The Advisor Agreement Startup Template is essential for early-stage companies seeking to formalize relationships with experienced advisors. This U.S.-focused agreement is typically used when startups want to bring on industry experts, experienced entrepreneurs, or subject matter specialists in an advisory capacity. It addresses critical aspects such as equity compensation, confidentiality, intellectual property protection, and defines the scope of advisory services. The template is particularly valuable for protecting both parties' interests while ensuring compliance with relevant securities and employment laws.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Your data doesn't train Genie's AI
You keep IP ownership聽of your docs
1. Parties: Identification of the company and advisor
2. Background: Context of the advisory relationship and purpose
3. Definitions: Key terms used throughout the agreement
4. Services: Scope of advisory services to be provided
5. Term and Termination: Duration and termination conditions
6. Compensation: Payment terms and equity arrangements
7. Confidentiality: Protection of company information
8. Intellectual Property: Ownership and assignment of IP created during advisory relationship
9. Representations and Warranties: Standard promises and guarantees by both parties
10. General Provisions: Miscellaneous legal provisions including governing law, notices, and amendments
1. Non-Compete: Restrictions on competing activities, typically used when advisor has access to sensitive competitive information
2. Investment Rights: Rights to participate in future funding rounds, typically included for strategic advisors who may become investors
3. Board Observer Rights: Rights to attend board meetings, typically included for senior advisors deeply involved in strategy
4. Indemnification: Protection for advisor against certain claims and liabilities, often included for high-profile advisors
1. Schedule A - Services Description: Detailed outline of advisory services and responsibilities
2. Schedule B - Compensation Terms: Detailed compensation structure including equity vesting schedule if applicable
3. Schedule C - IP Assignment: Specific terms for intellectual property assignment and protection
4. Schedule D - Confidentiality Terms: Detailed confidentiality obligations and procedures
Find the exact document you need
Government Contract Bid Proposals
A formal response to U.S. government contract solicitations, outlining technical capabilities, pricing, and regulatory compliance.
Download
Holding Company Articles Of Incorporation
A US legal document filed with state authorities to establish a holding company, defining its basic structure and governance.
Download
Sub Advisor Agreement
A U.S.-governed agreement establishing the relationship between a primary investment advisor and sub-advisor for delegated investment management services.
Download
Startup Advisory Board Agreement
A U.S.-governed agreement establishing the relationship between a startup and its advisory board members, including duties, compensation, and obligations.
Download
Senior Advisor Agreement
A U.S.-governed contract establishing terms for senior advisory services, including scope, compensation, and confidentiality provisions.
Download
Investment Consulting Agreement
A U.S.-governed agreement establishing terms for investment consulting services, compliant with federal and state securities laws.
Download
Investment Advisory Agreements
A U.S.-governed agreement establishing the terms and conditions between an investment advisor and client, subject to federal and state securities laws.
Download
Investment Advisor Contract
A U.S.-governed agreement establishing the terms and conditions between an investment advisor and client, compliant with federal securities laws.
Download
Financial Consulting Services Agreement
A U.S.-governed agreement establishing terms for professional financial consulting services, including scope, fees, and regulatory compliance requirements.
Download
Financial Consulting Engagement Letter
A U.S.-compliant document establishing the terms and conditions between a financial consultant and client, outlining services, fees, and responsibilities.
Download
Financial Consulting Agreement
A U.S.-governed agreement defining terms for professional financial advisory services between a consultant and client, compliant with federal and state regulations.
Download
Financial Consultant Contract
A U.S.-governed agreement establishing terms between a financial consultant and client, covering services, compensation, and regulatory compliance.
Download
Financial Advisory Services Agreement Template
A U.S.-compliant agreement establishing the terms and conditions for professional financial advisory services between an advisor and client.
Download
Financial Advisory Services Agreement
A U.S.-governed agreement establishing the terms for professional financial advisory services, compliant with federal and state securities laws.
Download
Financial Advisory Agreement
A U.S.-governed agreement establishing the terms for providing professional financial advisory services, compliant with federal and state securities regulations.
Download
Financial Advisor Contract Template
A U.S.-compliant contract template establishing the terms and conditions between a financial advisor and client, addressing key regulatory requirements and service parameters.
Download
Financial Advisor Confidentiality Agreement
A U.S.-governed agreement protecting confidential information exchanged between financial advisors and their clients.
Download
Financial Advisor Agreement Template
A U.S.-governed agreement establishing the terms and conditions between a financial advisor and client, compliant with SEC and FINRA regulations.
Download
Advisory Services Contract
A U.S.-governed contract establishing terms for professional advisory services between a consultant and client.
Download
Advisory Services Agreement
A U.S.-governed contract establishing terms for professional advisory services between a service provider and client.
Download
Advisor Contract
A U.S.-governed contract establishing terms for professional advisory services, including scope, compensation, and obligations.
Download
Advisor Agreement Startup Template
A U.S.-compliant legal agreement establishing the terms and conditions between a startup and its advisor, including services, compensation, and confidentiality provisions.
Download
Advisor Agreement Form
A U.S. legal document establishing terms and conditions for advisory services, including scope, compensation, and obligations.
Download
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)