The Equity Participation Loan Agreement is commonly used in growth financing scenarios where traditional debt or pure equity financing may not be optimal. This document, governed by English and Welsh law, provides a structured framework for lenders to extend credit while participating in the borrower's success through equity-linked returns. It is particularly relevant for companies seeking flexible financing solutions that don't immediately dilute existing shareholders but offer lenders potential upside beyond traditional interest returns. The agreement typically includes comprehensive provisions covering loan terms, conversion or participation rights, security arrangements, and reporting requirements.
Your data doesn't train Genie's AI
You keep IP ownership of your information
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
OR
Let Genie AI's market-leading legal AI identify missing terms, unusual language, compliance issues and more - in just seconds.
Upload your Doc
1. Parties: Identification and details of the lender and borrower
2. Background: Context of the loan and equity participation arrangement
3. Definitions: Key terms used throughout the agreement
4. Loan Terms: Principal amount, interest rate, and repayment terms
5. Equity Participation Rights: Terms of equity conversion or profit sharing
6. Conditions Precedent: Conditions that must be met before loan disbursement
7. Representations and Warranties: Statements of fact by the borrower
8. Covenants: Ongoing obligations of the borrower
9. Events of Default: Circumstances that trigger default and remedies
1. Security: Details of any collateral or security arrangements when the loan is secured
2. Guarantees: Terms of any guarantees provided when third-party guarantees are involved
3. Information Rights: Rights to receive financial and other information when lender requires ongoing monitoring
4. Board Rights: Rights to appoint board members or observers when lender requires board representation
1. Conditions Precedent Schedule: Detailed list of conditions to be satisfied before drawdown
2. Form of Drawdown Notice: Template for requesting loan disbursement
3. Financial Covenants Schedule: Detailed financial ratios and requirements
4. Security Documents: Forms of security documentation if applicable
5. Equity Participation Calculations: Formulas and methods for calculating equity participation
6. Permitted Security Schedule: List of permitted security interests
Relevant legal definitions
Accrued Interest
Additional Interest
Affiliate
Agreement
Applicable Law
Availability Period
Base Interest Rate
Borrower
Business Day
Change of Control
Closing Date
Conditions Precedent
Confidential Information
Default
Default Interest
Default Rate
Drawdown
Drawdown Date
Drawdown Notice
Equity Participation Rights
Event of Default
Exit Event
Financial Indebtedness
Financial Statements
Group
Guarantor
Interest Payment Date
Interest Period
Lender
Loan
Material Adverse Effect
Maturity Date
Participation Amount
Participation Percentage
Participation Rights
Permitted Security
Principal Amount
Qualifying IPO
Repayment Date
Repayment Schedule
Security
Security Documents
Security Interest
Subsidiary
Tax
Transaction Documents
Upside Return
Valuation
Additional Interest
Affiliate
Agreement
Applicable Law
Availability Period
Base Interest Rate
Borrower
Business Day
Change of Control
Closing Date
Conditions Precedent
Confidential Information
Default
Default Interest
Default Rate
Drawdown
Drawdown Date
Drawdown Notice
Equity Participation Rights
Event of Default
Exit Event
Financial Indebtedness
Financial Statements
Group
Guarantor
Interest Payment Date
Interest Period
Lender
Loan
Material Adverse Effect
Maturity Date
Participation Amount
Participation Percentage
Participation Rights
Permitted Security
Principal Amount
Qualifying IPO
Repayment Date
Repayment Schedule
Security
Security Documents
Security Interest
Subsidiary
Tax
Transaction Documents
Upside Return
Valuation
Clauses
Interpretation
Loan Facility
Purpose
Drawdown
Interest
Equity Participation
Profit Share
Repayment
Prepayment
Security
Conditions Precedent
Representations and Warranties
Information Undertakings
Financial Covenants
General Undertakings
Events of Default
Acceleration
Changes to Parties
Assignment and Transfer
Confidentiality
Information Rights
Board Rights
Anti-dilution
Tag-along Rights
Drag-along Rights
Exit Provisions
Costs and Expenses
Indemnities
Set-off
Notices
Calculations
Amendments and Waivers
Severability
Counterparts
Third Party Rights
Governing Law
Jurisdiction
Dispute Resolution
Loan Facility
Purpose
Drawdown
Interest
Equity Participation
Profit Share
Repayment
Prepayment
Security
Conditions Precedent
Representations and Warranties
Information Undertakings
Financial Covenants
General Undertakings
Events of Default
Acceleration
Changes to Parties
Assignment and Transfer
Confidentiality
Information Rights
Board Rights
Anti-dilution
Tag-along Rights
Drag-along Rights
Exit Provisions
Costs and Expenses
Indemnities
Set-off
Notices
Calculations
Amendments and Waivers
Severability
Counterparts
Third Party Rights
Governing Law
Jurisdiction
Dispute Resolution
Relevant Industries
Relevant Teams
Relevant Roles
Find the exact document you need
Sweat Equity Partnership Agreement
An England & Wales agreement granting ownership through work contributions, detailing rights and obligations for partners.
Download
Sweat Equity Contract
An England & Wales contract exchanging services for company equity, detailing terms and legal compliance.
Download
Simple Equity Investment Agreement
An England & Wales agreement documenting straightforward equity investments in private companies with essential legal terms.
Download
Simple Agreement For Equity
An England & Wales agreement granting investors rights to future equity in early-stage companies.
Download
Equity Transfer Contract
An England & Wales legal document ensuring lease obligations are met during commercial property lease assignments.
Download
Equity Linked Agreement
An England & Wales legal document formally raising workplace discrimination concerns under the Equality Act 2010.
Download
Equity Line Agreement
An England & Wales document concluding a workplace grievance, detailing findings, decisions, and appeal rights.
Download
Equity For Services Agreement
An England & Wales legal document inviting an employee to a grievance hearing, detailing rights and procedural information.
Download
Earned Equity Agreement
An England & Wales document detailing the outcome of an employee's grievance appeal, ensuring legal compliance and fairness.
Download
Co Founder Equity Agreement
A formal grievance document in England & Wales initiating a complaint under employment law guidelines.
Download
Sweat Equity Operating Agreement
An agreement under English and Welsh law governing the exchange of services for company equity ownership.
Download
Equity Participation Loan Agreement
A loan agreement under English and Welsh law that combines debt financing with equity participation rights for the lender.
Download
Founders Restricted Stock Purchase Agreement
An English law agreement governing founders' purchase of restricted company stock, including vesting and transfer conditions.
Download
Continuous Agreement For Future Equity
An English law agreement providing rights to future equity in exchange for immediate investment, commonly used in early-stage funding rounds.
Download
Independent Contractor Equity Agreement
An English law agreement governing independent contractor services and equity compensation arrangements.
Download
Convertible Loan Stock Agreement
An English law agreement governing the issuance of debt securities convertible into company shares, setting out terms of conversion, interest, and investor rights.
Download
Equity Shares Agreement
An English law agreement governing the transfer and ownership of company shares, including rights and obligations of shareholders.
Download
Employee Stock Grant Agreement
A legal agreement under English and Welsh law documenting the award of company shares to an employee, including terms, conditions, and obligations.
Download
Preferred Equity Agreement
An English law agreement establishing terms for preferred equity investment, including preferential rights and investor protections.
Download
Equity Split Agreement
A legally binding agreement under English and Welsh law that documents how ownership shares in a business are divided among multiple parties.
Download
Private Equity Finder's Fee Agreement
An English law agreement setting out terms for introducing investment opportunities to private equity firms, including fee arrangements and regulatory compliance.
Download
Convertible Loan Agreement Startup
An English law agreement for a loan that converts to equity in a startup, typically during future funding rounds.
Download
Advisor Equity Agreement
A legal agreement under English and Welsh law defining terms for advisory services provided in exchange for company equity.
Download
Startup Equity Contract
A legal agreement under English and Welsh law governing the issuance and rights of equity shares in a startup company.
Download
Restricted Stock Grant Agreement
An English law agreement governing the grant of restricted company shares to employees or service providers, subject to vesting conditions and transfer restrictions.
Download
Phantom Stock Award Agreement
An English law agreement granting synthetic equity rights that mirror the economic benefits of company shares without transferring actual ownership.
Download
Equity Share Contract
A legally binding agreement under English and Welsh law governing the transfer of company shares between parties.
Download
Equity Incentive Agreement
A legally binding agreement under English and Welsh law establishing terms for granting equity-based compensation to employees or contractors.
Download
Equity Award Agreement
A legal agreement under English and Welsh law documenting the terms of equity-based compensation granted to individuals.
Download
Convertible Agreement Regarding Equity
An English law agreement allowing investment to be converted into equity shares at a future date, commonly used in early-stage funding rounds.
Download
Preferred Stock Agreement
A legally binding agreement under English and Welsh law governing the issuance and terms of preferred stock, including investor rights and privileges.
Download
Equity Stake Agreement
A legal agreement governed by English and Welsh law that documents the terms and conditions of acquiring shares in a company.
Download
Equity Release Agreement
A regulated agreement under English and Welsh law enabling homeowners to access property equity while retaining residence rights.
Download
Equity Repurchase Agreement
A legal agreement under English and Welsh law governing a company's repurchase of its own shares from shareholders.
Download
Equity Buyout Agreement
A legal agreement under English and Welsh law governing the sale and transfer of company shares between parties.
Download
Private Equity Investment Agreement
A legal agreement governing private equity investment terms under English and Welsh law, establishing rights, obligations, and exit mechanisms between investors and target companies.
Download
Equity Loan Agreement
A contract under English and Welsh law governing the provision of a loan secured against property with shared appreciation provisions.
Download
Restricted Stock Unit Award Agreement
An English law agreement governing the award of Restricted Stock Units to employees, detailing vesting conditions and settlement terms.
Download
Equity Pledge Agreement
A legally binding agreement under English and Welsh law creating security over shares or equity interests in a company.
Download
Standby Equity Purchase Agreement
A UK-law governed agreement establishing a committed equity line facility between an investor and a company for flexible capital raising.
Download
Genie’s Security Promise
Genie is the safest place to draft. Here’s how we prioritise your privacy and security.
Your documents are 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
.png)
.png)