Private Equity General Partner Agreement

Private Equity General Partner Agreement Template for Switzerland

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

4.6 / 5

4.8 / 5

Let's create your Private Equity General Partner Agreement

1. Select your governing law and document type:

2. Enter your key requirements:

3. Create your document to edit, review or download

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:

"I need a Private Equity General Partner Agreement under Swiss law for a new healthcare-focused fund launching in March 2025, with specific provisions for co-investment rights and ESG compliance requirements."

Document background

The Private Equity General Partner Agreement is a foundational document used when establishing and operating a private equity fund structure in Switzerland. It serves as the primary governance document defining the General Partner's role, responsibilities, and relationship with the fund and its stakeholders. This agreement is essential for compliance with Swiss regulatory requirements, including FINMA regulations, FinSA/FIDLEG, and FinIA/FINIG. The document typically includes detailed provisions on investment strategy, management fees, carried interest calculations, regulatory compliance, risk management, and reporting obligations. It's particularly crucial in the Swiss context due to the jurisdiction's specific requirements for financial institutions and investment vehicles.

Suggested Sections

1. Parties: Identification of the General Partner entity and other relevant parties to the agreement

2. Background: Context of the agreement, including the fund structure and purpose

3. Definitions and Interpretation: Key terms used throughout the agreement and rules of interpretation

4. Appointment and Authority: Formal appointment of the General Partner and scope of its authority

5. GP Duties and Responsibilities: Comprehensive outline of the General Partner's obligations and responsibilities

6. Investment Strategy and Guidelines: Parameters and restrictions for investment decisions

7. Management and Operation: Day-to-day management procedures and operational guidelines

8. Economic Terms: Management fees, carried interest, and other financial arrangements

9. Capital Contributions and Accounts: Rules regarding capital commitments and accounting procedures

10. Regulatory Compliance: Obligations under Swiss law and FINMA regulations

11. Risk Management: Framework for identifying, monitoring, and managing investment risks

12. Reporting and Transparency: Requirements for financial reporting and investor communications

13. Conflicts of Interest: Procedures for identifying and managing potential conflicts

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

15. Indemnification and Liability: Scope of liability and indemnification obligations

16. Confidentiality: Protection of confidential information and trade secrets

17. Governing Law and Jurisdiction: Choice of Swiss law and jurisdiction provisions

18. Miscellaneous: Standard boilerplate provisions including notices, amendments, and severability

Optional Sections

1. Key Person Provisions: Used when specific individuals are crucial to the partnership's operations, defining their roles and succession planning

2. Co-Investment Rights: Include when the GP has rights or obligations to co-invest alongside the fund

3. ERISA Provisions: Required if the partnership accepts investments from US pension funds

4. Transaction Fee Sharing: Include when there are arrangements for sharing transaction fees with limited partners

5. Environmental, Social and Governance (ESG): Include when the partnership has specific ESG policies and commitments

6. Strategic Advisory Board: Used when the partnership structure includes an advisory board

7. Side Letter Rights: Include when certain investors have negotiated special rights that affect GP obligations

8. Digital Asset Provisions: Required when the investment strategy includes digital assets or cryptocurrencies

Suggested Schedules

1. Schedule 1: Investment Guidelines: Detailed investment criteria, restrictions, and allocation policies

2. Schedule 2: Fee Structure: Detailed calculation methodologies for management fees and carried interest

3. Schedule 3: Valuation Policy: Methodology and procedures for valuing portfolio investments

4. Schedule 4: Key Personnel: List of key personnel and their responsibilities

5. Schedule 5: Compliance Manual: Detailed compliance procedures and policies

6. Schedule 6: Risk Management Framework: Detailed risk assessment and management procedures

7. Schedule 7: Reporting Templates: Standard formats for regular reporting to investors

8. Schedule 8: Conflict Resolution Procedures: Detailed procedures for managing conflicts of interest

9. Appendix A: Power of Attorney: Form of power of attorney granted to the General Partner

10. Appendix B: Administrative Details: Contact information and payment details for all parties

11. Appendix C: FINMA Compliance Checklist: Specific regulatory requirements and compliance procedures

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

Private Equity

Financial Services

Investment Management

Asset Management

Venture Capital

Alternative Investments

Banking

Professional Services

Corporate Finance

Investment Banking

Relevant Teams

Legal

Compliance

Risk Management

Investment

Finance

Operations

Due Diligence

Portfolio Management

Investor Relations

Corporate Governance

Regulatory Affairs

Executive Management

Relevant Roles

Chief Executive Officer

Chief Investment Officer

Managing Partner

General Counsel

Compliance Officer

Risk Manager

Fund Manager

Investment Director

Legal Counsel

Chief Financial Officer

Investment Committee Member

Portfolio Manager

Managing Director

Head of Private Equity

Regulatory Compliance Manager

Senior Partner

Investment Analyst

Due Diligence Officer

Find the exact document you need

Contract For Equity In A Company

A Swiss law-governed agreement for the transfer of company equity, detailing terms, conditions, and regulatory compliance requirements.

��������Ƶ

How ��������Ƶ reduced drafting time by 75% for a legal firm

Let's create your Private Equity General Partner Agreement

Authors

Alex Denne

Find the exact document you need

Contract For Equity In A Company

Sweat Equity Term Sheet

Simple Agreement For Equity

Co Founder Equity Agreement

Private Equity General Partner Agreement

Equity Agreement Contract

Convertible Loan Agreement Startup

Startup Equity Contract

Sweat Equity Agreement

Employment Contract With Equity

Equity Share Contract

Equity Release Agreement

Private Equity Investment Agreement

Standby Equity Purchase Agreement

Equity Commitment Agreement

Phantom Equity Agreement

Employee Equity Agreement

Standby Equity Distribution Agreement

Equity Participation Agreement

Equity Distribution Agreement

Equity Contribution Agreement

Equity Buyback Agreement

Equity Investment Agreement

Employee Stock Options Agreement

Equity Interest Purchase Agreement

Download our whitepaper on the future of AI in Legal

�ұ�Ծ���’s Security Promise

Your documents are private:

Your documents are protected:

Organizational security

Innovation in privacy:

Want to know more?

Use Cases

��Ƶ

How ��Ƶ reduced drafting time by 75% for a legal firm

�ұ�Ծ��’s Security Promise