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1. Parties: Identification of all parties to the agreement, including complete legal names, addresses, and registration details
2. Background: Context of the investment relationship, brief description of the parties, and purpose of the agreement
3. Definitions: Definitions of key terms used throughout the agreement
4. Investment Commitment: Details of the investment amount, form of investment, and payment/transfer terms
5. Investment Timeline: Schedule of investment tranches, conditions for each payment, and related deadlines
6. Use of Investment Proceeds: Specified purposes and restrictions on the use of invested funds
7. Representations and Warranties: Statements of fact and assurances from both parties regarding their capacity, authority, and compliance with laws
8. Conditions Precedent: Prerequisites that must be satisfied before investment obligations become effective
9. Investor Rights: Rights granted to the investor, including information rights, governance rights, and any special privileges
10. Covenants: Ongoing obligations of the parties, including reporting requirements and operational restrictions
11. Events of Default: Circumstances constituting default and their consequences
12. Term and Termination: Duration of the agreement and circumstances allowing early termination
13. Confidentiality: Obligations regarding protection of confidential information
14. Governing Law and Dispute Resolution: Choice of Philippine law and mechanism for resolving disputes
15. General Provisions: Standard boilerplate clauses including notices, amendments, assignment, and severability
1. Tag-Along Rights: Optional provision giving investor right to join in sale of shares by other shareholders - include if requested by investor
2. Drag-Along Rights: Optional provision allowing majority shareholders to force minority shareholders to join in sale - include if majority protection needed
3. Anti-Dilution Protection: Optional provision protecting investor's ownership percentage - include for significant minority investments
4. Board Representation: Optional provision regarding investor's right to board seats - include if investor requires governance participation
5. Exit Rights: Optional provisions regarding IPO requirements or put options - include for large investments or if specifically negotiated
6. Performance Targets: Optional targets and consequences for missing them - include if investment is performance-based
7. Foreign Investment Compliance: Optional detailed section on foreign ownership compliance - include if investor is foreign
8. Tax Provisions: Optional detailed tax treatment and allocations - include if special tax considerations apply
1. Schedule 1 - Investment Schedule: Detailed breakdown of investment amounts, timing, and specific conditions for each tranche
2. Schedule 2 - Corporate Information: Details of company structure, shareholding, and corporate documents
3. Schedule 3 - Financial Statements: Recent financial statements and projections
4. Schedule 4 - Business Plan: Detailed business plan and use of investment proceeds
5. Schedule 5 - Key Performance Indicators: Specific metrics and targets to be achieved with the investment
6. Appendix A - Reporting Requirements: Format and frequency of required financial and operational reports
7. Appendix B - Compliance Certificates: Forms of compliance certificates to be provided
8. Appendix C - Required Approvals: List of regulatory and corporate approvals required
Technology
Manufacturing
Real Estate
Financial Services
Healthcare
Renewable Energy
Agriculture
Infrastructure
Telecommunications
Retail
Mining
Transportation
Education
Tourism
Food and Beverage
Legal
Finance
Corporate Development
Investment
Treasury
Compliance
Board of Directors
Executive Management
Corporate Secretariat
Risk Management
Business Development
Chief Executive Officer
Chief Financial Officer
Chief Legal Officer
Investment Director
Corporate Finance Manager
Legal Counsel
Investment Manager
Business Development Director
Corporate Secretary
Finance Director
Compliance Officer
Managing Director
Board Director
Investment Analyst
Treasury Manager
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