The Investment Owners Contract is a crucial document used in Danish investment transactions to formalize the relationship between various investors and establish clear governance structures. This document is particularly important when multiple investors are involved in a company or investment vehicle, requiring clear definition of their rights, obligations, and relationships. It must comply with Danish legal requirements, including the Danish Companies Act and financial regulations, while providing comprehensive coverage of investment terms, management rights, exit provisions, and investor protections. The contract is typically used in both new investments and restructuring of existing investment relationships, providing a foundation for long-term investment governance and stakeholder management. The document includes detailed provisions for ownership rights, voting procedures, transfer restrictions, and dispute resolution mechanisms, all within the framework of Danish corporate law.
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Key Requirements PROMPT example:
Investment Owners Contract
I need an Investment Owners Contract under Danish law for a Series B venture capital investment closing March 2025, with three VC firms investing in our technology startup, including specific provisions for future funding rounds and anti-dilution protection.
1. Parties: Identification of all parties to the agreement, including full legal names, registration numbers, and addresses
2. Background: Context of the investment relationship, including the purpose of the investment and brief description of the business
3. Definitions and Interpretation: Detailed definitions of terms used throughout the agreement and rules for interpretation
4. Investment Structure: Details of the investment amount, ownership percentages, and class of shares or other securities being issued
5. Subscription and Payment Terms: Terms and conditions for the investment subscription, payment schedule, and related procedures
6. Representations and Warranties: Statements of fact and assurances from all parties regarding their capacity, authority, and relevant business matters
7. Governance and Management: Management structure, voting rights, board composition, and decision-making processes
8. Transfer Restrictions: Limitations and conditions on the transfer of ownership interests
9. Pre-emptive Rights: Rights of existing owners regarding new issues of shares or ownership interests
10. Exit Provisions: Mechanisms for exit including drag-along and tag-along rights, IPO provisions, and put/call options
11. Financial Matters: Financial reporting requirements, dividend policy, and capital structure
12. Confidentiality: Obligations regarding confidential information and trade secrets
13. Term and Termination: Duration of the agreement and circumstances under which it can be terminated
14. Governing Law and Jurisdiction: Specification of Danish law as governing law and jurisdiction for dispute resolution
15. General Provisions: Standard boilerplate clauses including notices, amendments, and severability
1. Anti-dilution Protection: Protection mechanisms for investors against dilution of their ownership percentage, used in cases where future funding rounds are anticipated
2. Intellectual Property Rights: Specific provisions regarding IP ownership and licensing, important for technology-based or IP-heavy investments
3. Employee Matters: Provisions regarding key employees, management incentive programs, and employment policies, relevant for investments where human capital is crucial
4. Environmental, Social and Governance (ESG): Specific ESG requirements and reporting obligations, important for investments with sustainability focus or institutional investors
5. Competition and Non-Compete: Restrictions on competitive activities, relevant when investors have interests in competing businesses
6. Tag-Along Rights: Rights of minority shareholders to join in sale of shares by majority shareholders, important for minority investor protection
7. Drag-Along Rights: Rights of majority shareholders to force minority shareholders to join in sale, important for exit flexibility
8. Information Rights: Specific rights regarding access to company information and reporting requirements, important for passive investors
1. Schedule 1 - Share Capital and Ownership Structure: Detailed breakdown of share capital, share classes, and ownership percentages
2. Schedule 2 - Business Plan: Detailed business plan including financial projections and strategic objectives
3. Schedule 3 - Warranties: Comprehensive list of warranties given by the parties
4. Schedule 4 - Reserved Matters: List of decisions requiring special approval or unanimous consent
5. Schedule 5 - Board Rules of Procedure: Detailed procedures for board meetings and decision-making
6. Schedule 6 - Deed of Adherence: Template for new parties joining the agreement
7. Schedule 7 - Valuation Principles: Agreed methods for valuing the company or shares in various scenarios
8. Appendix A - Key Performance Indicators: Specific KPIs and metrics for monitoring business performance
9. Appendix B - Compliance Requirements: Detailed compliance requirements including anti-money laundering procedures
Authors
Relevant legal definitions
Accounting Period
Affiliate
Annual Budget
Articles of Association
Board
Business
Business Day
Business Plan
Call Option
Change of Control
Closing
Closing Date
Company
Completion
Confidential Information
Control
Danish Companies Act
Deed of Adherence
Directors
Drag-Along Notice
Drag-Along Right
Encumbrance
Event of Default
Exit
Fair Market Value
Financial Year
Group
Investment Amount
Investment Period
Investor Director
Investor Majority
Investors
IPO
Key Employees
Management
Material Adverse Change
New Securities
Ordinary Shares
Original Shareholders
Parties
Preference Shares
Pre-emption Rights
Put Option
Qualified IPO
Reserved Matters
Share Capital
Shareholders
Shareholders' Agreement
Shares
Subscription Price
Subsidiary
Tag-Along Notice
Tag-Along Right
Transfer
Valuation
Voting Rights
Affiliate
Annual Budget
Articles of Association
Board
Business
Business Day
Business Plan
Call Option
Change of Control
Closing
Closing Date
Company
Completion
Confidential Information
Control
Danish Companies Act
Deed of Adherence
Directors
Drag-Along Notice
Drag-Along Right
Encumbrance
Event of Default
Exit
Fair Market Value
Financial Year
Group
Investment Amount
Investment Period
Investor Director
Investor Majority
Investors
IPO
Key Employees
Management
Material Adverse Change
New Securities
Ordinary Shares
Original Shareholders
Parties
Preference Shares
Pre-emption Rights
Put Option
Qualified IPO
Reserved Matters
Share Capital
Shareholders
Shareholders' Agreement
Shares
Subscription Price
Subsidiary
Tag-Along Notice
Tag-Along Right
Transfer
Valuation
Voting Rights
Clauses
Share Structure and Classes
Investment Terms
Subscription and Payment
Representations and Warranties
Board Composition
Management Rights
Voting Rights
Transfer Restrictions
Pre-emptive Rights
Tag-Along Rights
Drag-Along Rights
Anti-dilution Protection
Information Rights
Reserved Matters
Dividend Rights
Exit Rights
Put and Call Options
Share Valuation
Financial Reporting
Confidentiality
Non-Competition
Non-Solicitation
Intellectual Property
Compliance Requirements
Force Majeure
Default Events
Termination Rights
Dispute Resolution
Governing Law
Amendments
Assignment
Notices
Severability
Entire Agreement
Costs and Expenses
Shareholder Meetings
Share Transfers
New Issuances
Right of First Refusal
Deadlock Resolution
Good Leaver/Bad Leaver
Management Incentives
Audit Rights
Environmental Compliance
Data Protection
Business Plan Compliance
Investment Terms
Subscription and Payment
Representations and Warranties
Board Composition
Management Rights
Voting Rights
Transfer Restrictions
Pre-emptive Rights
Tag-Along Rights
Drag-Along Rights
Anti-dilution Protection
Information Rights
Reserved Matters
Dividend Rights
Exit Rights
Put and Call Options
Share Valuation
Financial Reporting
Confidentiality
Non-Competition
Non-Solicitation
Intellectual Property
Compliance Requirements
Force Majeure
Default Events
Termination Rights
Dispute Resolution
Governing Law
Amendments
Assignment
Notices
Severability
Entire Agreement
Costs and Expenses
Shareholder Meetings
Share Transfers
New Issuances
Right of First Refusal
Deadlock Resolution
Good Leaver/Bad Leaver
Management Incentives
Audit Rights
Environmental Compliance
Data Protection
Business Plan Compliance
Relevant Industries
Technology
Financial Services
Real Estate
Healthcare
Manufacturing
Clean Energy
Biotechnology
E-commerce
Infrastructure
Consumer Goods
Professional Services
Media and Entertainment
Agriculture
Transportation and Logistics
Relevant Teams
Legal
Finance
Investment
Compliance
Corporate Governance
Risk Management
Executive Leadership
Board of Directors
Corporate Development
Business Development
Relevant Roles
Chief Executive Officer
Chief Financial Officer
Legal Counsel
Investment Manager
Corporate Lawyer
Investment Director
Fund Manager
Portfolio Manager
Compliance Officer
Board Member
Company Secretary
Managing Partner
Investment Analyst
Due Diligence Officer
Risk Manager
Business Development Director
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