches

12. Confidentiality: Obligations regarding the protection of confidential information

13. Notices: Process and requirements for formal communications between parties

14. General Provisions: Standard boilerplate provisions including governing law, amendments, and assignment

Optional Sections

1. Tag-Along Rights: Optional section for when existing shareholders are given the right to join in sales of shares by other shareholders

2. Drag-Along Rights: Optional section when majority shareholders can force minority shareholders to join in the sale of the company

3. Pre-emptive Rights: Optional section giving existing shareholders the right to maintain their percentage ownership in future offerings

4. Board Nomination Rights: Optional section when investors are granted rights to nominate board members

5. Registration Rights: Optional section for rights related to future public offerings

6. Anti-Dilution Protection: Optional section protecting investors from dilution in future down rounds

7. Information Rights: Optional section specifying investor rights to receive company information and reports

8. Foreign Investment Provisions: Optional section for compliance with Investment Canada Act when foreign investors are involved

Suggested Schedules

1. Schedule A - Subscription Details: Detailed information about the securities being purchased, including price, class, and number

2. Schedule B - Accredited Investor Certificate: Certification and questionnaire confirming the investor's accredited status

3. Schedule C - Corporate Resolution: Corporate authorization for the subscription (if subscriber is a corporation)

4. Schedule D - Wire Transfer Instructions: Banking details for payment of subscription funds

5. Schedule E - Capitalization Table: Pre and post-investment capital structure of the company

6. Schedule F - Risk Factors: Detailed description of investment risks

7. Schedule G - Shareholders' Rights: Summary of rights attached to the subscribed securities

8. Schedule H - Know Your Client Form: Anti-money laundering and investor identification documentation

Authors

Alex Denne

Head of Growth (Open Source Law) @ ¶¶Òõ¶ÌÊÓƵ | 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

Real Estate

Healthcare

Manufacturing

Financial Services

Energy

Infrastructure

Biotechnology

Consumer Goods

Professional Services

Clean Technology

Mining and Natural Resources

Agriculture

Telecommunications

Relevant Teams

Legal

Finance

Compliance

Corporate Development

Investment

Due Diligence

Board of Directors

Executive Leadership

Corporate Governance

Treasury

Risk Management

Relevant Roles

Chief Executive Officer

Chief Financial Officer

Private Equity Partner

Investment Director

Corporate Lawyer

Investment Manager

Due Diligence Officer

Compliance Officer

Corporate Secretary

Financial Controller

Investment Analyst

Managing Director

General Counsel

Board Director

Portfolio 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

Find the exact document you need

Business Equity Agreement

A Canadian-law governed agreement establishing terms for business equity investment, including share allocation, ownership rights, and governance structure.

find out more

Private Equity Management Agreement

A Canadian-law governed agreement establishing the terms and conditions for managing a private equity fund, including management responsibilities, fees, and regulatory compliance requirements.

find out more

Equity Compensation Agreement

A Canadian-law governed agreement establishing terms for granting equity-based compensation to employees or other eligible participants, compliant with federal and provincial regulations.

find out more

Simple Agreement For Equity

A Canadian-law governed agreement providing investors with rights to future equity in a company upon specific triggering events, commonly used in startup funding.

find out more

Equity Linked Agreement

A Canadian-law governed agreement establishing terms for an investment product linked to equity performance, including calculation methods and regulatory compliance requirements.

find out more

Co Founder Equity Agreement

A Canadian law-governed agreement establishing equity distribution and rights between company co-founders, including share allocation, vesting, and mutual obligations.

find out more

Founder Equity Agreement

A Canadian-law governed agreement establishing equity distribution and rights between company founders, including share allocation, vesting, and founder obligations.

find out more

Startup Employee Equity Agreement

A Canadian law-governed agreement outlining the terms of equity compensation granted by a startup to an employee, including shares/options, vesting, and related rights and obligations.

find out more

Equity Split Agreement

A Canadian-law governed agreement that establishes the distribution and management of company ownership, including share allocation, vesting schedules, and shareholder rights.

find out more

Private Equity Finder's Fee Agreement

A Canadian agreement governing finder's fee arrangements in private equity transactions, establishing terms for compensation and services while ensuring regulatory compliance.

find out more

Convertible Loan Agreement Startup

A Canadian-law governed agreement for a loan that converts to equity in a startup under specified conditions, combining debt and potential equity investment features.

find out more

Sweat Equity Agreement

A Canadian legal agreement governing the exchange of services for company equity, including terms for vesting, IP rights, and shareholder provisions.

find out more

Equity Share Contract

A Canadian-law governed agreement establishing terms for corporate share ownership, transfer, and shareholder rights.

find out more

Equity Incentive Agreement

A Canadian-law governed agreement establishing terms for granting equity-based compensation to employees or other eligible participants, including vesting conditions and regulatory compliance requirements.

find out more

Equity Release Agreement

A Canadian-law governed agreement enabling property owners to access their property's equity while retaining ownership and residence rights, subject to federal and provincial regulations.

find out more

Phantom Equity Agreement

A Canadian-law governed agreement establishing phantom equity compensation arrangements, providing economic benefits similar to share ownership without actual share transfer.

find out more

Standby Equity Distribution Agreement

A Canadian-law governed agreement enabling listed companies to obtain equity financing through scheduled share issuances to investors at predetermined pricing mechanisms.

find out more

Equity Participation Agreement

A Canadian legal agreement governing the acquisition of ownership interest in a company, detailing investment terms and shareholder rights under Canadian law.

find out more

Private Equity Subscription Agreement

A Canadian-law governed agreement documenting the terms and conditions for private equity investment in a company through the subscription of shares or other securities.

find out more

Equity Contribution Agreement

A Canadian law-governed agreement detailing the terms of capital contribution to a company in exchange for equity ownership, including investment terms and resulting rights.

find out more

Equity Buyback Agreement

A Canadian-law agreement documenting the repurchase of shares by a corporation from its shareholders, including terms, conditions, and regulatory compliance requirements.

find out more

Employee Stock Options Agreement

A Canadian legal agreement granting employees the right to purchase company shares at a set price, structured to comply with Canadian securities and tax regulations.

find out more

Equity Interest Purchase Agreement

A Canadian law-governed agreement documenting the terms and conditions for the purchase and sale of equity interests in a company, including price, warranties, and closing conditions.

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.