Equity & Stock Options

This contract template is for businesses involved in the manufacturing and sale of goods, outlining the terms and conditions between a manufacturer and a buyer. It is suitable for a range of industries where custom goods are produced and delivered.

This Earnout Clauses Agreement template provides a framework for structuring earn-out payments in an acquisition, detailing the terms, conditions, and calculations for future payments based on the acquired company's performance.

This Advertising Agency Agreement template outlines the terms and conditions between a business and an advertising agency for the provision of advertising services. It is suitable for SMEs looking to formally engage an agency for marketing and promotional activities.

This template outlines the terms and conditions between a company seeking investment and an investor providing funds, detailing the equity stake, investment amount, and other pertinent clauses. Use it when formalising an equity investment round.

This License Agreement grants a licensee specific rights to use intellectual property owned by the licensor, outlining the terms, conditions, and scope of such use. It should be used when an individual or entity is given permission to use proprietary materials, software, or creative works.

This Assignment Agreement facilitates the transfer of rights, obligations, or property from one party (the Assignor) to another (the Assignee). It is suitable for various types of assignments, including contracts, intellectual property, or debts, within a Southern African business context.

This Investment Agreement template outlines the terms and conditions under which an investor will make an equity investment into a company. It is suitable for early-stage funding rounds for businesses in a generic Southern African context.

This Content License Agreement grants a licensee the rights to use specific content under defined terms and conditions. It is used when an owner of content (licensor) wishes to permit another party (licensee) to use their content for a specified purpose and period.

This document is a legally binding agreement for the licensing of data between a data owner and a licensee. It is to be used when a business grants another entity the right to use its data under specified terms and conditions.

This Distribution Agreement is for software and multimedia products, outlining the terms and conditions between a licensor and a distributor in a generic Southern African business context. It is used when a company grants another entity the right to distribute its software or multimedia products.

This template is a non-transferable and non-exclusive license agreement, suitable for granting a licensee the right to use intellectual property without permitting them to transfer that right to others or to prevent the licensor from granting licenses to other parties.

This template is used when a licensor transfers or assigns their rights and obligations under a license agreement to a third party assignee. It ensures a clear and legally binding transfer of license ownership.

This Intellectual Property Assignment Agreement is used to transfer ownership of intellectual property rights from one party to another. It's suitable for situations where an individual or entity is assigning their IP to a company or another individual, commonly seen in acquisitions, employment, or contractor relationships.

This template is used to formally confirm the assignment of copyright from one party to another, typically following a contractual agreement. It serves as a notification and record of the transfer of intellectual property rights.

This Executive Summary template provides a concise overview of a business for potential investors, highlighting key aspects and investment opportunities.

This template is a board resolution to formally approve the grant of stock options to employees, directors, or consultants. It should be used after the company's option pool has been established and individual grants are to be made.

This Cap Table template provides a clear and organized record of a company's ownership structure, including all equity holders, their shareholdings, and the fully diluted capitalization. It is essential for managing equity, fundraising, and valuing the company.

This Term Sheet outlines the principal terms and conditions for a Series A equity investment in a company, to be used by startups seeking funding and investors making an offer. It serves as a non-binding agreement to facilitate the drafting of definitive legal documents.

This Term Sheet outlines the principal terms and conditions under which an investment will be made into a company. It is used to establish a non-binding understanding between the investor and the company before drafting definitive legal agreements.

This Term Sheet outlines the key terms and conditions for a potential equity investment, providing a foundational agreement before detailed legal documentation. It is used by startups and investors to define the core aspects of an investment deal.

This template is a formal notification to an employee or consultant regarding the grant of stock options in a company. It outlines the terms, conditions, and essential details of the option grant, to be used when issuing equity incentives.

This document is used by a shareholder to revoke a previously granted proxy, thereby canceling the authority of the proxy holder to vote on their behalf. It should be used when a shareholder wishes to regain direct control over their voting rights for a specific meeting or period.

Personalized annual statement showing equity holdings, vesting, and theoretical value.

Net-share exercise notice for stock options including tax withholding calc.

RSU grant agreement with vesting schedule and settlement provisions.

Engagement letter for an annual 409A valuation with scope and deliverables.

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

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

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

This template is an agreement for the exchange of shares between two parties, typically used in mergers, acquisitions, or restructuring scenarios to transfer ownership.