The Safe Investment Agreement under Swiss law serves as a crucial instrument for early-stage funding in the Swiss startup ecosystem. This document is typically used when a company seeks initial investment but wants to defer complex valuation discussions until a larger funding round. The agreement provides investors with the right to convert their investment into equity upon specific trigger events, such as qualified financing rounds or exit events. It must comply with Swiss financial regulations, including the Federal Act on Financial Services (FIDLEG) and Swiss Code of Obligations. The document includes essential provisions for investment amount, conversion mechanisms, investor rights, and company obligations, all structured within the Swiss legal framework. This type of agreement has become increasingly popular in Switzerland due to its efficiency in closing early-stage investments while providing adequate protection for both parties.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Your data doesn't train Genie's AI
You keep IP ownership of your docs
Alternatively...
1. Parties: Identification of the Company and the Investor with full legal details
2. Background: Context of the investment and purpose of the agreement
3. Definitions: Key terms used throughout the agreement, including 'Equity Financing', 'Liquidity Event', 'Dissolution Event', and 'Conversion Price'
4. Investment Amount: Specification of the investment sum and payment terms
5. Company Representations: Company's warranties regarding its legal status, authority, and compliance with Swiss law
6. Investor Representations: Investor's warranties regarding investment capacity and compliance with applicable laws
7. Conversion Rights: Terms and conditions for converting the investment into equity
8. Conversion Trigger Events: Specific events that trigger conversion rights (equity financing, liquidity event, etc.)
9. Dissolution Rights: Investor rights in case of company dissolution or liquidation
10. Information Rights: Company's obligations to provide financial and other information to the investor
11. Assignment and Transfer: Terms governing the transfer of rights under the agreement
12. Governing Law and Jurisdiction: Specification of Swiss law application and jurisdiction
13. Notices: Communication requirements and contact details
14. General Provisions: Standard contract clauses including amendments, severability, and entire agreement
1. Most Favored Nation: Optional provision ensuring investor receives best terms offered to other SAFE holders - recommended for sophisticated investors
2. Pro-rata Rights: Optional right to participate in future financing rounds - typically included for strategic investors
3. Board Observer Rights: Optional right to appoint a non-voting board observer - useful for larger investments
4. Tag-Along Rights: Optional provision allowing investor to join in sale of shares by founders - recommended for larger investments
5. Currency Conversion: Required if investment is made in non-Swiss franc currency
6. Tax Provisions: Special tax considerations if investor is non-Swiss or if specific tax structures are needed
7. Confidentiality: Detailed confidentiality provisions if not covered sufficiently in general provisions
1. Schedule 1 - Cap Table: Current capitalization table of the company
2. Schedule 2 - Calculation Methods: Detailed methods for calculating conversion price and equity allocation
3. Schedule 3 - Form of Conversion Notice: Template for conversion notice when trigger events occur
4. Schedule 4 - Company Information: Key company details including registration information and current directors
5. Appendix A - Investment Terms Summary: Summary of key investment terms and valuation metrics
6. Appendix B - Required Corporate Approvals: List of corporate approvals obtained for the SAFE issuance
Authors
Find the document you need
Bank Repurchase Agreement
Swiss-law governed framework agreement for repurchase transactions between financial institutions, outlining securities sale and repurchase terms under Swiss banking regulations.
Download
Purchase Of Shares Agreement
A Swiss law-governed agreement for the sale and purchase of company shares, detailing terms, conditions, and obligations of the transaction parties under Swiss legal requirements.
Download
Investment Club Agreement
A Swiss law-governed agreement establishing an investment club and regulating its members' relationships, investment activities, and governance structure.
Download
Safe Investment Agreement
A Swiss-law SAFE agreement for early-stage company investment, providing rights to future equity under Swiss corporate and securities law framework.
Download
Investment Mandate Agreement
A Swiss law-governed agreement establishing discretionary investment management services between an investment manager and client, compliant with Swiss financial regulations.
Download
Finder's Fee Agreement For Investment Capital
A Swiss-law agreement defining terms for an intermediary to source investment capital in exchange for a success fee, compliant with Swiss financial regulations.
Download
Co Investment Agreement
A Swiss-law governed agreement establishing terms and conditions for multiple parties to invest jointly in a specific venture, including capital commitments, governance, and exit provisions.
Download
Company Share Agreement
A Swiss law-governed agreement setting out terms and conditions for company share transfers, including rights, obligations, and corporate governance provisions.
Download
Stock Buyback Agreement
A Swiss-law governed agreement setting out terms for a company's repurchase of its own shares, complying with Swiss corporate law and financial market regulations.
Download
Stock Swap Agreement
A Swiss-law governed agreement facilitating the exchange of shares between parties, structured according to Swiss corporate and securities regulations.
Download
Genie’s Security Promise
Genie is the safest place to draft. Here’s how we prioritise your privacy and security.
Your data is private:
We do not train on your data; Genie’s AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
We are ISO27001 certified, so your data is secure
Organizational security:
You retain IP ownership of your documents and their information
You have full control over your data and who gets to see it
