Equity Investment Contract

Equity Investment Contract Template for Switzerland

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Key Requirements PROMPT example:

"I need an Equity Investment Contract under Swiss law for a seed-round investment of CHF 2 million in a tech startup, where we need strong investor protections and board representation rights, with completion planned for March 2025."

Document background

The Equity Investment Contract serves as the primary legal instrument for documenting capital investments in Swiss companies. It is typically used when investors seek to acquire ownership stakes in private companies, whether in early-stage startups or established businesses. The document must comply with Swiss corporate law requirements, particularly the Swiss Code of Obligations, and includes essential provisions regarding share issuance, shareholder rights, and corporate governance. This contract type is crucial for both domestic and international investments in Swiss entities, requiring careful consideration of local regulatory requirements, including securities laws and foreign investment regulations. It typically forms part of a larger transaction package that may include shareholders' agreements and articles of association amendments.

Suggested Sections

1. Parties: Identification of the investor(s) and the company, including registration details as required under Swiss law

2. Background: Context of the investment, current capital structure, and purpose of the agreement

3. Definitions: Key terms used throughout the agreement, including specific Swiss legal terminology

4. Investment Terms: Details of the investment amount, share class, price per share, and payment terms

5. Subscription and Issuance: Process for share subscription and issuance, including compliance with Swiss corporate law requirements

6. Representations and Warranties: Company's and founders' warranties about the business, compliance, and financial status

7. Investor Representations: Investor's confirmations regarding investment capacity and regulatory compliance

8. Board Composition: Structure and appointment rights to the board of directors (Verwaltungsrat)

9. Shareholder Rights: Voting rights, participation rights, and dividend rights

10. Transfer Restrictions: Limitations on share transfers and required procedures under Swiss law

11. Reporting and Information Rights: Regular financial reporting and inspection rights

12. Confidentiality: Protection of confidential information and trade secrets

13. Term and Termination: Duration of the agreement and termination provisions

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

Optional Sections

1. Anti-dilution Protection: Protection mechanisms for maintaining ownership percentage, used when dealing with sophisticated investors

2. Drag-Along Rights: Right to force minority shareholders to join in sale of company, typically included for larger investments

3. Tag-Along Rights: Right of minority shareholders to join in sale of majority stake, common in minority investment scenarios

4. Liquidation Preference: Priority rights in case of liquidation, typically included for preferred share investments

5. Founder Vesting: Vesting schedule for founder shares, relevant when founders remain actively involved

6. Non-Competition: Restrictions on competitive activities, included when founders or key personnel are involved

7. Strategic Collaboration: Terms for business cooperation, relevant for strategic investors

8. Pre-emptive Rights: Rights for existing shareholders to participate in future funding rounds

Suggested Schedules

1. Cap Table: Current and post-investment shareholding structure

2. Investment Milestones: Detailed conditions and timeline for investment tranches if applicable

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

4. Financial Statements: Latest financial statements and projections

5. Disclosure Schedule: Exceptions to representations and warranties

6. Share Certificate Form: Template for share certificates or registration in share register

7. Articles of Association: Current and proposed amended articles of association

8. Shareholders' Agreement: Form of shareholders' agreement to be executed alongside investment

9. Business Plan: Detailed business plan and use of investment proceeds

Authors

Alex Denne

Head of Growth (Open Source Law) @ ��Ƶ | 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

Financial Services

Healthcare

Manufacturing

Real Estate

Consumer Goods

Clean Energy

Biotechnology

Software

E-commerce

Transportation

Agriculture

Education

Media and Entertainment

Professional Services

Relevant Teams

Legal

Finance

Corporate Development

Compliance

Risk Management

Executive Leadership

Board of Directors

Corporate Secretariat

Investment

Strategy

Relevant Roles

Chief Executive Officer

Chief Financial Officer

General Counsel

Investment Director

Corporate Development Manager

Board Member

Company Secretary

Legal Counsel

Investment Manager

Venture Capital Partner

Private Equity Manager

Corporate Attorney

Finance Director

Strategy Director

Compliance Officer

Risk Manager

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Authors

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