The Financial Investment Agreement serves as the primary document governing investment relationships in the United States. It is essential when any party seeks to make or receive a significant investment, whether in the form of equity, debt, or hybrid securities. The agreement must comply with federal securities laws, including the Securities Act of 1933 and the Securities Exchange Act of 1934, as well as applicable state regulations. It typically includes comprehensive details about investment structure, investor rights, company obligations, and exit provisions, while incorporating necessary regulatory disclosures and protections for all parties involved.
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1. Parties: Identification and details of all parties to the agreement
2. Background: Context and purpose of the investment agreement
3. Definitions: Key terms used throughout the agreement
4. Investment Terms: Amount, type, and structure of the investment
5. Representations and Warranties: Statements of fact and assurances from all parties
6. Conditions Precedent: Conditions that must be met before investment completion
7. Covenants: Ongoing obligations of the parties
8. Exit Provisions: Terms governing investment exit and liquidity events
1. Board Rights: Governance rights of investors - used for investments involving significant ownership stakes
2. Anti-dilution Protection: Provisions protecting against ownership dilution - used for equity investments
3. Tag-Along Rights: Right to join in sale of shares - used for minority investor protection
1. Capitalization Table: Current and post-investment ownership structure
2. Investment Instruments: Details of securities or instruments being issued
3. Financial Statements: Recent financial information of the investment target
4. Due Diligence Checklist: List of required due diligence items
5. Disclosure Schedule: Exceptions to representations and warranties
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