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Equity Investment Agreement

Equity Investment Agreement Template for Austria

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Key Requirements PROMPT example:

Equity Investment Agreement

"I need an Equity Investment Agreement under Austrian law for a Series A investment of €5 million into our AI software startup, where a venture capital firm will acquire 20% of shares with standard VC rights and protections, planned for completion by March 2025."

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Document background
The Equity Investment Agreement is a crucial document used when an investor seeks to acquire an ownership stake in an Austrian company through either subscription of new shares or purchase of existing shares. It is particularly relevant for startups, scale-ups, and established companies seeking growth capital. The agreement must comply with Austrian corporate and investment laws, including the GmbHG, AktG, and relevant capital market regulations. It typically includes detailed provisions on valuation, share class rights, corporate governance, exit mechanisms, and investor protections. The document serves multiple purposes: it formalizes the investment terms, protects both investor and company interests, establishes clear governance frameworks, and ensures compliance with Austrian legal requirements for equity investments.
Suggested Sections

1. Parties: Identification of the investor(s), company, and any other relevant parties to the agreement

2. Background: Context of the investment, including brief company history and purpose of the investment

3. Definitions: Definitions of key terms used throughout the agreement

4. Investment Terms: Details of the investment amount, valuation, and number/class of shares being issued

5. Subscription and Payment: Process and timing for share subscription and payment of the investment amount

6. Conditions Precedent: Conditions that must be satisfied before the investment is completed

7. Completion: Steps to be taken at completion and timing of the investment

8. Warranties and Representations: Standard warranties from the company and founders regarding the business

9. Investor Rights: Specific rights granted to the investor, including information, board representation, and veto rights

10. Transfer Restrictions: Limitations on the transfer of shares and related procedures

11. Exit Provisions: Provisions regarding future sale, IPO, or other exit scenarios

12. Confidentiality: Obligations regarding confidential information

13. Notices: Process for formal communications between parties

14. General Provisions: Standard boilerplate clauses including governing law, jurisdiction, and entire agreement

Optional Sections

1. Anti-Dilution Protection: Protection for investors against future down rounds, used in higher-risk investments

2. Tag-Along Rights: Right of minority shareholders to join in sale of shares by majority, important for minority investor protection

3. Drag-Along Rights: Right of majority shareholders to force minority to join in sale, useful for future exit scenarios

4. Founders' Commitments: Specific obligations of founders including non-compete and commitment periods, relevant when founders are key to the business

5. Intellectual Property Assignment: Specific IP assignments and protection, crucial for technology companies

6. Employee Stock Option Pool: Provisions for employee share schemes, relevant when establishing/maintaining ESOP

7. Strategic Investor Rights: Special rights for strategic investors, such as commercial cooperation terms

8. Preference Rights: Liquidation preferences and dividend rights, common in VC investments

Suggested Schedules

1. Cap Table: Current and post-investment capitalization table

2. Company Information: Detailed company information including corporate documents and structure

3. Warranties: Detailed warranties given by the company and founders

4. Business Plan: Company's business plan and financial projections

5. Key Terms Summary: Summary of key investment terms and conditions

6. Board Regulations: Detailed procedures for board operations and governance

7. Shareholders' Agreement: Existing or new shareholders' agreement to be entered into

8. Management Accounts: Recent management accounts and financial statements

9. IP Schedule: List of company's intellectual property rights and registrations

10. Material Contracts: List and/or copies of material contracts

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Linkedin in social icon imageX social icon image
alex.den.21@genieai.co
Relevant legal definitions
Affiliate
Agreement
Articles of Association
Board
Business Day
Business Plan
Closing
Closing Date
Company
Completion
Confidential Information
Consideration
Control
Deed of Adherence
Encumbrance
Equity Securities
Event of Default
Existing Shareholders
Financial Year
Fully Diluted Share Capital
Group
Investment Amount
Investor
Investor Director
Investor Shares
IPO
Key Employees
Management
Material Adverse Change
New Shares
Ordinary Shares
Pre-emption Rights
Preferred Shares
Purchase Price
Qualified IPO
Related Party Transaction
Relevant Securities
Reserved Matters
Share Capital
Shareholders
Shareholders' Agreement
Shares
Subscription Price
Subsidiary
Tag-Along Right
Transfer
Valuation
Warranties
Working Day
Clauses
Share Subscription
Payment Terms
Conditions Precedent
Completion Obligations
Share Capital and Structure
Warranties and Representations
Board Composition
Reserved Matters
Information Rights
Pre-emption Rights
Transfer Restrictions
Tag-Along Rights
Drag-Along Rights
Anti-Dilution Protection
Confidentiality
Non-Competition
Non-Solicitation
Exit Rights
Put and Call Options
Dividend Rights
Liquidation Preference
Default
Remedies
Assignment
Notices
Costs
Governing Law
Jurisdiction
Entire Agreement
Severability
Force Majeure
Amendment
Waiver
Third Party Rights
Counterparts
Relevant Industries

Technology and Software

Biotechnology

Financial Services

Manufacturing

Real Estate

Healthcare

E-commerce

Clean Energy

Digital Media

Consumer Products

Professional Services

Industrial Technology

Life Sciences

Telecommunications

Transportation and Logistics

Relevant Teams

Legal

Finance

Corporate Development

Investment

Compliance

Risk Management

Executive Leadership

Board of Directors

Corporate Secretariat

Mergers and Acquisitions

Relevant Roles

Chief Executive Officer

Chief Financial Officer

Chief Legal Officer

Investment Director

Corporate Lawyer

Investment Manager

Managing Director

Board Member

Company Secretary

Financial Controller

General Counsel

Venture Capital Partner

Private Equity Manager

Corporate Development Manager

Risk Manager

Compliance Officer

Industries
Austrian Civil Code (ABGB): Fundamental law governing contracts, legal transactions, and general civil law matters in Austria. Relevant for the basic contractual framework of the investment agreement.
Austrian Limited Liability Companies Act (GmbHG): Regulates the formation, operation, and corporate governance of GmbHs (limited liability companies), including provisions for share transfers and capital increases.
Austrian Stock Corporation Act (AktG): Governs stock corporations (AG), including regulations on share issuance, shareholder rights, and corporate governance structures.
Austrian Capital Market Act (KMG): Regulates public offerings of securities and investment products, including disclosure requirements and investor protection measures.
Austrian Investment Fund Act (InvFG): Provides framework for investment funds and certain types of collective investments, relevant if the investment involves fund structures.
Austrian Competition Act (KartG): Merger control provisions and antitrust regulations that may be relevant for larger investments or acquisitions.
Austrian Foreign Investment Control Act (InvKG): Regulates foreign direct investments in Austrian companies, particularly relevant for non-EU investors.
Austrian Commercial Code (UGB): Contains provisions relevant to commercial transactions and business relationships between companies.
Austrian Securities Supervision Act (WAG): Regulates investment services and contains provisions relevant to securities trading and investment advice.
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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