Document background
The Co-Investment Agreement is essential for structuring joint investment arrangements under Swiss law, typically used when multiple investors wish to pool their resources and invest alongside each other in a specific opportunity. This document is particularly relevant in private equity, venture capital, and real estate investments where investors seek to share risks and rewards while maintaining clear governance structures. The agreement must comply with Swiss financial regulations, including the Federal Act on Financial Services (FIDLEG) and the Collective Investment Schemes Act (KAG), where applicable. It defines critical aspects such as investment commitments, capital calls, management rights, profit distribution, transfer restrictions, and exit mechanisms. The Co-Investment Agreement is particularly important in Switzerland due to its sophisticated financial markets and strong regulatory framework, requiring careful consideration of both domestic and international investment requirements.
