The Standard Investment Agreement is a fundamental document used in Canadian business transactions when an investor (either individual or institutional) seeks to make a capital investment in a company in exchange for shares or other securities. This agreement is essential for both early-stage investments and later-stage funding rounds, providing a legally binding framework that protects all parties' interests while ensuring compliance with Canadian securities regulations and corporate law. The document typically addresses key aspects such as investment terms, shareholder rights, governance provisions, and exit mechanisms, while incorporating specific requirements under Canadian federal and provincial legislation. It's particularly important for maintaining clarity in investment relationships and establishing proper corporate governance structures that align with Canadian regulatory requirements.
Your data doesn't train Genie's AI
You keep IP ownership of your information
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
OR
Let Ƶ's market-leading legal AI identify missing terms, unusual language, compliance issues and more - in just seconds.
1. Parties: Identification of the parties to the agreement, including the company, investor(s), and any guarantors
2. Background: Context of the investment, including company overview and purpose of the investment
3. Definitions: Definitions of key terms used throughout the agreement
4. Investment Terms: Details of the investment amount, type of securities being issued, and price per security
5. Closing Conditions: Conditions precedent to the completion of the investment
6. Representations and Warranties: Statements of fact by both the company and the investor
7. Covenants: Ongoing obligations of the parties post-investment
8. Information Rights: Investor's rights to receive financial and other company information
9. Share Rights: Rights attached to the shares being issued, including voting and dividend rights
10. Transfer Restrictions: Limitations on the transfer of securities
11. Confidentiality: Obligations regarding confidential information
12. Termination: Circumstances under which the agreement can be terminated
13. General Provisions: Standard legal provisions including governing law, notices, and amendments
1. Pre-emptive Rights: Right of existing investors to participate in future financing rounds
2. Tag-Along Rights: Right of minority investors 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: Protection for investors against future down-rounds
5. Board Composition: Rights regarding the appointment of directors and board structure
6. Registration Rights: Rights related to future public offerings
7. Non-Competition: Restrictions on competitive activities
8. Management Rights: Special rights for investors to participate in management
9. Exit Rights: Provisions regarding future sale or IPO of the company
1. Schedule A - Capitalization Table: Current and post-investment share ownership structure
2. Schedule B - Disclosure Schedule: Exceptions to representations and warranties
3. Schedule C - Shareholders' Rights: Detailed description of shareholder rights and restrictions
4. Schedule D - Form of Share Certificate: Template for share certificates to be issued
5. Schedule E - Financial Statements: Recent financial statements of the company
6. Schedule F - Business Plan: Company's current business plan and projections
7. Schedule G - Key Employee Agreements: Forms of employment agreements for key personnel
8. Appendix 1 - Subscription Form: Form for subscribing to the investment
9. Appendix 2 - Accredited Investor Certificate: Certification of investor status under securities laws
Authors
Relevant legal definitions
Clauses
Relevant Industries
Technology
Financial Services
Manufacturing
Real Estate
Healthcare
Energy
Mining
Agriculture
Consumer Goods
Professional Services
Media and Entertainment
Clean Technology
Biotechnology
Infrastructure
Telecommunications
Relevant Teams
Legal
Finance
Executive Leadership
Corporate Development
Investment
Compliance
Corporate Governance
Due Diligence
Portfolio Management
Risk Management
Relevant Roles
Chief Executive Officer
Chief Financial Officer
Chief Legal Officer
Investment Manager
Corporate Lawyer
Investment Director
Board Member
Corporate Secretary
Finance Director
Compliance Officer
Managing Partner
Investment Analyst
General Counsel
Private Equity Manager
Venture Capital Associate
Portfolio Manager
Due Diligence Officer
Find the exact document you need
LLC Operating Agreement For Real Estate Investors
A Canadian-law governed operating agreement establishing the structure and management framework for a real estate investment LLC.
find out more
Standard Investment Agreement
A Canadian-law governed agreement establishing terms and conditions for company investment, including share issuance, investor rights, and regulatory compliance requirements.
find out more
Security Backed Investment Contract
A Canadian-law governed agreement establishing terms for a security-backed investment, including security arrangements and regulatory compliance requirements.
find out more
Operating Agreement For Rental Property LLC
A Canadian corporate governance agreement for rental property operations, structuring ownership and management of rental properties while complying with Canadian corporate law.
find out more
Hedge Fund Partnership Agreement
A Canadian-law governed agreement establishing a hedge fund limited partnership, defining relationships between general partner and investors, plus operational and regulatory requirements.
find out more
Bank Investment Contract
A Canadian-law governed agreement between a financial institution and investor(s) establishing terms for bank investment products, including returns, risks, and regulatory compliance requirements.
find out more
Short Term Investment Contract
A Canadian-law governed Short Term Investment Contract establishing terms and conditions for temporary investment arrangements, compliant with federal and provincial securities regulations.
find out more
Shareholders Agreement And Share Subscription Agreement
A Canadian-law governed agreement combining share subscription terms with ongoing shareholder rights and obligations.
find out more
Purchase Of Shares Agreement
A Canadian law-governed agreement documenting the terms and conditions for the purchase and sale of shares in a company, including all essential transaction terms and regulatory requirements.
find out more
Memorandum Of Agreement For Investment
A Canadian legal document outlining investment terms and conditions between investors and a company, governed by federal and provincial securities laws.
find out more
Deed Of Sale Of Shares Of Stock
A Canadian law-governed deed that documents and executes the legal transfer of shares from seller to buyer, ensuring compliance with federal and provincial requirements.
find out more
Capital Investment Agreement
A Canadian-law governed agreement outlining terms and conditions for capital investment in a business entity, including investment structure, rights, and obligations of all parties.
find out more
Share Allotment Agreement
A Canadian-law governed agreement documenting the terms and conditions for issuing new shares in a corporation to subscribers.
find out more
Return On Investment Contract
A Canadian-law governed agreement establishing terms for investment capital provision and return arrangements, including payment structures and risk allocation.
find out more
Private Placement Agent Agreement
A Canadian-law agreement appointing an agent to facilitate private placement of securities, detailing terms, compensation, and regulatory compliance requirements.
find out more
Preference Share Subscription Agreement
A Canadian law-governed agreement for the subscription of preference shares, detailing share rights, subscription terms, and investor protections.
find out more
Non Discretionary Investment Advisory Agreement
Canadian-law governed agreement for non-discretionary investment advisory services, establishing advisor-client relationship while maintaining client control over investment decisions.
find out more
Loss Share Agreement
A Canadian-law governed agreement establishing how parties share potential losses on specified assets, typically used in financial institution transactions and regulated by federal and provincial legislation.
find out more
Investment Mandate Agreement
A Canadian-law governed agreement establishing terms for discretionary investment management services, including investment objectives, strategies, and regulatory compliance requirements.
find out more
Investment Agreement Between Two Individuals
A legally binding Canadian agreement establishing terms and conditions for private investment between two individuals, compliant with federal and provincial laws.
find out more
Discretionary Investment Advisory Agreement
A Canadian-compliant agreement governing discretionary investment management services between a registered investment adviser and their client.
find out more
Agreement For Transfer Of Shares
A Canadian law-governed agreement documenting the terms and conditions for transferring ownership of shares from a seller to a purchaser.
find out more
Agreement For Sale Of Shares
A Canadian-law governed agreement detailing the terms and conditions for the sale and purchase of company shares, including price, warranties, and completion requirements.
find out more
Hedge Fund Limited Partnership Agreement
Canadian-law governed agreement establishing a hedge fund limited partnership, defining partner relationships, investment terms, and operational framework.
find out more
Hedge Fund Subscription Agreement
A Canadian-law governed agreement for investing in a hedge fund, detailing subscription terms and regulatory compliance requirements.
find out more
Real Estate Holding Company Operating Agreement
Canadian operating agreement establishing governance and operational framework for a real estate holding company, compliant with federal and provincial corporate laws.
find out more
LLC Share Purchase Agreement
A Canadian-law governed agreement for the purchase and sale of shares in a Limited Liability Corporation, including transaction terms, warranties, and closing conditions.
find out more
Capital Raising Mandate Agreement
A Canadian-law governed agreement between a financial advisor and client company establishing terms for capital raising services and associated fees.
find out more
Share Investment Agreement
A Canadian-law governed agreement detailing the terms and conditions for share investment in a company, including investment amount, share details, and investor rights.
find out more
Wholesale Real Estate Purchase Agreement
A Canadian-law governed agreement for purchasing real estate with assignment rights for wholesale purposes, outlining terms, conditions, and compliance requirements for all parties.
find out more
Placement Agent Agreement Private Equity Fund
Canadian-law governed agreement setting out terms for a placement agent's marketing and distribution of private equity fund interests, including regulatory compliance and compensation terms.
find out more
Founders Stock Agreement
A Canadian-law governed agreement establishing rights and obligations between founding shareholders, including share allocation, vesting, and transfer provisions.
find out more
Short Term Investment Agreement
A Canadian-law governed agreement establishing terms for short-term investment activities, including investment parameters, obligations, and regulatory compliance requirements.
find out more
Revenue Sharing Investment Agreement
A Canadian-law agreement establishing terms for investment in exchange for future revenue sharing, including investment terms, revenue calculations, and compliance requirements.
find out more
Mezzanine Loan Term Sheet
A term sheet outlining the key terms and conditions for a mezzanine financing arrangement under Canadian law, including debt terms, security arrangements, and potential equity components.
find out more
Artist Investment Agreement
A Canadian-law governed agreement establishing terms for investment in an artist's work and career in exchange for revenue sharing rights.
find out more
Short Form Stock Purchase Agreement
A concise Canadian legal agreement for the purchase and sale of corporate shares, suitable for straightforward share transfer transactions.
find out more
Private Equity Purchase Agreement
A Canadian law-governed agreement documenting the terms and conditions of a private equity acquisition, including purchase terms, warranties, and regulatory compliance requirements.
find out more
Equity Share Agreement Startup
Canadian-law governed agreement establishing equity ownership terms and shareholder rights in a startup company.
find out more
Finder's Fee Agreement For Investment Capital
A Canadian-law governed agreement establishing terms for finder's services in raising investment capital, including compensation and regulatory compliance requirements.
find out more
ұԾ’s Security Promise
Genie is the safest place to draft. Here’s how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; ұԾ’s 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)