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Advisor Agreement Template

Advisor Agreement Template Generator for the USA

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Advisor Agreement Template

"I need an Advisor Agreement Template for a technical advisor who will help our AI startup for 12 months starting January 2025, including equity compensation of 1% and standard confidentiality provisions."

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Document background
The Advisor Agreement Template is designed for use in the United States when companies engage external experts for strategic guidance, technical expertise, or specialized knowledge. This contract type is essential for protecting both parties' interests by clearly defining the advisory relationship, responsibilities, compensation, and confidentiality requirements. It addresses crucial aspects such as intellectual property rights, liability protection, and compliance with federal and state regulations. The agreement is particularly important for startups and established companies seeking to formalize relationships with board advisors, technical experts, or industry specialists while maintaining appropriate legal safeguards.
Suggested Sections

1. Parties: Identification of the company and advisor, including full legal names and addresses

2. Background: Context of the advisory relationship and purpose of the agreement

3. Definitions: Key terms used throughout the agreement

4. Scope of Services: Detailed description of advisory services to be provided

5. Term and Termination: Duration of the agreement and conditions for termination

6. Compensation: Payment terms, rates, and reimbursement policies

7. Confidentiality: Protection of confidential information and trade secrets

8. Independent Contractor Status: Clarification of relationship between parties

9. General Provisions: Standard legal clauses including governing law, notices, and amendments

Optional Sections

1. Parties: Identification of the company and advisor, including full legal names and addresses

2. Background: Context of the advisory relationship and purpose of the agreement

3. Definitions: Key terms used throughout the agreement

4. Scope of Services: Detailed description of advisory services to be provided

5. Term and Termination: Duration of the agreement and conditions for termination

6. Compensation: Payment terms, rates, and reimbursement policies

7. Confidentiality: Protection of confidential information and trade secrets

8. Independent Contractor Status: Clarification of relationship between parties

9. General Provisions: Standard legal clauses including governing law, notices, and amendments

Suggested Schedules

1. Schedule A - Services Description: Detailed outline of specific services to be provided

2. Schedule B - Compensation Terms: Detailed compensation structure including rates and payment schedule

3. Schedule C - Equity Grant Terms: Details of any equity compensation arrangement

4. Exhibit A - Confidentiality Agreement: Detailed confidentiality terms and requirements

5. Exhibit B - IP Assignment Agreement: Detailed terms for intellectual property assignment

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
Clauses




















Industries

Federal Securities Laws: Securities Act of 1933, Securities Exchange Act of 1934, and Investment Advisers Act of 1940 - crucial if advisory services involve securities or investment advice

Federal Tax Law: Internal Revenue Code provisions governing advisor compensation, tax implications, and contractor status

Federal Trade Protection: Federal Trade Commission Act and Defend Trade Secrets Act governing unfair business practices and confidential information protection

State Securities Regulations: State-specific 'Blue Sky Laws' governing securities and investment advisory services at the state level

State Contract Laws: State-specific contract formation, enforcement, and interpretation requirements

Employment Classification Laws: IRS guidelines and Fair Labor Standards Act provisions on independent contractor vs. employee classification

Intellectual Property Laws: Copyright Act, Patent Act, and trademark laws governing ownership and protection of intellectual property created during advisory relationship

State Non-Compete Laws: State-specific regulations governing the enforceability and scope of non-compete agreements

Privacy Regulations: Federal and state privacy laws, including industry-specific requirements for data protection and confidentiality

Industry-Specific Regulations: Sector-specific requirements such as SEC/FINRA regulations for financial services or HIPAA for healthcare

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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