Equity & Stock Options

This Phantom Equity Agreement grants an employee or consultant a cash bonus tied to the company's valuation, without actual equity ownership. It is used to incentivize key personnel.

This Co-Ownership Agreement template is used when two or more parties wish to jointly own a business or asset, outlining their respective rights, responsibilities, and obligations. It helps establish a clear framework for decision-making, profit/loss distribution, and dispute resolution.

This Trade Agreement template is for use between two parties engaging in business transactions involving the sale and purchase of goods or services. It outlines the terms, conditions, and responsibilities of each party to ensure a clear and legally binding understanding.

This Voting Trust Agreement establishes a trust to hold and vote shares of a company, typically used to consolidate voting power among a group of shareholders. It is suitable for businesses seeking to maintain control or achieve specific corporate objectives.

This Joint Development Agreement Standard template outlines the terms and conditions for two or more parties collaborating on a specific project or product development, suitable for Southern African businesses.

This Rollover Agreement facilitates the deferral of capital gains tax on the disposal of shares in a company by exchanging them for shares in a new acquiring company. It is suitable for business owners looking to restructure their equity holdings during an acquisition or merger while benefiting from tax deferral.

This template is a comprehensive Consulting Agreement tailored for situations where a consultant\

This Information Memorandum template is used to provide potential investors with detailed information about a company, its operations, financial performance, and future prospects. It is typically used during fundraising rounds to attract investment.

This Collaboration Agreement outlines the terms and conditions under which two or more parties will work together on a specific project or business venture. It is used to formalize partnerships, define roles, responsibilities, and protect the interests of all collaborators.

This Proxy Agreement template is used when a shareholder (the "Principal") wishes to appoint another person (the "Proxy") to attend and vote on their behalf at a company meeting, ensuring their interests are represented even in their absence. This agreement grants specific powers to the proxy for a defined period or meeting.

This template is used by a tenant to formally exercise their option to renew a lease agreement, ensuring continuity of occupancy under renewed terms.

This Multimedia Development and License Agreement outlines the terms and conditions under which a developer creates and licenses multimedia content to a client. It is suitable for projects involving custom content creation and specific usage rights.

This LLC Buyout Agreement template outlines the terms and conditions for one member to buy out the interest of another member in a Limited Liability Company, ensuring a smooth and legally sound transition of ownership.

This template is a comprehensive worldwide license agreement, suitable for granting intellectual property rights or specific permissions across various jurisdictions. It is designed for businesses needing to formalize licensing arrangements with global reach.

This template is a formal agreement granting a licensee the right to use a trademark owned by a licensor, specifically in the context of software. It defines the terms and conditions under which the trademark can be used.

This Rollover Agreement is used when an existing shareholder or option holder agrees to exchange their equity or options in a target company for equity in an acquiring company during a merger or acquisition. It outlines the terms and conditions of the exchange, ensuring continuity of investment.

This Teaming Agreement template is for two or more companies or individuals who want to collaborate on a specific project or bid, outlining their roles, responsibilities, and how they will share profits and losses. It is suitable for joint ventures, consortiums, or strategic alliances in a business development context.

This document facilitates the formal assignment of intellectual property rights from one party to another, typically used in scenarios like employee intellectual property transfers to a company or acquisition of IP assets. It ensures clear legal transfer and ownership.

This Private Placement Memorandum (PPM) template is used by companies to raise capital from a limited number of investors. It provides potential investors with detailed information about the company, the offering, and associated risks.

This template outlines the terms and conditions under which software is licensed for demonstration purposes. It is suitable for companies providing a trial version of their software to potential clients.

This Offering Memorandum is for a Limited Partnership seeking to raise capital from investors. It outlines the terms of the offering, the business of the partnership, risk factors, and investment procedures.

This template is a board resolution form for a company to officially approve the subdivision of its issued shares. It should be used when a company decides to increase the number of shares while decreasing their nominal value, typically to improve liquidity or make shares more accessible.

This worksheet guides startups through validating a business idea by structuring market research, competitive analysis, and customer feedback. Use it before significant investment in product development.

This template provides a formal record of the initial meeting of the incorporators of a new company, documenting key decisions made during the company setup process. It is essential for legal compliance and establishing the foundational structure of the business.

This Equity Accumulation Plan template outlines the terms and conditions under which employees can acquire equity in the company, fostering long-term commitment and shared success. It is suitable for startups and established businesses looking to incentivize employees with ownership.

Plan for an employee secondary tender offer with eligibility, pricing, and disclosures.

Board-approved equity incentive plan covering options, RSUs, and SARs.

Plain-language equity award communication explaining grant economics and vesting.

This Phantom Stock Plan template outlines a deferred compensation scheme where employees receive bonuses tied to the company's stock value without owning actual shares. It is used to incentivize key employees and align their interests with the company's performance.

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