The Equity Financing Agreement is a crucial document used when a company seeks to raise capital by issuing shares to investors in Canada. It is particularly relevant for private companies conducting financing rounds, from seed stage to later-stage investments. The agreement must comply with Canadian federal and provincial securities laws, including National Instrument 45-106 regarding prospectus exemptions. It contains essential provisions about share subscription, purchase price, representations and warranties, and investor rights. The document is typically used in conjunction with other transaction documents such as shareholders' agreements and disclosure schedules, forming a complete investment package that protects all parties' interests while ensuring regulatory compliance.
Your data doesn't train Genie's AI
You keep IP ownership聽of your information
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
OR
Let tiktok成人版's market-leading legal AI identify missing terms, unusual language, compliance issues and more - in just seconds.
1. Parties: Identification of the company issuing equity and the investor(s)
2. Background: Context of the investment, including company status and purpose of the equity financing
3. Definitions: Key terms used throughout the agreement
4. Subscription for Shares: Details of the equity being issued, including class, number of shares, and price per share
5. Purchase Price and Closing: Payment terms, closing conditions, and closing mechanics
6. Representations and Warranties of the Company: Company's statements about its legal status, financial condition, and business
7. Representations and Warranties of the Investor: Investor's statements about their capacity and authority to invest
8. Covenants: Ongoing obligations of the parties post-closing
9. Rights of Investors: Special rights granted to investors, such as board representation or information rights
10. Transfer Restrictions: Limitations on the transfer of shares
11. Termination: Circumstances under which the agreement can be terminated
12. General Provisions: Standard legal provisions including notices, amendments, governing law, etc.
1. Pre-emptive Rights: Rights of existing shareholders to maintain their ownership percentage in future offerings
2. Tag-Along Rights: Right of minority shareholders to join in the sale of shares by majority shareholders
3. Drag-Along Rights: Right of majority shareholders to force minority shareholders to join in a sale
4. Anti-dilution Protection: Provisions protecting investors from dilution in future down rounds
5. Registration Rights: Rights related to future public offerings (more common in agreements governed by US law)
6. Dividend Rights: Special provisions regarding payment of dividends
7. Conversion Rights: Terms for converting preferred shares to common shares, if applicable
1. Disclosure Schedule: Exceptions to company representations and warranties
2. Capitalization Table: Details of company's share capital structure pre and post-investment
3. Form of Shareholders' Agreement: Agreement governing relationship between shareholders post-investment
4. Corporate Resolutions: Board and shareholder resolutions approving the transaction
5. Investor Rights Agreement: Detailed terms of special rights granted to investors
6. Articles of Amendment: If new share classes are being created
7. Legal Opinion: Form of legal opinion to be delivered at closing
8. Compliance Certificate: Certificate confirming accuracy of representations at closing
Relevant legal definitions
Clauses
Relevant Industries
Technology
Life Sciences
Clean Technology
Financial Services
Manufacturing
Real Estate
Consumer Goods
Healthcare
Energy
Mining
Agriculture
Media and Entertainment
Software
E-commerce
Telecommunications
Relevant Teams
Legal
Finance
Corporate Development
Compliance
Executive Leadership
Investment
Board of Directors
Corporate Secretariat
Risk Management
Treasury
Relevant Roles
Chief Executive Officer
Chief Financial Officer
General Counsel
Corporate Secretary
Investment Manager
Private Equity Manager
Venture Capital Partner
Corporate Lawyer
Investment Banker
Business Development Director
Finance Director
Compliance Officer
Board Member
Managing Director
Fund Manager
Find the exact document you need
Commercial Loan Contract
Canadian-law governed agreement establishing terms and conditions for a commercial loan between a financial institution and business entity.
find out more
Soft Loan Agreement
A Canadian-law governed agreement for establishing terms of a loan with flexible or favorable conditions, typically featuring below-market rates or lenient repayment terms.
find out more
Cash Loan Simple Loan Agreement
A Canadian-compliant agreement documenting the terms and conditions of a straightforward cash loan between a lender and borrower, including principal, interest, and repayment terms.
find out more
Interest Loan Agreement
Canadian-law governed agreement establishing terms for an interest-bearing loan, including principal, interest calculations, and repayment conditions.
find out more
Intercreditor Deed
A Canadian law agreement establishing priorities and relationships between multiple creditors in a secured financing structure, governing payment rights, security interests, and enforcement procedures.
find out more
Co Financing Agreement
A Canadian-law governed agreement establishing terms for multiple lenders to jointly provide financing to a borrower, including inter-creditor arrangements and regulatory compliance requirements.
find out more
Simple Business Loan Agreement
A Canadian-law governed agreement establishing terms and conditions for a business loan, including amount, interest, repayment schedule, and security arrangements.
find out more
Royalty Financing Agreement
Canadian-law governed agreement establishing terms for funding in exchange for ongoing royalty payments, typically based on company revenue or profits.
find out more
Overfacility Agreement
A Canadian-law governed agreement establishing terms for additional credit facilities beyond existing lending arrangements, compliant with federal and provincial banking regulations.
find out more
Seller Financing Business Contract
A Canadian law-governed contract for business sale with seller-provided financing, incorporating security interests and payment terms under federal and provincial legislation.
find out more
Mortgage Loan Assumption Agreement
A Canadian legal document that enables the transfer of mortgage obligations from an existing borrower to a new party, subject to lender approval and compliance with federal and provincial regulations.
find out more
Co Borrower Loan Agreement
A Canadian legal agreement establishing terms and conditions for multiple borrowers to jointly obtain and repay a loan, with joint and several liability provisions.
find out more
Car Installment Contract
A Canadian-law governed agreement for the purchase of a vehicle through structured installment payments, establishing financing terms and security interests between buyer and seller/lender.
find out more
Vehicle Payment Plan Agreement
A Canadian-compliant financing agreement that establishes terms and conditions for vehicle purchase payments, including security interests and consumer protections under federal and provincial law.
find out more
Undertaking Loan Agreement
Canadian-law governed loan agreement with undertaking provisions, establishing terms for lending, borrower obligations, and compliance requirements.
find out more
Trade Finance Facility Agreement
Canadian-law governed agreement establishing terms for trade finance facilities between lenders and borrowers, including security arrangements and regulatory compliance requirements.
find out more
Trade Finance Agreement
Canadian-law governed agreement establishing trade finance facilities between a financial institution and commercial entity, including terms for various trade finance products and compliance requirements.
find out more
Simple Equipment Lease
A Canadian law-governed agreement establishing terms and conditions for equipment leasing between a lessor and lessee, including payment, maintenance, and liability provisions.
find out more
Simple Owner Finance Contract
A Canadian legal agreement where the property seller directly finances the buyer's purchase, combining property sale and financing terms under Canadian federal and provincial laws.
find out more
Separation Financial Agreement
A legally binding Canadian agreement detailing the complete financial arrangements between separating spouses, including asset division and ongoing obligations.
find out more
Real Estate Loan Agreement
A Canadian-law governed agreement establishing terms for real estate-secured financing, including loan conditions, security arrangements, and party obligations.
find out more
Personal Mortgage Loan Agreement
Canadian-law governed agreement between a financial institution and borrower establishing terms and security for a personal mortgage loan.
find out more
Official Loan Agreement
A legally binding loan agreement compliant with Canadian federal and provincial laws, establishing terms and conditions for formal lending arrangements.
find out more
Master Loan Agreement
A Canadian-law governed agreement establishing the framework for multiple potential loans between a lender and borrower, setting out core terms and conditions for lending facilities.
find out more
Margin Loan Agreement
A Canadian-law governed agreement establishing terms for margin lending facilities, including collateral requirements, maintenance obligations, and regulatory compliance measures.
find out more
Loan Swap Agreement
A Canadian law-governed agreement establishing terms for loan-related swap transactions between parties, including payment obligations and regulatory compliance requirements.
find out more
Loan Note Agreement
A Canadian-law governed agreement establishing loan terms between lender and borrower, including amount, interest, repayment schedule, and security arrangements.
find out more
Loan Agreement Between Spouses
A Canadian legal agreement documenting a loan between spouses, setting out loan terms and conditions while complying with federal and provincial family law and tax requirements.
find out more
Financing Contract Agreement
A Canadian-law governed agreement establishing the terms and conditions of a financing arrangement, including loan details, security provisions, and party obligations.
find out more
Financial Agreement Between Two Parties
Canadian-law financial agreement template establishing terms and conditions for financial arrangements between two parties, incorporating federal and provincial compliance requirements.
find out more
Equipment Lease Purchase Option
A Canadian-law governed agreement establishing terms for equipment lease with a purchase option, including payment terms, maintenance requirements, and purchase option conditions.
find out more
Equipment Lease Purchase Agreement
A Canadian-law governed agreement combining equipment lease terms with a purchase option, establishing rights and obligations for both lessor and lessee.
find out more
Car Loan Agreement Between Individuals
A Canadian-law governed agreement establishing terms and security for a private car loan between individuals, including loan details and vehicle security provisions.
find out more
Business Loan Contract
A Canadian-law governed agreement establishing terms and conditions for a business loan between a lender and business borrower.
find out more
Auto Finance Contract
A Canadian-compliant contract governing vehicle financing terms between a lender and borrower, subject to federal and provincial banking and consumer protection laws.
find out more
Partnership Deed For Finance Business
A Canadian-law governed partnership agreement for establishing and operating a financial services business, incorporating relevant regulatory requirements and operational frameworks.
find out more
Owner Financing Business Contract
A Canadian legal agreement for business sales with owner financing, establishing sale terms, financing conditions, and security arrangements under federal and provincial law.
find out more
Rehabilitation Loan Agreement
A Canadian legal agreement governing the terms of a loan provided for property rehabilitation, including financing terms, construction requirements, and regulatory compliance.
find out more
Bill Of Sale Finance Agreement
A Canadian law-governed agreement combining asset sale terms with financing arrangements, securing the finance provider's interest until full payment is received.
find out more
Mortgage Loan Purchase And Sale Agreement
A Canadian-law governed agreement for the purchase and sale of mortgage loans between financial institutions, establishing terms for loan transfer and related obligations.
find out more
骋别苍颈别鈥檚 Security Promise
Genie is the safest place to draft. Here鈥檚 how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; 骋别苍颈别鈥檚 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)