Create a bespoke document in minutes, or upload and review your own.
Get your first 2 documents free
Your data doesn't train Genie's AI
You keep IP ownership of your information
Private Equity Investment Agreement
"I need a Private Equity Investment Agreement for a €20M investment into an Irish technology startup, with the investment structured in two tranches to be completed by March 2025, including specific provisions for technology asset protection and an employee share option pool."
1. Parties: Identification of all parties to the agreement, including the company, investors, and any guarantors
2. Background: Context of the transaction, including company status and purpose of the investment
3. Definitions: Detailed definitions of terms used throughout the agreement
4. Investment Terms: Details of the investment amount, share class, and price per share
5. Completion: Conditions precedent, completion mechanics, and timing
6. Warranties and Representations: Standard warranties from the company and founders
7. Investor Rights: Information rights, board representation, and consent matters
8. Transfer Restrictions: Limitations on share transfers and pre-emption rights
9. Tag-Along and Drag-Along Rights: Co-sale rights and forced sale provisions
10. Anti-Dilution Protection: Provisions protecting investors from future down rounds
11. Confidentiality: Confidentiality obligations and permitted disclosures
12. Covenants: Ongoing obligations of the company and other parties
13. Termination: Circumstances and process for terminating the agreement
14. Notices: Process for serving formal notices under the agreement
15. Governing Law and Jurisdiction: Confirmation of Irish law and jurisdiction
1. Founder Commitments: Used when founders are giving specific commitments regarding their ongoing involvement
2. Employee Share Option Pool: Include when establishing or modifying an ESOP as part of the investment
3. Strategic Investor Rights: Additional rights for strategic investors, such as commercial arrangements
4. Multiple Closings: Required for investments structured with multiple tranches or closings
5. Exit Strategy: Specific provisions regarding planned exit timeframes and mechanisms
6. Management Provisions: Detailed management structure and requirements, if not covered in shareholders agreement
7. Non-Compete and Non-Solicit: Restrictive covenants for founders and key employees
8. Intellectual Property Assignment: Required when IP transfer is part of the investment conditions
1. Schedule 1 - Company Information: Details of company structure, share capital, and subsidiaries
2. Schedule 2 - Warranties: Comprehensive warranties about the company's business and affairs
3. Schedule 3 - Completion Obligations: Detailed list of completion deliverables and requirements
4. Schedule 4 - Investor Consent Matters: List of decisions requiring investor approval
5. Schedule 5 - Capitalization Table: Pre and post-investment cap table
6. Schedule 6 - Business Plan: Company's business plan and financial projections
7. Schedule 7 - Board Composition: Details of board structure and appointment rights
8. Appendix A - Share Rights: Detailed terms of the investment shares
9. Appendix B - Management Accounts: Latest management accounts and financial statements
10. Appendix C - Key Employee Agreements: Forms of employment agreements for key personnel
Authors
Anti-Dilution Shares
Articles of Association
Board
Business Day
Business Plan
Completion
Completion Date
Conditions Precedent
Confidential Information
Constitution
Control
Deed of Adherence
Directors
Drag-Along Notice
Drag-Along Right
Encumbrance
Equity Securities
Event of Default
Exit
Fair Market Value
Financial Year
Fully Diluted Share Capital
Group
Investment Amount
Investment Shares
Investor Director
Investor Majority
IPO
Key Employees
Management Accounts
Material Adverse Change
New Securities
Ordinary Shares
Permitted Transferee
Preference Shares
Pre-emption Rights
Qualified IPO
Related Party Transaction
Relevant Securities
Reserved Matters
Share Capital
Shareholders Agreement
Subscription Price
Subsidiary
Tag-Along Notice
Tag-Along Right
Trade Sale
Transaction Documents
Transfer
Valuation
Warranties
Warrantors
Share Subscription
Payment Terms
Conditions Precedent
Completion Mechanics
Warranties and Representations
Company Undertakings
Investor Rights
Board Appointment Rights
Information Rights
Pre-emption Rights
Share Transfer Restrictions
Tag-Along Rights
Drag-Along Rights
Anti-Dilution Protection
Exit Provisions
Non-Compete
Non-Solicitation
Confidentiality
Intellectual Property
Founder Commitments
Reserved Matters
Default
Remedies
Further Assurance
Assignment
Notices
Costs
Severability
Entire Agreement
Variation
Waiver
Force Majeure
Governing Law
Jurisdiction
Dispute Resolution
Technology
Healthcare
Manufacturing
Financial Services
Consumer Goods
Renewable Energy
Real Estate
Life Sciences
E-commerce
Software
Biotechnology
Infrastructure
Professional Services
Agriculture
Education Technology
Legal
Finance
Investment
Corporate Development
Compliance
Risk Management
Executive Leadership
Board of Directors
Company Secretariat
Due Diligence
Portfolio Management
Transaction Advisory
Corporate Governance
Chief Executive Officer
Chief Financial Officer
Investment Director
Private Equity Partner
Corporate Lawyer
Investment Manager
Due Diligence Officer
Company Secretary
General Counsel
Managing Director
Portfolio Manager
Compliance Officer
Transaction Manager
Board Director
Investment Analyst
Legal Counsel
Fund Manager
Risk Manager
Find the exact document you need
Investment Sharing Agreement
An Irish law-governed agreement structuring shared investment arrangements, defining investor rights, contributions, and returns distribution.
Simple Investment Agreement
An Irish law-governed agreement for straightforward company investment transactions, outlining investment terms and share issuance details.
Investment Profit Sharing Agreement
An Irish law-governed agreement establishing terms for investment profit sharing between investors and business entities, including investment terms, profit calculations, and distribution mechanisms.
Investment Deed
An Irish law-governed legal document that formalizes investment terms and conditions, establishing rights and obligations between investors and investee companies.
Short Term Investment Contract
An Irish law-governed agreement establishing terms for short-term investment activities, ensuring compliance with Irish financial regulations and EU directives.
Investment Protection Agreement
An Irish law-governed agreement establishing investment protection rights and obligations, ensuring regulatory compliance with Irish and EU investment frameworks.
Bilateral Investment Agreement
An Irish law-governed Bilateral Investment Agreement establishing terms and protections for cross-border investment relationships, incorporating Irish and EU regulatory requirements.
Shareholders Agreement And Share Subscription Agreement
An Irish law-governed agreement combining share subscription terms with ongoing shareholder rights and obligations, suitable for companies seeking investment or restructuring shareholding.
Purchase Of Shares Agreement
An Irish law-governed agreement documenting the terms and conditions for the sale and purchase of company shares, including price, warranties, and completion mechanics.
Memorandum Of Agreement For Investment
An Irish law-governed agreement establishing terms and conditions for investment transactions, including investment structure, rights, obligations, and regulatory compliance requirements.
Venture Capital Agreement
An Irish law-governed agreement establishing terms and conditions for venture capital investment, including investment structure, shareholder rights, and governance framework.
Share Allotment Agreement
An Irish law-governed agreement documenting the issuance of new shares by a company to specified subscribers, including terms, conditions, and statutory compliance requirements.
Simple Stock Transfer Agreement
An Irish law-governed agreement facilitating the transfer of shares between parties, including essential transfer provisions and statutory requirements.
Preference Share Subscription Agreement
An Irish law-governed agreement setting out terms for investors to subscribe for preference shares in a company, including share rights, warranties, and completion mechanics.
Preference Share Agreement
An Irish law-governed agreement establishing terms and conditions for preference share issuance, including shareholder rights, dividend provisions, and investment protection mechanisms.
Loss Share Agreement
An Irish law-governed agreement establishing terms for sharing potential losses between parties, typically used in financial transactions and restructuring scenarios.
Investment Mandate Agreement
Irish law-governed agreement establishing terms for discretionary investment management services, compliant with Irish financial regulations and EU directives.
Agreement For Transfer Of Shares
An Irish law-governed agreement documenting the transfer of shares from a seller to a buyer, including key terms, conditions, and compliance requirements.
Agreement For Sale Of Shares
An Irish law-governed agreement for the sale and purchase of company shares, setting out transaction terms, warranties, and completion requirements.
Rental Property Partnership Agreement
An Irish law agreement establishing a partnership structure for rental property operations, defining partner rights, responsibilities, and business operations.
Limited Partnership Agreement Venture Capital
An Irish law-governed agreement establishing a venture capital fund structured as a limited partnership, defining the relationships between general and limited partners.
Mezzanine Loan Term Sheet
An Irish law-governed term sheet outlining key commercial and legal terms for a mezzanine financing transaction, bridging the gap between senior debt and equity.
Private Equity Purchase Agreement
An Irish law-governed agreement documenting the purchase of shares or assets by a private equity investor, including key terms, warranties, and completion mechanics.
Limited Partnership Term Sheet
An Irish law-governed preliminary agreement outlining key terms and conditions for establishing a limited partnership, serving as the basis for the final Limited Partnership Agreement.
Debt Investment Agreement
An Irish law-governed agreement establishing terms and conditions for debt investment, including lending terms, security arrangements, and regulatory compliance requirements.
Bond Repurchase Agreement
Irish law-governed Bond Repurchase Agreement for securities lending transactions, incorporating relevant Irish and EU financial regulations.
Equity Stake Agreement
An Irish law-governed agreement documenting the terms and conditions of an equity investment or share purchase, including ownership transfer, rights, and obligations of all parties.
Investment Club Partnership Agreement
An Irish law-governed agreement establishing an investment club partnership, setting out terms for collective investment activities and club operations.
Stock Agreement
An Irish law-governed agreement detailing the terms and conditions for the sale and transfer of company shares between parties.
Mutual Fund Agreement
An Irish law-governed agreement establishing a mutual fund's structure, operations, and relationships between parties, compliant with Irish financial regulations and EU directives.
Private Equity Investment Agreement
An Irish law-governed agreement setting out terms and conditions for private equity investment, including investment structure, shareholder rights, and governance arrangements.
Subscription Agreement Private Placement
An Irish law-governed agreement documenting terms and conditions for private securities subscription, ensuring regulatory compliance and investment execution.
Equity Commitment Letter
An Irish law-governed binding commitment letter outlining an investor's obligation to provide equity financing for a specific transaction or purpose.
Co Investment Agreement
An Irish law-governed agreement establishing terms for multiple parties to jointly invest in a business venture, including investment commitments, governance rights, and exit mechanisms.
Standby Equity Purchase Agreement
An Irish law-governed agreement establishing an investor's commitment to purchase company shares on predetermined terms, providing flexible access to equity financing.
Stock Transfer Agreement
An Irish law-governed agreement that documents and effectuates the transfer of shares from a transferor to a transferee, including key terms, conditions, and statutory requirements.
Company Share Agreement
An Irish law-governed agreement regulating the transfer, sale, or issuance of company shares, including terms, conditions, and parties' rights and obligations.
Stock Loan Agreement
Irish law-governed agreement for securities lending transactions, establishing terms for temporary securities transfers between parties with associated collateral arrangements.
Share Lending Agreement
An Irish law-governed agreement for the temporary transfer of shares between parties, including collateral arrangements and regulatory compliance requirements.
Private Equity Agreement
An Irish law-governed agreement establishing terms and conditions for private equity investment, including investment structure, shareholder rights, and governance mechanisms.
Private Equity Subscription Agreement
An Irish law-governed agreement setting out terms for investing in a private equity fund, including subscription details and regulatory compliance requirements.
Convertible Note Purchase Agreement
An Irish law-governed agreement setting out terms for investors to purchase convertible notes from a company, including conversion rights and investment conditions.
Stock Buyback Agreement
An Irish law-governed agreement detailing terms and conditions for a company to repurchase its own shares from existing shareholders.
Private Placement Agreement
An Irish law-governed agreement for the private offering of securities to qualified investors, detailing investment terms and regulatory compliance requirements.
Investment Loan Agreement
Irish law-governed agreement setting out terms for investment-purpose financing, including loan conditions, repayment terms, and investment parameters.
Stock Swap Agreement
An Irish law-governed agreement facilitating the exchange of shares between parties, including terms, conditions, and regulatory compliance requirements.
Investment Partnership Agreement
Irish law-governed agreement establishing an investment partnership structure, defining partner relationships and investment framework.
Equity Investment Agreement
An Irish law-governed agreement detailing the terms of equity investment in a company, including share issuance, investor rights, and protections.
Share Subscription Agreement
An Irish law agreement governing the subscription for new shares in a company, detailing terms of share issuance and investment conditions.
Investment Contract
An Irish law-governed agreement establishing terms and conditions for investment transactions, ensuring compliance with Irish financial regulations and protecting parties' interests.
Advisory Agreement
An Irish law-governed agreement establishing the terms and conditions for the provision of advisory services between an advisor and client.
Equity Purchase Agreement
An Irish law-governed agreement detailing the terms and conditions for the purchase and sale of company shares, including price, warranties, and completion mechanics.
Download our whitepaper on the future of AI in Legal
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
Our bank-grade security infrastructure undergoes regular external audits
We are ISO27001 certified, so your data is secure
Organizational security
You retain IP ownership of your documents
You have full control over your data and who gets to see it
Innovation in privacy:
Genie partnered with the Computational Privacy Department at Imperial College London
Together, we ran a £1 million research project on privacy and anonymity in legal contracts
Want to know more?
Visit our Trust Centre for more details and real-time security updates.
Read our Privacy Policy.