Equity & Stock Options

This template provides a board resolution for a sole director company to approve a sale agreement. It is used when a single director needs to formally document the approval of a significant sale transaction.

Template from the Specialized & Advanced catalogue. Edit to customise.

This Patent Assignment Agreement legally transfers ownership of a patent or patent application from one party (Assignor) to another (Assignee). It should be used when an inventor or organization sells or transfers their patent rights.

This Trademark License Agreement grants a licensee the right to use a licensor's trademark for specific purposes and duration. It is crucial for protecting brand identity and ensuring proper usage.

Phantom equity plan with cash-settled awards and vesting/payout triggers.

This template is a formal notice from a tenant to a landlord exercising their option to renew or extend a lease agreement, typically under pre-defined terms in the original lease.

This Pooling Agreement template is used by shareholders to agree on matters pertaining to their shares in a company, often in the context of a new funding round or strategic changes. It ensures coordinated action and voting among a group of shareholders.

This Share Transfer Form facilitates the legal transfer of shares from a seller (transferor) to a buyer (transferee) in a private company. It should be used when there is a change in share ownership.

This agreement grants a party the right of first opportunity to engage in commercialization activities related to a specific technology or business venture before it is offered to other parties. It is used when one party wants to give a preferential commercialization right to another.

Founder stock restriction agreement with four-year vesting and one-year cliff.

This template outlines a comprehensive business partnership agreement for custom software development projects, suitable for two or more parties entering into a collaborative venture.

Section 83(b) election form with IRS filing instructions and certified mail template.

This Invention Agreement establishes the terms under which an employee assigns intellectual property rights for inventions created during their employment to the company. It is used to protect the company's interests in innovations developed by its employees.

This Amalgamation Agreement outlines the terms and conditions for combining two or more companies into a single new entity. It is used when businesses wish to merge their operations, assets, and liabilities.

This template outlines the terms and conditions for an Employee Share Purchase Plan (ESPP), allowing eligible employees to purchase company shares. It is used to incentivise employees by offering them ownership in the company.

This Agreement of Transfer facilitates the legal transfer of ownership of shares or equity from one party to another, typically used in funding rounds or changes in company ownership.

This template is a formal agreement used when a member withdraws from a Limited Liability Company (LLC), outlining the terms and conditions of their departure, including the buy-out of their ownership interest. It should be used to clearly define the separation process and protect the interests of both the departing member and the LLC.

This document is a comprehensive agreement for the exchange of shares between two parties, typically used in mergers, acquisitions, or restructuring where equity is swapped instead of cash. It outlines the terms, conditions, and representations for such an exchange.

This Share Donation Agreement template is used when an individual or entity wishes to donate shares to another party, typically for philanthropic purposes or as a gift, without any expectation of return or consideration.

This Non-Profit Partnership Agreement template outlines the terms and conditions between two or more non-profit organizations collaborating on a project or initiative. It is used to formalize partnerships, define roles, responsibilities, and resource allocation.

This document provides a template for drafting a Distribution Agreement, outlining the terms and conditions between a supplier and a distributor for the sale of goods within a specified territory. It is to be used when establishing a formal distribution relationship.

This template outlines an agreement between a Principal and an Agent for the sale of goods or services, including vital clauses for trademark protection. It is suitable for businesses expanding their sales reach through third-party agents while safeguarding their brand.

This Digital Marketing Plan template outlines the strategies and tactics a business will employ to achieve its marketing objectives online, suitable for Southern African SMEs seeking to grow their digital presence.

This Marketing Agreement template is for a business (Client) hiring another party (Marketer) to provide marketing services. It outlines the scope of work, payment terms, intellectual property, and confidentiality, suitable for various marketing initiatives.

Template from the Specialized & Advanced catalogue. Edit to customise.

This Private Placement Agreement template is for South African SMEs seeking to raise capital through the private issuance of equity or debt securities to a limited number of investors.

This agreement outlines the terms and conditions under which an investor subscribes for shares in a company. It is used when a company issues new shares to raise capital.

This Co-Founder Agreement template outlines the terms and conditions governing the relationship between co-founders of a new venture. It defines roles, responsibilities, equity distribution, intellectual property, and decision-making processes.

This template is a Simple Agreement for Future Equity (SAFE) designed for early-stage companies in Southern Africa to raise capital without issuing equity upfront. It allows investors to provide funding in exchange for future equity, typically at a discount or valuation cap, upon a subsequent equity financing round.

A comprehensive checklist to assess an SME's readiness for equity funding, covering legal, financial, and operational aspects.