Investors Agreement

Are you in talks with your investors? Do you need a solid Investors Agreement to outline the shares and conditions of the transaction?

An investment agreement deals with the subscription for shares by the investors in return for the investment monies. The investment agreement should bind all investors participating, including any separate funds that are investing so if this sounds like a document your business would benefit from then keep reading below!

Who this service is for

A business looking to bring in new investment and agree on terms with investors.

Key benefits

  • Connect with an experienced lawyer quickly and simply
  • Get a qualified opinion on your issue/s
  • Upfront and transparent pricing

What happens after purchase?

Your lawyer will onboard you (KYC, conflicts checks, and client care letter - if applicable)
You send supporting material to the lawyer ahead of the meeting
Consultation takes place
Lawyer sends an email to summarize high level points from the conversation and quotes for any further work required
Leave a review and testimonial of your experience for future customers

FAQ’s

What the service will cover
  • Initial consultation to align objectives and get to know your business
  • An Investors Agreement
  • A set of revisions
  • A follow-up to outline and close the engagement
What the service excludes
  • Face to face meetings
  • Third-party negotiations
  • Review of an existing agreement (this is a drafting service)

Please note: the above can be completed at an additional price.

What you need to provide
  • Context of your business operations and the investment
  • The first step after the purchase will be to provide verification of your identity and supply the following documentation so your adviser can carry out their ‘Know Your Customer’ (KYC) and ‘Anti-Money Laundering’ (AML) checks. Please have the following at hand but note that this may not be a complete list:
  • Company name, VAT number (if applicable), registration number
  • Key contacts and associated contact details including email and mobile
  • The names and home addresses of all directors
  • Home utility bill (no more than 3 months old) and passport for every person who owns or controls more than 25% of the voting rights of your business
A blonde haired woman smiling at the camera in a white shirt
Suzanne Harley-Davies
Freelance Legal Services Ltd

Getting over the hurdle of starting a new business and the challenges that follow requires a vast am...

£235.00

Sold By: Suzanne Harley-Davies
Name(Required)

28 years experience across

Financial Services
Professional Services
Tech, IT and Software

Working with

  • Sole Trader / Freelancers / Self-Employed
  • Microbusiness (up to 10 Employees)
  • Medium-sized business (up to 50 employees)

Not sure what you’re looking for?

Let us match you with a legal advisor

Get matched

A blonde haired woman smiling at the camera in a white shirt
Suzanne Harley-Davies
Freelance Legal Services Ltd

Getting over the hurdle of starting a new business and the challenges that follow requires a vast am...

£235.00

Sold By: Suzanne Harley-Davies
Name(Required)

28 years experience across

Financial Services
Professional Services
Tech, IT and Software

Working with

  • Sole Trader / Freelancers / Self-Employed
  • Microbusiness (up to 10 Employees)
  • Medium-sized business (up to 50 employees)

Not sure what you’re looking for?  Let us match you with a legal advisor