1. Security Arrangements: Required when existing security needs to be released or new security is to be granted

2. Partial Conversion: Include when only part of the loan is being converted to equity

3. Anti-dilution Protection: Include when the converted equity needs protection against future dilution

4. Tag-Along Rights: Include when minority shareholders need protection in case of future sale

5. Board Appointment Rights: Include when the conversion gives the former lender right to board representation

6. Regulatory Compliance: Include when conversion requires specific regulatory approvals or notifications

7. Tax Indemnity: Include when specific tax consequences need to be addressed between the parties

1. Existing Loan Agreement: Copy or details of the original loan agreement being converted

2. Conversion Calculations: Detailed calculations showing conversion ratio, price, and resulting shareholding

3. Form of Release: Template for the formal release of loan obligations

4. New Constitutional Documents: Updated company constitution or shareholders agreement reflecting new ownership structure

5. Required Corporate Approvals: Copies of board resolutions, shareholder approvals, or other corporate authorizations

6. Share Certificate Template: Form of share certificate to be issued upon conversion

7. Regulatory Filings: Templates or copies of required regulatory notifications or filings