Equity & Stock Options

This template is a legally binding agreement for the lending and borrowing of securities (stocks) between two parties for a specified period, often used to facilitate short selling or cover failed trades. It outlines terms, conditions, and collateral requirements.

This template is an Affidavit of Lost, Stolen or Destroyed Stock Certificate, to be used when a shareholder needs to formally declare that a stock certificate has been lost, stolen, or destroyed, and request a replacement.

This Share Subscription Agreement Venture Capital template is for use when a venture capital firm invests in a company by subscribing for new shares. It outlines the terms and conditions of the investment, including the number and class of shares, the subscription price, and the closing date.

This Assumption Agreement template is used when one party agrees to take on the obligations or liabilities of another party, often in the context of mergers, acquisitions, or transfers of contracts. It formalizes the transfer of responsibility for specific duties or debts.

This template is used when the incorporators of a company wish to waive the formal notice period required for a meeting, allowing them to convene and conduct business promptly. It is ideal for situations where all incorporators agree to meet without delay.

This checklist assists small and medium enterprises (SMEs) in Southern Africa to draft comprehensive software development contracts, covering key legal and operational aspects to protect both parties.

This Convertible Note Agreement facilitates early-stage funding for a startup, allowing investors to provide capital in exchange for a future equity stake, typically upon a subsequent financing round. It is suitable for businesses seeking initial investment without immediately determining a valuation.

This template is a Licensee-Oriented Software License Agreement designed for use when licensing software to a third party. It prioritizes the rights and interests of the licensee, ensuring clear terms for software usage, intellectual property, and limitations of liability.

This template is a fully paid-up, royalty-free source code license agreement suitable for use when transferring ownership and rights to source code.

This template provides a short-form license agreement for the use of source code, suitable for quick and straightforward code licensing scenarios.

This template is used for assigning all rights, title, and interest in computer software from an Assignor to an Assignee. It is ideal for transactions where software ownership is being fully transferred.

This Shareholder Nominee Agreement is used when a nominee shareholder holds shares on behalf of the beneficial owner, outlining the terms and conditions of such an arrangement. It ensures the beneficial owner retains all rights and responsibilities associated with the shares.

This template is an agreement between an investor and a Limited Liability Company (LLC) outlining the terms and conditions of an investment. It is used when an investor seeks to acquire an equity stake in an LLC.

This template is used when a new shareholder joins a company and needs to adhere to an existing Unanimous Shareholder Agreement (USA). It ensures the new shareholder is bound by the terms and conditions previously agreed upon by other shareholders.

This Phantom Stock Agreement grants an employee hypothetical stock units that mirror the value of actual company shares, providing a cash bonus tied to the company's equity performance without granting actual ownership. It is used to incentivize key employees.

This Vesting Agreement outlines the terms under which equity shares or options granted to an employee or consultant will vest over time, ensuring alignment with performance and tenure. It is used to formalize the vesting schedule and conditions for founders, employees, or advisors receiving equity.

This Shareholders Agreement template is for use by private companies in Southern Africa to regulate the relationship between shareholders, to protect their investment, and to govern the operation of the company. It outlines voting rights, share transfer restrictions, and dispute resolution mechanisms.

This template is a Rollover Agreement used when an employee or founder wishes to convert their existing shares or equity in a company into shares of a new entity, often in the context of an acquisition, merger, or restructuring. It includes an election clause allowing for different treatment of shares.

This OEM Agreement template is for businesses establishing a relationship with an Original Equipment Manufacturer for the production of goods. It outlines the terms and conditions for manufacturing, supply, intellectual property, and quality control.

This Agreement to Assign facilitates the transfer of ownership of intellectual property or other assets from one party to another, outlining the terms and conditions of such an assignment. It is used when an entity or individual wishes to legally transfer their rights, title, and interest in an asset.

This Advisory Board Agreement template is used to formalize the relationship between a company and its advisory board members, outlining the terms of their engagement, responsibilities, and compensation. It is to be used when establishing or updating an advisory board.

This template outlines the terms and conditions between a company and an external advisor providing consulting services to its board of directors. It is used when engaging an individual to offer strategic guidance and expertise to the company board, without being an employee or executive.

This template outlines an agreement between a developer and a publisher for the creation, distribution, and monetization of a software application or digital product. It is suitable for businesses seeking to formalize their partnership in the development and publishing of new products.

This Source Code Trust Agreement template is used when a software developer or vendor places their source code in trust with a third party. It ensures that in certain trigger events, such as the vendor's bankruptcy or failure to support the software, the licensee can access the source code to maintain business continuity.

This LLC Membership Agreement template outlines the terms and conditions governing the ownership and operation of a Limited Liability Company (LLC) among its members. It should be used when forming an LLC or admitting new members to an existing LLC to clearly define rights, responsibilities, and operational procedures.

This Partnership Buyout Agreement template facilitates the formal transfer of ownership interests from an exiting partner to the remaining partners or the partnership itself. It is used when one partner wishes to leave the business.

This template is used to formally accept an offer to extend an existing agreement, typically an option to acquire shares or other assets. It is suitable for scenarios where a beneficiary wishes to exercise the right to prolong an option period.

This template is an Intellectual Property License Agreement, used when one party grants another party the right to use their intellectual property under specified terms and conditions. It is suitable for businesses licensing patents, trademarks, copyrights, or trade secrets.

This template outlines the terms and conditions for a member withdrawing from a Limited Liability Company (LLC). It should be used when an LLC member wishes to voluntarily leave the company, ensuring a clear and legally sound separation.

This template is a non-exclusive license agreement for an invention, allowing the licensee to use the invention without restricting the licensor from granting other licenses. It is suitable for agreements between inventors and businesses in a Southern African context.