Shareholder Agreement
Governs shareholder rights: transfers, voting, board seats, and exits.
Corporate
Equity
~ 12–20 minutes
Description
Defines transfer restrictions (ROFR/ROFO), board rights, dividends, protective provisions, and drag/tag-along rights.
Details
Use Cases
- Equity Investors
- Founders Agreement
- VC Funding
Parties
- Company
- Shareholders
Required Signers
- Company Rep
- All Shareholders party to the agreement
Typical Fields
- Transfer Restrictions
- Voting & Board Rights
- Dividends & Preferences
- Drag/Tag-along
Key Clauses
- Information rights
- Protective provisions
- Anti-dilution (if preferred)
Workflow
- Prepare: Sync with charter and investment docs.
- Send: All parties sign.
- Sign: Execute.
- Post-sign: Update company records/cap table.
Attachments
- Cap Table
- Bylaws/Articles
Tags
- Corporate
- Equity
Compliance Notes
- Ensure consistency with charter and securities laws.
Estimated time
12–20 minutes
Typical roles
R
S
Company, Shareholders
Metadata
Category
Corporate
Template ID
shareholder-agreement