To ensure the investment process runs smoothly and efficiently, it is best for the company and investor to agree at the outset what documentation is to be used. Also, if a set of documents are settled on, try to agree that the documents will not be subject to significant negotiation. The greater a deal is negotiated, the longer the deal will take to conclude and the likelihood is that the investor’s and the company’s legal advisers’ costs might increase.
MBM Commercial has provided the template Seed Investment Agreement and accompanying Standard Seed Investment Terms for seed investments (available to download for free on our website) which aim to streamline the investment process as much as possible. We are happy to provide a fixed fee cost for assisting with any transaction.
HELPFUL TIPS ON SEED INVESTMENT DEALS
EIS and SEIS - Tax Relief
Check Your Company Books Are Up To Date
Use Heads of Agreement for Main Deal Terms
Share Capital Table and Dilution
Agree the Process and Documents to be Used
Choose an Appropriate Adviser
Dealing with Indebtedness
Updating the Company’s Records Post-Investment
Document Indexing and Signing Requirements
Scots Law or English Law
Read our briefing note on how to run an early stage seed investmentDownload
"I felt that all the documents were very helpful. This made for easier understanding with the glossary that you attached allowing for easy cross reference to terms and wording.……