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Equity Investment Contract

Equity Investment Contract Template for New Zealand

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Key Requirements PROMPT example:

Equity Investment Contract

"I need an Equity Investment Contract for a Series A investment of NZD 5 million in my technology company, where the venture capital investor will receive preferred shares with liquidation preference, anti-dilution rights, and the right to appoint one board member, with completion planned for March 2025."

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Document background
The Equity Investment Contract serves as the primary legal instrument for documenting share acquisitions and investment terms in New Zealand companies. This document is essential when a company is seeking to raise capital through the issuance of shares to new or existing investors. It complies with New Zealand corporate and securities laws, including the Companies Act 1993 and Financial Markets Conduct Act 2013, and typically includes detailed provisions on share rights, investment amounts, completion mechanics, warranties, board representation, and investor protections. The agreement is particularly crucial for startups, growing companies, and established businesses seeking additional capital, as it provides the legal framework for the investment relationship while protecting the interests of both the company and its investors.
Suggested Sections

1. Parties: Identification of the Company, the Investor(s), and any other relevant parties to the agreement

2. Background: Context of the investment, including company status, purpose of investment, and any relevant pre-conditions

3. Definitions: Detailed definitions of terms used throughout the agreement

4. Investment Terms: Details of the investment amount, share class, price per share, and payment terms

5. Completion: Conditions precedent, completion requirements, and timing of the investment

6. Warranties and Representations: Company warranties, investor warranties, and continuing obligations

7. Governance Rights: Board composition, voting rights, and reserved matters requiring investor consent

8. Share Rights: Detailed description of the rights attached to the shares being issued

9. Transfer Restrictions: Limitations on share transfers and pre-emptive rights

10. Tag and Drag Rights: Provisions for co-sale rights and forced sale mechanisms

11. Confidentiality: Obligations regarding confidential information and announcements

12. General Provisions: Standard boilerplate clauses including notices, amendments, and governing law

Optional Sections

1. Anti-dilution Protection: Protection mechanisms against future dilutive share issues, included when requested by sophisticated investors

2. Liquidation Preference: Preferential rights on liquidation or exit, typically included for preferred share investments

3. Information Rights: Specific reporting and information access rights, often included for significant investments

4. Employee Share Scheme: Provisions relating to existing or proposed employee share schemes, included if relevant

5. Strategic Rights: Special rights for strategic investors, such as first right of refusal on commercial contracts

6. Right to Participate in Future Rounds: Pre-emptive rights on future investment rounds, typically for larger investors

Suggested Schedules

1. Company Details: Complete corporate information including shareholding structure pre and post-investment

2. Warranties: Detailed list of company warranties

3. Share Rights and Terms: Detailed terms and conditions attached to the investment shares

4. Completion Requirements: Checklist of documents and actions required for completion

5. Reserved Matters: Comprehensive list of decisions requiring investor consent

6. Deed of Adherence: Template deed for future shareholders to sign up to the agreement

7. Board Regulations: Detailed procedures for board meetings and decision-making

8. Disclosure Letter: Company's disclosures against the warranties

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Linkedin in social icon imageX social icon image
alex.den.21@genieai.co
Relevant legal definitions
Accrued Rights
Agreed Form
Anti-dilution Rights
Board
Business
Business Day
Business Plan
Completion
Completion Date
Conditions Precedent
Confidential Information
Constitution
Directors
Disclosed
Disclosure Letter
Drag-along Rights
Encumbrance
Equity Securities
Event of Default
Exit Event
Fair Market Value
Financial Year
Fully Diluted Share Capital
Group
Investment Amount
Investor Director
Investor Shares
Issue Price
Key Employees
Liquidation Event
Liquidation Preference
Material Adverse Change
New Securities
Ordinary Shares
Pre-emption Rights
Preferred Shares
Pro Rata Share
Qualified IPO
Related Company
Reserved Matters
Share Capital
Shareholders Agreement
Subscription Shares
Tag-along Rights
Transfer
Warranties
Working Capital
Clauses
Interpretation
Agreement to Invest
Conditions Precedent
Completion
Subscription for Shares
Payment Terms
Share Rights
Pre-emptive Rights
Anti-dilution Protection
Board Composition
Reserved Matters
Information Rights
Tag-along Rights
Drag-along Rights
Transfer Restrictions
Company Warranties
Investor Warranties
Confidentiality
Non-competition
Exit Provisions
Liquidation Preference
Default
Termination
Assignment
Notices
Further Assurance
Costs
Entire Agreement
Variation
Waiver
Severability
Governing Law
Dispute Resolution
Relevant Industries

Technology

Biotechnology

Financial Services

Manufacturing

Real Estate

Healthcare

Renewable Energy

E-commerce

Agriculture

Software Development

Professional Services

Media and Entertainment

Infrastructure

Consumer Goods

Education Technology

Relevant Teams

Legal

Finance

Corporate Development

Executive Management

Board of Directors

Investment

Compliance

Corporate Secretariat

Business Development

Risk Management

Relevant Roles

Chief Executive Officer

Chief Financial Officer

Chief Legal Officer

Company Secretary

Investment Manager

Corporate Lawyer

Legal Counsel

Investment Director

Venture Capital Partner

Private Equity Manager

Business Development Director

Finance Director

Board Director

Company Director

Corporate Development Manager

Investment Analyst

Financial Controller

Compliance Officer

Industries
Companies Act 1993: Primary legislation governing company formation, operation, and management in New Zealand. Covers share issuance, shareholder rights, director duties, and corporate governance requirements.
Financial Markets Conduct Act 2013: Regulates financial products and services, including equity offerings. Sets requirements for disclosure, fair dealing, and investor protection in financial markets.
Contract and Commercial Law Act 2017: Provides the general framework for contract formation and enforcement in New Zealand, including electronic transactions and contractual remedies.
Takeovers Act 1993: Relevant for equity investments that might trigger takeover provisions, particularly for listed companies or when acquiring substantial shareholdings.
Income Tax Act 2007: Governs taxation aspects of equity investments, including treatment of dividends, capital gains, and share transfers.
Financial Markets Authority Act 2011: Establishes the Financial Markets Authority and its powers to regulate financial markets, including oversight of equity investments.
Anti-Money Laundering and Countering Financing of Terrorism Act 2009: Imposes obligations for customer due diligence and verification when making financial investments.
Overseas Investment Act 2005: Relevant when the equity investment involves foreign investors or overseas investment in New Zealand assets.
Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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