The Simple Agreement For Equity (SAFE) has become increasingly popular in Switzerland as an alternative to conventional equity investment structures. This document is typically used by early-stage companies seeking to raise capital quickly without the complexity and immediate valuation requirements of traditional equity rounds. Under Swiss law, the agreement must carefully balance the flexibility of the SAFE concept with local regulatory requirements, particularly those found in the Swiss Code of Obligations and financial market regulations. The document includes essential provisions for investment amount, conversion mechanisms, company representations, and investor rights, while incorporating specific Swiss legal requirements regarding share issuance and transfer. It's particularly suitable for startup companies in their seed or early funding stages, providing a streamlined way to secure investment while deferring complex valuation discussions and formal equity issuance.
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, including full legal names, addresses, and registration details
2. Background: Context of the investment, including company status and purpose of the SAFE
3. Definitions: Key terms used throughout the agreement, including 'Equity Financing', 'Liquidity Event', 'Dissolution Event', and 'Company Capitalization'
4. Purchase Amount: Specification of the investment amount and payment terms
5. Company Representations: Company's warranties regarding its authority, corporate status, and compliance with laws
6. Investor Representations: Investor's warranties regarding investment capacity and sophistication
7. Events: Detailed treatment of Equity Financing, Liquidity Events, and Dissolution Events
8. Conversion Mechanics: Process and calculations for converting the investment into equity
9. Term: Duration of the agreement and conditions for termination
10. General Provisions: Standard clauses including notices, amendments, governing law, and dispute resolution
1. Most Favored Nation: Optional provision ensuring investor receives best terms offered to other SAFE holders, typically included for early investors
2. Pro-rata Rights: Gives investor right to participate in future financing rounds, included when negotiated with sophisticated investors
3. Information Rights: Grants investor rights to receive financial information, typically for larger investments
4. Board Observer Rights: Gives investor right to attend board meetings, usually for strategic investors
5. Transfer Restrictions: Limits on investor's ability to transfer the SAFE, included for closely-held companies
6. Founder Commitments: Specific obligations of founders, included when personal commitments are required
1. Cap Table: Current capitalization structure of the company
2. Calculation Examples: Illustrations of conversion calculations in different scenarios
3. Form of Shareholders' Agreement: Template of shareholders' agreement to be executed upon conversion
4. Investment Risk Factors: Detailed description of investment risks specific to the company
5. Compliance Certificate: Template for compliance certification under Swiss securities laws
Authors
Find the document you need
Simple Agreement For Equity
A Swiss law-governed investment agreement providing rights to future equity in exchange for immediate capital investment, structured under Swiss corporate and securities regulations.
Download
Equity Agreement Contract
A Swiss law-governed agreement facilitating the transfer or issuance of company equity interests, outlining terms, conditions, and regulatory requirements.
Download
Standby Equity Purchase Agreement
A Swiss-law agreement establishing an investor's commitment to purchase company shares over time, subject to Swiss financial market regulations and specified conditions.
Download
Equity Commitment Agreement
A Swiss law-governed agreement documenting an investor's commitment to provide equity funding, including terms, conditions, and compliance requirements.
Download
Phantom Equity Agreement
Swiss law-governed agreement granting phantom equity rights that simulate share ownership benefits without actual equity issuance.
Download
Employee Equity Agreement
A Swiss law-governed agreement establishing terms for employee equity participation, including grant details, vesting conditions, and associated rights and obligations.
Download
Equity Investment Agreement
Swiss law-governed agreement detailing terms and conditions for equity investment in a company, including share acquisition, shareholder rights, and protective provisions.
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
