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Document Indexing and Signing Requirements

If the company plans to go through further investment rounds or ultimately to Exit in future, it is important to maintain meticulous records of all important contracts and agreements. This would include key customer/supplier contracts or licences, leases as well as employment contracts and any other material documents. We recommend that you scan all contracts and name and index them accordingly so they can be easily located if a potential investor/purchaser wants to see this information. Also, please be aware that contracts need to be executed in the correct way according to what legal jurisdiction applies to that contract. If in doubt about the signing requirements of any contracts or agreement we recommend that you speak to a lawyer.

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 investment

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