Equity Agreement Contract

Equity Agreement Contract Generator for the USA

Create a bespoke document in minutes, or upload and review your own.

4.6 / 5

4.8 / 5

Let's create your Equity Agreement Contract

1. Select your governing law and document type:

2. Enter your key requirements:

3. Create your document to edit, review or download

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

"I need an Equity Agreement Contract for issuing Series A Preferred Stock to five angel investors, with a total investment of $2 million, including standard anti-dilution protection and a right of first refusal for future rounds, to be completed by March 2025."

Document background

The Equity Agreement Contract serves as a fundamental legal instrument in U.S. corporate transactions, used when a company issues or transfers equity interests to investors, employees, or other stakeholders. This document is essential for companies seeking to expand their ownership base, implement employee stock options, or secure investment capital. The agreement must comply with federal securities laws, including the Securities Act of 1933 and Securities Exchange Act of 1934, as well as state-specific corporate and securities regulations. It typically includes detailed provisions on share pricing, transfer restrictions, voting rights, and investor protections, while also addressing tax implications and regulatory compliance requirements. The document's structure and content may vary based on the transaction type, whether it's for private placement, employee equity compensation, or institutional investment, but must always align with SEC guidelines and applicable state laws.

Suggested Sections

1. Parties: Identifies and defines all parties to the agreement, including the company, shareholders, and any other relevant stakeholders

2. Background: Sets forth the context and purpose of the agreement, including the company's current structure and reason for the equity issuance

3. Definitions: Defines key terms used throughout the agreement for clarity and consistency

4. Equity Issuance Terms: Details the specific terms of the equity being issued, including class, number of shares, and price

5. Consideration: Specifies the payment or other consideration being provided in exchange for the equity

6. Representations and Warranties: Statements of fact and assurances from both the company and the receiving party

7. Transfer Restrictions: Limitations and conditions on the transfer of equity interests

8. Voting Rights: Specifies the voting rights associated with the equity being issued

9. Preemptive Rights: Rights of existing shareholders to maintain their ownership percentage in future offerings

10. Compliance with Securities Laws: Provisions ensuring compliance with applicable securities regulations

11. Termination: Circumstances under which the agreement can be terminated and the consequences

12. Governing Law: Specifies the jurisdiction and laws governing the agreement

13. General Provisions: Standard contractual provisions including notices, amendments, and severability

Optional Sections

1. Tag-Along Rights: Used when minority shareholders need protection to join in the sale of shares by majority shareholders

2. Drag-Along Rights: Include when majority shareholders want the right to force minority shareholders to join in a sale

3. Anti-Dilution Protection: Added when investors need protection against future down rounds

4. Registration Rights: Include when shareholders may require the company to register their shares for public trading

5. Board Representation: Used when the equity holder is granted rights to board representation

6. Vesting Provisions: Include when the equity is subject to vesting requirements, typically for employee equity agreements

7. Right of First Refusal: Added when existing shareholders or the company should have first right to purchase shares being sold

8. Information Rights: Include when shareholders are to receive specific financial or operational information

9. Put/Call Rights: Used when either party needs the right to force a purchase/sale of shares under specific conditions

Suggested Schedules

1. Schedule A - Cap Table: Current capitalization table showing all shareholders and their ownership percentages

2. Schedule B - Share Certificate: Form of share certificate to be issued

3. Schedule C - Disclosure Schedule: Exceptions or qualifications to representations and warranties

4. Schedule D - Subscription Details: Detailed information about the subscription including payment terms and timeline

5. Appendix 1 - Shareholders' Rights: Detailed description of various shareholder rights and obligations

6. Appendix 2 - Transfer Procedures: Detailed procedures for transferring shares

7. Appendix 3 - Valuation Methodology: Agreed methods for valuing shares in various scenarios

8. Appendix 4 - Tax Provisions: Detailed tax-related provisions and procedures

9. Appendix 5 - Compliance Certificate: Form of certificate confirming compliance with securities laws

Authors

Alex Denne

Head of Growth (Open Source Law) @ ��Ƶ | 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

Financial Services

Healthcare

Real Estate

Manufacturing

Professional Services

Retail

Energy

Media & Entertainment

Biotechnology

Telecommunications

Consumer Goods

Educational Services

Transportation & Logistics

Relevant Teams

Legal

Finance

Human Resources

Compliance

Corporate Development

Treasury

Tax

Executive Leadership

Board of Directors

Investor Relations

Relevant Roles

Chief Executive Officer

Chief Financial Officer

General Counsel

Corporate Attorney

Investment Manager

Compliance Officer

Human Resources Director

Corporate Secretary

Chief Operating Officer

Board Member

Finance Director

Equity Compensation Manager

Investment Banker

Stock Plan Administrator

Financial Controller

Tax Director

Find the exact document you need

Sweat Equity Operating Agreement

A U.S. legal agreement governing the exchange of services for LLC ownership interests instead of monetary compensation.

��������Ƶ

How ��������Ƶ reduced drafting time by 75% for a legal firm

Let's create your Equity Agreement Contract

Authors

Alex Denne

Find the exact document you need

Sweat Equity Operating Agreement

Continuous Agreement For Future Equity

Equity Agreement Contract

Founder Equity Agreement

Equity Split Agreement

Private Equity Finder's Fee Agreement

Convertible Loan Agreement Startup

Simple Agreement For Future Equity

Advisor Equity Agreement

Sweat Equity Agreement

Startup Equity Contract

Equity Share Contract

Equity Incentive Agreement

Convertible Agreement Regarding Equity

Equity Stake Agreement

Equity Release Agreement

Equity Pledge Agreement

Equity Commitment Agreement

Phantom Equity Agreement

Employee Equity Agreement

Standby Equity Distribution Agreement

Equity Participation Agreement

Equity Distribution Agreement

Equity Contribution Agreement

Equity Buyback Agreement

Equity Ownership Agreement

Employee Stock Options Agreement

Download our whitepaper on the future of AI in Legal

�ұ�Ծ���’s Security Promise

Your documents are private:

Your documents are protected:

Organizational security

Innovation in privacy:

Want to know more?

Draft quality legal agreements or review documents in 3 minutes

Templates

Industries

Legal Services

Manufacturing

Construction

Solutions

Use Cases

Company Types

Comparisons

Business Categories

Teams

Information

��Ƶ

How ��Ƶ reduced drafting time by 75% for a legal firm

�ұ�Ծ��’s Security Promise