The Investment Agreement serves as the primary document governing investment transactions in Indian companies, whether from domestic or foreign investors. It is essential when a company is raising capital through equity or preferred share issuance, requiring careful consideration of Indian corporate laws, SEBI regulations, and FEMA guidelines for foreign investments. The agreement typically includes detailed provisions on share subscription, investor protection rights, corporate governance mechanisms, transfer restrictions, and exit rights. It must comply with the Companies Act, 2013, and other relevant Indian regulations while addressing sector-specific requirements. This document is particularly crucial in private equity, venture capital, and strategic investment scenarios, where it needs to balance investor protection with operational flexibility for the company.
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1. Parties: Identifies and defines all parties to the agreement, including the company, existing shareholders, and investors
2. Background: Provides context of the investment, company's business, and purpose of the agreement
3. Definitions: Defines key terms used throughout the agreement
4. Investment Terms: Details of investment amount, valuation, number of shares, price per share, and payment terms
5. Conditions Precedent: Conditions that must be satisfied before investment completion
6. Completion: Process and requirements for closing the investment
7. Representations and Warranties: Statements of fact and assurances from the company and existing shareholders
8. Investor Rights: Key rights of investors including board representation, veto rights, and information rights
9. Transfer Restrictions: Limitations on transfer of shares and related rights (Right of First Refusal, Tag-Along, etc.)
10. Exit Rights: Provisions regarding exit mechanisms including IPO, strategic sale, and put options
11. Covenants: Ongoing obligations of the company and existing shareholders
12. Events of Default: Circumstances constituting default and consequences thereof
13. Confidentiality: Provisions regarding protection of confidential information
14. Governing Law and Dispute Resolution: Applicable law and mechanism for resolving disputes
15. Miscellaneous: Standard boilerplate provisions including notices, amendments, and severability
1. Anti-Dilution Rights: Protection against dilution of investment value in future rounds - used in VC/PE investments
2. Liquidation Preference: Priority rights in case of liquidation - typically included for preferred share investments
3. Founders' Obligations: Specific commitments from founders including non-compete and lock-in - used when founders are key to business
4. ESOP Provisions: Details of employee stock option pool - included when company has/plans ESOP scheme
5. Strategic Rights: Special rights for strategic investors - included for strategic investments
6. Foreign Investment Compliance: Specific FEMA compliance provisions - required for foreign investments
7. Regulatory Compliance: Sector-specific compliance requirements - needed for regulated industries
1. Schedule 1 - Capital Structure: Detailed cap table showing shareholding pattern pre and post investment
2. Schedule 2 - Conditions Precedent: Detailed list of conditions to be satisfied before completion
3. Schedule 3 - Warranties: Comprehensive list of warranties given by company and shareholders
4. Schedule 4 - Reserved Matters: List of matters requiring investor consent
5. Schedule 5 - Corporate Governance: Detailed provisions regarding board composition and functioning
6. Schedule 6 - Company Information: Key company details including subsidiaries, material contracts, litigation
7. Schedule 7 - Completion Requirements: Detailed steps and documents required for completion
8. Schedule 8 - Regulatory Approvals: List of required regulatory approvals and status
9. Appendix A - Form of Share Certificate: Template for share certificates to be issued
10. Appendix B - Form of Board Resolutions: Template for required board resolutions
Relevant legal definitions
Clauses
Relevant Industries
Technology and Software
Manufacturing
Healthcare and Pharmaceuticals
Financial Services
E-commerce
Retail
Real Estate
Infrastructure
Renewable Energy
Education
Agriculture Technology
Media and Entertainment
Telecommunications
Biotechnology
Consumer Goods
Relevant Teams
Legal
Finance
Corporate Development
Compliance
Investment
Corporate Secretarial
Risk Management
Board of Directors
Executive Management
Mergers and Acquisitions
Relevant Roles
Chief Executive Officer
Chief Financial Officer
Chief Legal Officer
Investment Director
Corporate Lawyer
Company Secretary
Investment Manager
Private Equity Manager
Venture Capital Associate
Corporate Development Manager
Finance Director
Compliance Officer
Investment Banker
Board Director
Managing Director
General Counsel
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