The Advisor Equity Agreement is essential for companies seeking to formalize relationships with strategic advisors while conserving cash resources. This document, governed by English and Welsh law, outlines the exchange of advisory services for equity compensation, typically used by startups and growing companies. The agreement includes critical elements such as service scope, equity terms, vesting schedules, and confidentiality provisions. It ensures compliance with UK corporate and securities laws while protecting both parties' interests and establishing clear expectations for the advisory relationship.
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1. Parties: Identification of the company and advisor
2. Background: Context of the advisory relationship and purpose of agreement
3. Definitions: Key terms used throughout the agreement
4. Appointment: Terms of advisor appointment and role description
5. Equity Compensation: Details of equity grant, vesting schedule, and conditions
6. Services: Scope of advisory services to be provided
7. Term and Termination: Duration and termination provisions
8. Confidentiality: Protection of company information
9. Governing Law: Specification of applicable law and jurisdiction
1. Non-Compete: Restrictions on competitive activities - use when advisor has access to sensitive information or competitors
2. IP Assignment: Transfer of intellectual property rights - use when advisor may create IP during service
3. Expenses: Terms for reimbursement of expenses - use when advisor may incur expenses in role
4. Insurance: Requirements for professional insurance - use when advisor provides professional services
1. Schedule 1: Services Description: Detailed outline of advisory services
2. Schedule 2: Equity Terms: Detailed terms of equity grant and vesting
3. Schedule 3: Share Rights: Rights attached to shares being granted
4. Appendix A: Vesting Schedule: Detailed vesting timeline and conditions
5. Appendix B: Company Policies: Relevant company policies applicable to advisor
Relevant legal definitions
Clauses
Relevant Industries
Relevant Teams
Relevant Roles
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