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Corporate law

Investment agreement for raising finance

For companies raising finance from investors that need support in structuring the transaction and finalising the documentation, through to registration of the new capital structure.

Fee
from 2 300 EUR net
Prices are net, in EUR. VAT depends on your status and place of establishment.

You can order this service directly, without a prior consultation. We confirm the scope and the fee before we start.

Request a quote Book a consultation first
A consultation is optional. To discuss your matter with a lawyer first, you can book a consultation for PLN 600 net + VAT. If you then order the work, its cost is credited against the project fee.

Before we start, we agree and confirm the scope and the fee. The price is indicative and does not constitute an offer within the meaning of the Polish Civil Code.

What it includes

  • Advice on the structure of the transaction, the capital structure and the terms on which the investor comes in
  • Drafting of the principal investment documents, the investment agreement and a shareholders' agreement reflecting the investor's terms
  • Negotiation of the terms with the investor, covering the share structure, the price and the conditions precedent
  • Preparation of the registration documents, resolutions and declarations for the National Court Register (Krajowy Rejestr Sądowy, KRS)
  • Handling of the registration formalities after closing

What the price does not include

  • Feasibility studies, valuation of the company and pitch-deck materials for investors (separate services)
  • The transaction tax (PCC) and the investor's tax settlements (handled by a tax adviser)
  • Bank loans and debt financing (separate advice)

What you receive

  • A finalised investment agreement with the investor
  • An application for registration of the new capital structure filed with the registry court
  • A clear allocation of rights and obligations between the founders and the investor
How it works

How raising finance proceeds with our support

We support the company at every stage of raising finance, from structuring the transaction, through negotiation, to finalising the documentation and the entry in the KRS.

  1. Structure and valuation

    Together with you and the investor we establish the structure of the transaction, the number of new shares, the price and the conditions precedent.

  2. Documentation

    We draft the investment agreement, the shareholders' agreement and the further documents governing the rights and obligations of the parties.

  3. Negotiation

    We negotiate the terms of the investment, protecting the founders' interests while addressing the investor's expectations.

  4. Registration and closing

    We prepare the registration documents, the shareholders' resolutions and the materials for the KRS, so that the transaction is closed.

Who should use this service

Raising finance calls for clear agreements and professional support. Valuation, the capital structure, voting rights and the rights on exit all bear on the outcome of the transaction. This service covers advice at each of those stages, from the first conversation with the investor to the entry in the National Court Register (KRS).

What an investment agreement contains

An investment agreement sets out the number of new shares, the price at which they are acquired and the conditions precedent, that is the conditions on whose fulfilment closing depends. It also governs the voting rights of the new investor, a possible seat on the management board, information rights and the procedure for taking significant decisions. In a seed or Series A round, an investor typically looks to protect the contribution and to influence the direction in which the company develops. Our role is to balance the founders’ interests against the investor’s expectations and to propose solutions that satisfy both sides.

What the fee depends on

  • Number of investors in the round
  • Complexity of the structure, including group companies, change of control thresholds and protective mechanisms
  • Size of the round and its effect on the negotiation of terms

We agree the fee individually, at an hourly rate or as a flat fee, and confirm it before we start.

Request a quote

To order this service, describe your matter. A consultation is not required. We confirm the scope and the fee before we start.

Information you share in connection with legal assistance is covered by the professional secrecy of advocates and attorneys-at-law under Polish law.

How to start

You can order this service directly or book a consultation first. A consultation is not required to order the service.

Book a consultationContact us