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Co Investment Agreement

Co Investment Agreement Template for New Zealand

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Key Requirements PROMPT example:

Co Investment Agreement

"Need a Co-Investment Agreement for a venture capital investment in a New Zealand tech startup, where three international investors will collectively invest NZD 5 million with tag-along and drag-along rights, targeted for completion by March 2025."

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Document background
The Co-Investment Agreement is essential for structuring joint investment arrangements in New Zealand, typically used when multiple investors seek to pool their resources and expertise for a common investment objective. This document is crucial in private equity, venture capital, and other investment scenarios where alignment between investors is paramount. It addresses key aspects such as investment terms, governance rights, capital contributions, distribution waterfall, and exit mechanisms, all while ensuring compliance with New Zealand's regulatory framework, including the Financial Markets Conduct Act 2013 and other relevant legislation. The agreement is particularly important for establishing clear protocols for decision-making, protecting minority investor rights, and managing potential conflicts of interest between co-investors.
Suggested Sections

1. Parties: Identification of all co-investors and other relevant parties to the agreement

2. Background: Context of the co-investment arrangement, including purpose and objectives

3. Definitions and Interpretation: Key terms used throughout the agreement and rules for interpretation

4. Investment Structure: Details of the investment vehicle, ownership structure, and initial capital contributions

5. Investment Terms: Key terms including investment amount, timing, and conditions precedent

6. Governance and Management: Decision-making processes, voting rights, and management structure

7. Rights and Obligations: Specific rights and obligations of each co-investor

8. Capital Calls and Funding: Process for additional capital contributions and consequences of default

9. Distribution Policy: Rules governing the distribution of profits, losses, and other returns

10. Transfer Restrictions: Limitations on transfer of interests and required procedures

11. Exit Mechanisms: Provisions for exit including tag-along, drag-along rights, and IPO scenarios

12. Confidentiality: Protection of confidential information and trade secrets

13. Representations and Warranties: Standard declarations by all parties regarding their capacity and authority

14. Term and Termination: Duration of the agreement and circumstances for termination

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

Optional Sections

1. Co-Sale Rights: Include when certain investors should have the right to join in sales by other investors

2. Pre-emptive Rights: Include when existing investors should have first right to purchase new securities

3. Anti-Dilution Protection: Include when protecting certain investors from dilution in down rounds

4. Strategic Decision Requirements: Include when certain decisions require special majority or unanimous consent

5. Key Person Provisions: Include when success depends on specific individuals remaining involved

6. Investment Committee: Include when a formal committee structure is needed for investment decisions

7. Co-Investment Opportunities: Include when addressing future co-investment rights or obligations

8. Regulatory Compliance: Include when specific regulatory requirements need detailed attention

Suggested Schedules

1. Schedule 1: Investment Details: Detailed breakdown of investment amounts, ownership percentages, and timing

2. Schedule 2: Business Plan: Initial business plan and investment strategy

3. Schedule 3: Governance Procedures: Detailed procedures for meetings, voting, and decision-making

4. Schedule 4: Warranties: Detailed warranties given by each party

5. Schedule 5: Reserved Matters: List of decisions requiring special approval

6. Schedule 6: Valuation Methodology: Agreed methods for valuing the investment and calculating returns

7. Appendix A: Form of Deed of Adherence: Template for new parties joining the agreement

8. Appendix B: Reporting Requirements: Details of required financial and operational reports

9. Appendix C: Completion Obligations: Checklist of actions required at completion of the investment

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok³ÉÈË°æ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co
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Relevant Industries

Private Equity

Venture Capital

Real Estate

Infrastructure

Technology

Healthcare

Financial Services

Renewable Energy

Agriculture

Manufacturing

Mining and Resources

Professional Services

Media and Entertainment

Relevant Teams

Legal

Investment

Finance

Compliance

Risk Management

Corporate Development

Operations

Due Diligence

Portfolio Management

Strategy

Relevant Roles

Investment Director

Chief Investment Officer

Legal Counsel

Chief Financial Officer

Investment Manager

Portfolio Manager

Fund Manager

Managing Partner

Corporate Lawyer

Investment Analyst

Due Diligence Manager

Risk Manager

Compliance Officer

Director of Operations

Private Equity Associate

Industries








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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