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Equity Agreement Contract

Equity Agreement Contract Template for Switzerland

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Key Requirements PROMPT example:

Equity Agreement Contract

"I need an Equity Agreement Contract under Swiss law for a Series A investment round where a venture capital firm is acquiring 25% of our technology startup's shares, with specific focus on anti-dilution protection and board representation rights."

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Document background
The Equity Agreement Contract is a fundamental legal instrument used in Swiss business transactions for documenting and executing the transfer or issuance of company shares or other equity interests. It is essential for various corporate actions, including investment rounds, employee share schemes, corporate restructuring, and merger & acquisition transactions. The document must comply with Swiss legal requirements, particularly the Swiss Code of Obligations and financial market regulations. It typically includes detailed provisions on share valuation, transfer mechanics, shareholder rights, and corporate governance requirements. This agreement is particularly important in Switzerland's sophisticated financial and business environment, where precise documentation of equity transactions is crucial for legal certainty and regulatory compliance.
Suggested Sections

1. Parties: Identification of all parties to the agreement, including full legal names and addresses

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

3. Definitions: Defined terms used throughout the agreement

4. Subject Matter of Transfer: Details of the shares/equity being transferred, including number, class, and nominal value

5. Purchase Price and Payment Terms: Specification of consideration and payment mechanisms

6. Conditions Precedent: Prerequisites that must be met before the transfer becomes effective

7. Closing: Process and requirements for completing the transfer

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

9. Taxes and Costs: Allocation of tax liabilities and transaction costs

10. Confidentiality: Obligations regarding confidential information

11. Notices: Communication procedures between parties

12. Governing Law and Jurisdiction: Confirmation of Swiss law application and jurisdiction

13. Miscellaneous: Standard boilerplate provisions including severability, entire agreement, and amendments

Optional Sections

1. Tag-Along Rights: Include when minority shareholders need protection in case of majority share sales

2. Drag-Along Rights: Include when majority shareholders need the right to force minority shareholders to join in a sale

3. Anti-Dilution Protection: Include for venture capital or investment protection scenarios

4. Board Representation: Include when the transaction involves changes to board composition

5. Non-Competition and Non-Solicitation: Include when sellers need to be restricted from competing post-sale

6. Earn-Out Provisions: Include when part of the purchase price is contingent on future performance

7. Share Transfer Restrictions: Include for privately held companies or when specific holding periods are required

8. Pre-emptive Rights: Include when existing shareholders should have priority in future share issues

Suggested Schedules

1. Share Certificate Details: Copy or details of share certificates being transferred

2. Company Information: Extract from commercial register and key corporate documents

3. Shareholder Resolution: Required corporate approvals for the transfer

4. Disclosure Schedule: Detailed disclosures against warranties

5. Payment Schedule: Detailed payment terms and installments if applicable

6. Calculation Methods: For earn-outs or complex pricing mechanisms

7. Required Regulatory Approvals: List of necessary regulatory clearances

8. Existing Shareholder Rights: Summary of existing shareholder agreements and rights

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
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Relevant Industries

Financial Services

Banking

Private Equity

Venture Capital

Technology

Manufacturing

Healthcare

Real Estate

Professional Services

Retail

Energy

Telecommunications

Mining

Agriculture

Construction

Transportation

Education

Entertainment

Relevant Teams

Legal

Finance

Corporate Development

Mergers & Acquisitions

Investment

Compliance

Corporate Governance

Treasury

Tax

Shareholder Relations

Board Secretariat

Risk Management

Corporate Strategy

Relevant Roles

Chief Executive Officer

Chief Financial Officer

Chief Legal Officer

Corporate Lawyer

Investment Manager

Private Equity Manager

Venture Capital Manager

Company Secretary

Corporate Governance Officer

Compliance Officer

Finance Director

Business Development Director

Corporate Development Manager

Investment Banker

Transaction Advisory Manager

Shareholder Relations Manager

Board Member

Managing 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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