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Simple Agreement For Equity

Simple Agreement For Equity Template for Switzerland

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Key Requirements PROMPT example:

Simple Agreement For Equity

"I need a Simple Agreement For Future Equity (SAFE) governed by Swiss law for my fintech startup to secure a seed investment of CHF 500,000 from a venture capital firm, with a valuation cap of CHF 5 million and most-favored-nation rights."

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Document background
The Simple Agreement For Equity (SAFE) has become increasingly popular in Switzerland as an alternative to conventional equity investment structures. This document is typically used by early-stage companies seeking to raise capital quickly without the complexity and immediate valuation requirements of traditional equity rounds. Under Swiss law, the agreement must carefully balance the flexibility of the SAFE concept with local regulatory requirements, particularly those found in the Swiss Code of Obligations and financial market regulations. The document includes essential provisions for investment amount, conversion mechanisms, company representations, and investor rights, while incorporating specific Swiss legal requirements regarding share issuance and transfer. It's particularly suitable for startup companies in their seed or early funding stages, providing a streamlined way to secure investment while deferring complex valuation discussions and formal equity issuance.
Suggested Sections

1. Parties: Identification of the company and the investor, including full legal names, addresses, and registration details

2. Background: Context of the investment, including company status and purpose of the SAFE

3. Definitions: Key terms used throughout the agreement, including 'Equity Financing', 'Liquidity Event', 'Dissolution Event', and 'Company Capitalization'

4. Purchase Amount: Specification of the investment amount and payment terms

5. Company Representations: Company's warranties regarding its authority, corporate status, and compliance with laws

6. Investor Representations: Investor's warranties regarding investment capacity and sophistication

7. Events: Detailed treatment of Equity Financing, Liquidity Events, and Dissolution Events

8. Conversion Mechanics: Process and calculations for converting the investment into equity

9. Term: Duration of the agreement and conditions for termination

10. General Provisions: Standard clauses including notices, amendments, governing law, and dispute resolution

Optional Sections

1. Most Favored Nation: Optional provision ensuring investor receives best terms offered to other SAFE holders, typically included for early investors

2. Pro-rata Rights: Gives investor right to participate in future financing rounds, included when negotiated with sophisticated investors

3. Information Rights: Grants investor rights to receive financial information, typically for larger investments

4. Board Observer Rights: Gives investor right to attend board meetings, usually for strategic investors

5. Transfer Restrictions: Limits on investor's ability to transfer the SAFE, included for closely-held companies

6. Founder Commitments: Specific obligations of founders, included when personal commitments are required

Suggested Schedules

1. Cap Table: Current capitalization structure of the company

2. Calculation Examples: Illustrations of conversion calculations in different scenarios

3. Form of Shareholders' Agreement: Template of shareholders' agreement to be executed upon conversion

4. Investment Risk Factors: Detailed description of investment risks specific to the company

5. Compliance Certificate: Template for compliance certification under Swiss securities laws

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

Biotechnology

Fintech

Manufacturing

E-commerce

Healthcare

Clean Energy

Software Development

Digital Services

Consumer Goods

Professional Services

Media and Entertainment

Relevant Teams

Legal

Finance

Corporate Development

Executive Leadership

Compliance

Investment

Corporate Secretariat

Business Development

Risk Management

Relevant Roles

CEO

CFO

General Counsel

Legal Counsel

Corporate Secretary

Investment Manager

Venture Capital Partner

Angel Investor

Startup Founder

Corporate Development Director

Finance Director

Compliance Officer

Board Member

Investment Advisor

Business Development 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

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