{"product_id":"investeringsavtal-investment-agreement-2026-2027-word-pdf-english-svensk-ratt","title":"Investment Agreement 2026\/2027 – Word\/PDF + English | Swedish Law","description":"\n\u003ch2\u003eInvestment Agreement 2026\/2027 – Word\/PDF under Swedish law\u003c\/h2\u003e\n\u003cp\u003eThis is a comprehensive and professional \u003cstrong\u003einvestment agreement for private capital investment in a Swedish private limited company\u003c\/strong\u003e. The package is designed for situations where an identified investor provides cash capital through a \u003cstrong\u003edirected new share issue\u003c\/strong\u003e, and where the company, the founders\/existing majority shareholders, and the investor require clear contractual terms regarding the investment, due diligence, closing, warranties, disclosure, information rights, corporate governance, and liability.\u003c\/p\u003e\n\u003cp\u003eThe template package is \u003cstrong\u003elegally reviewed against current Swedish regulations and updated authority information as of October 4, 2026\u003c\/strong\u003e, and prepared for practical use during \u003cstrong\u003e2026\/2027\u003c\/strong\u003e. It contains a Swedish version, a complete English-language \u003cstrong\u003eInvestment Agreement\u003c\/strong\u003e under Swedish law, and a separate detailed user guide.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eDelivery:\u003c\/strong\u003e 3 documents in both Word (DOCX) and PDF – a total of \u003cstrong\u003e6 files, 40 A4 pages, and 13 attachments\/schedules\u003c\/strong\u003e. The product is delivered digitally. No physical goods are shipped.\u003c\/p\u003e\n\n\u003ch3\u003eThis is included\u003c\/h3\u003e\n\u003cul\u003e\n\n\u003cli\u003e\n\u003cstrong\u003eInvestment Agreement 2026\/2027 – Swedish version\u003c\/strong\u003e, 18 pages with 24 contract sections and 13 attachments.\u003c\/li\u003e\n\n\u003cli\u003e\n\u003cstrong\u003eInvestment Agreement 2026\/2027 – English \/ Swedish law\u003c\/strong\u003e, 18 pages with corresponding structure and 13 schedules.\u003c\/li\u003e\n\n\u003cli\u003e\n\u003cstrong\u003eDetailed user guide\u003c\/strong\u003e, 4 pages with document order, legal checkpoints, closing checklist, and common mistakes to avoid.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch3\u003eWhen is the investment agreement appropriate?\u003c\/h3\u003e\n\u003cp\u003eThe template is intended for a \u003cstrong\u003eprivate, identified investment\u003c\/strong\u003e in a Swedish private limited company where the investor subscribes for new shares in exchange for cash payment. Examples:\u003c\/p\u003e\n\u003cul\u003e\n\n\u003cli\u003eangel investment,\u003c\/li\u003e\n\n\u003cli\u003eseed or growth capital,\u003c\/li\u003e\n\n\u003cli\u003estrategic minority investment,\u003c\/li\u003e\n\n\u003cli\u003ecapital procurement from one or a few identified investors,\u003c\/li\u003e\n\n\u003cli\u003einvestment where the company, founders, and investor wish to document warranties and closing conditions,\u003c\/li\u003e\n\n\u003cli\u003einvestment to be combined with a separate shareholders' agreement.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\u003cp\u003eThe investment agreement \u003cstrong\u003edoes not replace\u003c\/strong\u003e the general meeting's or the board's resolution on the share issue, the share subscription, the bank certificate, the register of shareholders, or the registration with the Swedish Companies Registration Office (Bolagsverket). The corporate law documents for the share issue must be executed separately in accordance with the Swedish Companies Act.\u003c\/p\u003e\n\n\u003ch3\u003e24 contract sections\u003c\/h3\u003e\n\u003cp\u003eThe main agreement covers, among other things:\u003c\/p\u003e\n\u003cul\u003e\n\n\u003cli\u003eparties and background,\u003c\/li\u003e\n\n\u003cli\u003edefinitions,\u003c\/li\u003e\n\n\u003cli\u003ethe investment and the share issue structure,\u003c\/li\u003e\n\n\u003cli\u003esubscription price, valuation, and capitalization,\u003c\/li\u003e\n\n\u003cli\u003econditions precedent to closing,\u003c\/li\u003e\n\n\u003cli\u003edue diligence and information basis,\u003c\/li\u003e\n\n\u003cli\u003eclosing and payment,\u003c\/li\u003e\n\n\u003cli\u003euse of investment proceeds,\u003c\/li\u003e\n\n\u003cli\u003ethe company's and the founders' warranties,\u003c\/li\u003e\n\n\u003cli\u003ethe investor's warranties,\u003c\/li\u003e\n\n\u003cli\u003edisclosure and warranty exceptions,\u003c\/li\u003e\n\n\u003cli\u003eliability for breach of warranty,\u003c\/li\u003e\n\n\u003cli\u003einformation and reporting rights,\u003c\/li\u003e\n\n\u003cli\u003eboard seat, observer, and corporate governance,\u003c\/li\u003e\n\n\u003cli\u003ereserved matters and shareholders' agreement,\u003c\/li\u003e\n\n\u003cli\u003efounders' undertakings,\u003c\/li\u003e\n\n\u003cli\u003eintellectual property and data,\u003c\/li\u003e\n\n\u003cli\u003eFDI\/UDI and regulatory oversight,\u003c\/li\u003e\n\n\u003cli\u003econfidentiality and public announcements,\u003c\/li\u003e\n\n\u003cli\u003ecosts, tax, and advice,\u003c\/li\u003e\n\n\u003cli\u003eLong Stop Date and termination,\u003c\/li\u003e\n\n\u003cli\u003enotices, assignment, and entire agreement,\u003c\/li\u003e\n\n\u003cli\u003eSwedish law and dispute resolution,\u003c\/li\u003e\n\n\u003cli\u003esigning.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch3\u003e13 professional attachments\u003c\/h3\u003e\n\u003col\u003e\n\n\u003cli\u003e\n\u003cstrong\u003eParties and transaction overview\u003c\/strong\u003e – company, founders\/majority owners, and investor.\u003c\/li\u003e\n\n\u003cli\u003e\n\u003cstrong\u003eDefinitions\u003c\/strong\u003e – key transaction concepts.\u003c\/li\u003e\n\n\u003cli\u003e\n\u003cstrong\u003eInvestment, valuation, and cap table\u003c\/strong\u003e – pre-money, investment, subscription price, and ownership share.\u003c\/li\u003e\n\n\u003cli\u003e\n\u003cstrong\u003eConditions precedent to closing\u003c\/strong\u003e – share issue resolution, due diligence, SHA, FDI, consents, and bank account.\u003c\/li\u003e\n\n\u003cli\u003e\n\u003cstrong\u003eDue diligence checklist\u003c\/strong\u003e – corporate law, finance, tax, contracts, IP, HR, litigation, GDPR\/cyber, and regulatory.\u003c\/li\u003e\n\n\u003cli\u003e\n\u003cstrong\u003eClosing checklist\u003c\/strong\u003e – documents and actions in the correct order.\u003c\/li\u003e\n\n\u003cli\u003e\n\u003cstrong\u003eUse of proceeds and budget\u003c\/strong\u003e – how the investment capital is intended to be used.\u003c\/li\u003e\n\n\u003cli\u003e\n\u003cstrong\u003eWarranty catalog\u003c\/strong\u003e – selectable warranties from the company and founders.\u003c\/li\u003e\n\n\u003cli\u003e\n\u003cstrong\u003eDisclosure Letter \/ warranty exceptions\u003c\/strong\u003e – concrete exceptions to the warranties.\u003c\/li\u003e\n\n\u003cli\u003e\n\u003cstrong\u003eLiability limitations\u003c\/strong\u003e – de minimis, basket, cap, and notice periods for claims.\u003c\/li\u003e\n\n\u003cli\u003e\n\u003cstrong\u003eInformation rights, board, and reserved matters\u003c\/strong\u003e – reporting, nomination, observer, and SHA connection.\u003c\/li\u003e\n\n\u003cli\u003e\n\u003cstrong\u003eFounder undertakings\u003c\/strong\u003e – selectable undertakings regarding work, IP, confidentiality, non-solicit, etc.\u003c\/li\u003e\n\n\u003cli\u003e\n\u003cstrong\u003eNotices, law, and dispute forum\u003c\/strong\u003e – notice addresses and forum.\u003c\/li\u003e\n\n\n\u003c\/ol\u003e\n\n\u003ch3\u003eValuation and cap table\u003c\/h3\u003e\n\u003cp\u003eAttachment 3 helps the parties document the transaction in a consistent manner. It contains fields for:\u003c\/p\u003e\n\u003cul\u003e\n\n\u003cli\u003eshare capital before and after the investment,\u003c\/li\u003e\n\n\u003cli\u003enumber of outstanding shares,\u003c\/li\u003e\n\n\u003cli\u003eoptions and convertibles,\u003c\/li\u003e\n\n\u003cli\u003efully diluted cap table,\u003c\/li\u003e\n\n\u003cli\u003epre-money valuation,\u003c\/li\u003e\n\n\u003cli\u003einvestment amount,\u003c\/li\u003e\n\n\u003cli\u003esubscription price per share,\u003c\/li\u003e\n\n\u003cli\u003ethe investor's ownership share after closing.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\u003cp\u003eThis reduces the risk of the company and the investor calculating ownership shares on different bases, for example, one party calculating on basic shares and the other on a fully diluted basis.\u003c\/p\u003e\n\n\u003ch3\u003eDirected cash new share issue\u003c\/h3\u003e\n\u003cp\u003eThe investment agreement assumes that the capital investment is carried out through a directed cash share issue. However, the actual share issue resolution must be passed separately in accordance with \u003cstrong\u003eChapter 13 of the Swedish Companies Act (2005:551)\u003c\/strong\u003e.\u003c\/p\u003e\n\u003cp\u003eIf the shareholders' normal pre-emption rights are deviated from, a standard private limited company normally requires at least two-thirds of both the votes cast and the shares represented at the meeting. The share issue proposal must also specify the reasons for the deviation and the grounds for the subscription price.\u003c\/p\u003e\n\u003cp\u003eFor the share issue process itself, Mallbutiken's separate \u003cstrong\u003eNew Share Issue Package for Limited Companies 2026\/2027\u003c\/strong\u003e is recommended.\u003c\/p\u003e\n\n\u003ch3\u003eConditions precedent to closing\u003c\/h3\u003e\n\u003cp\u003eAttachment 4 is used to make the most important prerequisites for the investment measurable. Examples:\u003c\/p\u003e\n\u003cul\u003e\n\n\u003cli\u003evalid share issue resolution,\u003c\/li\u003e\n\n\u003cli\u003eapproved due diligence,\u003c\/li\u003e\n\n\u003cli\u003eshareholders' agreement signed or accession performed,\u003c\/li\u003e\n\n\u003cli\u003eFDI\/UDI clearance or notification that the investment is left without action,\u003c\/li\u003e\n\n\u003cli\u003ethird-party consents,\u003c\/li\u003e\n\n\u003cli\u003eshare issue account\/bank process in place,\u003c\/li\u003e\n\n\u003cli\u003eabsence of a defined Material Adverse Change.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch3\u003eDue diligence\u003c\/h3\u003e\n\u003cp\u003eAttachment 5 serves as a checklist for the investor's review. It includes, among other things, corporate law and cap table, accounting and financial information, tax and VAT, material agreements, intellectual property, employees and incentive programs, litigation and authority matters, GDPR\/cybersecurity, and regulatory issues.\u003c\/p\u003e\n\u003cp\u003eThe investment agreement distinguishes between \u003cstrong\u003edue diligence\u003c\/strong\u003e and \u003cstrong\u003econtractual warranties\u003c\/strong\u003e. The fact that the investor has conducted due diligence does not automatically release the company or the founders from explicit warranties.\u003c\/p\u003e\n\n\u003ch3\u003eClosing – step by step\u003c\/h3\u003e\n\u003cp\u003eAttachment 6 gathers the practical closing measures:\u003c\/p\u003e\n\u003cul\u003e\n\n\u003cli\u003esigning of the investment agreement,\u003c\/li\u003e\n\n\u003cli\u003eshare issue resolution,\u003c\/li\u003e\n\n\u003cli\u003eshare subscription,\u003c\/li\u003e\n\n\u003cli\u003epayment to the share issue account,\u003c\/li\u003e\n\n\u003cli\u003ebank certificate,\u003c\/li\u003e\n\n\u003cli\u003eshareholders' agreement\/accession,\u003c\/li\u003e\n\n\u003cli\u003eboard's allotment,\u003c\/li\u003e\n\n\u003cli\u003eupdating of the share register,\u003c\/li\u003e\n\n\u003cli\u003eregistration with the Swedish Companies Registration Office.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\u003cp\u003eThis allows the investment agreement to be used together with the share issue documents without confusing the contractual investment with the corporate law capital increase.\u003c\/p\u003e\n\n\u003ch3\u003eWarranties from the company and the founders\u003c\/h3\u003e\n\u003cp\u003eAttachment 8 contains a selectable warranty catalog. Common warranty areas are:\u003c\/p\u003e\n\u003cul\u003e\n\n\u003cli\u003eauthority and corporate status,\u003c\/li\u003e\n\n\u003cli\u003ecapital structure and ownership,\u003c\/li\u003e\n\n\u003cli\u003efinancial information,\u003c\/li\u003e\n\n\u003cli\u003etax and VAT,\u003c\/li\u003e\n\n\u003cli\u003ematerial agreements,\u003c\/li\u003e\n\n\u003cli\u003eintellectual property and licenses,\u003c\/li\u003e\n\n\u003cli\u003eemployees and incentive programs,\u003c\/li\u003e\n\n\u003cli\u003elitigation,\u003c\/li\u003e\n\n\u003cli\u003eGDPR and cybersecurity,\u003c\/li\u003e\n\n\u003cli\u003eregulatory compliance,\u003c\/li\u003e\n\n\u003cli\u003ecertain undisclosed liabilities.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\u003cp\u003eThe warranties should be adapted to the business and the due diligence performed. Therefore, the package is not locked to an unnecessarily aggressive standard level.\u003c\/p\u003e\n\n\u003ch3\u003eDisclosure Letter – clear exceptions\u003c\/h3\u003e\n\u003cp\u003eAttachment 9 is used to document concrete known circumstances that are to be excluded from the warranties. This could, for example, be an ongoing dispute, an agreement to be renegotiated, a tax matter, or an IP right with a special licensing structure.\u003c\/p\u003e\n\u003cp\u003eThe template recommends concrete disclosure rather than just referring generally to an entire data room.\u003c\/p\u003e\n\n\u003ch3\u003eLiability limitations\u003c\/h3\u003e\n\u003cp\u003eAttachment 10 contains fill-in fields for:\u003c\/p\u003e\n\u003cul\u003e\n\n\u003cli\u003ede minimis,\u003c\/li\u003e\n\n\u003cli\u003ebasket\/threshold,\u003c\/li\u003e\n\n\u003cli\u003egeneral liability cap,\u003c\/li\u003e\n\n\u003cli\u003especial cap for fundamental warranties,\u003c\/li\u003e\n\n\u003cli\u003enotice periods for claims,\u003c\/li\u003e\n\n\u003cli\u003etax claims,\u003c\/li\u003e\n\n\u003cli\u003ecarve-outs.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\u003cp\u003eThe commercial levels are left open as reasonable liability depends on the investment amount, valuation, risk, and due diligence.\u003c\/p\u003e\n\n\u003ch3\u003eInformation rights and reporting\u003c\/h3\u003e\n\u003cp\u003eAttachment 11 makes it possible to grant the investor special information rights after closing, for example, monthly or quarterly reporting, annual budget, and information on material deviations.\u003c\/p\u003e\n\u003cp\u003eThe rights should be used with regard to confidentiality, GDPR, and competition law. If the investor is also a competitor, sensitive information may need to be limited or handled through special access rights.\u003c\/p\u003e\n\n\u003ch3\u003eBoard seat and observer\u003c\/h3\u003e\n\u003cp\u003eThe investment agreement can document a contractual right to nominate a board member or appoint an observer. At the same time, the template clarifies that such a commitment does not replace the general meeting's formal election and must not require a board member to act in violation of the Swedish Companies Act or their duties to the company.\u003c\/p\u003e\n\n\u003ch3\u003eReserved matters and shareholders' agreement\u003c\/h3\u003e\n\u003cp\u003eThe investment agreement is intended to complement – not replace – a separate shareholders' agreement. Long-term ownership issues such as reserved matters, transfers, exit, drag\/tag, financing principles, and other ownership rules should normally be coordinated in the shareholders' agreement.\u003c\/p\u003e\n\u003cp\u003eThe template also reminds that a shareholders' agreement primarily binds the parties contractually and does not automatically create the same corporate law effect as a provision in the articles of association.\u003c\/p\u003e\n\n\u003ch3\u003eFounder undertakings\u003c\/h3\u003e\n\u003cp\u003eAttachment 12 contains selectable undertakings regarding, for example:\u003c\/p\u003e\n\u003cul\u003e\n\n\u003cli\u003econtinued active work,\u003c\/li\u003e\n\n\u003cli\u003eIP transfer or confirmation of the company's rights,\u003c\/li\u003e\n\n\u003cli\u003econfidentiality,\u003c\/li\u003e\n\n\u003cli\u003enon-solicit,\u003c\/li\u003e\n\n\u003cli\u003enon-compete,\u003c\/li\u003e\n\n\u003cli\u003evesting\/leaver – marked for separate legal and tax review.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch3\u003eUDI\/FDI – review before closing\u003c\/h3\u003e\n\u003cp\u003eIf the company conducts or is to conduct \u003cstrong\u003eprotected activities\u003c\/strong\u003e, the investment may be covered by the Foreign Direct Investment Review Act (2023:560). The ISP updated its notification form and its instructions during 2026.\u003c\/p\u003e\n\u003cp\u003eThe template therefore includes UDI\/FDI as a separate condition precedent. Closing should not be executed in violation of an applicable review or standstill requirement.\u003c\/p\u003e\n\n\u003ch3\u003ePrivate limited companies – no broad public distribution\u003c\/h3\u003e\n\u003cp\u003eThis package is expressly intended for \u003cstrong\u003ean identified private investor or a narrow private transaction\u003c\/strong\u003e. According to Chapter 1, Section 7 of the Swedish Companies Act, a private limited company may not, among other things, attempt to distribute shares or subscription rights through advertising and may generally not direct offers to more than 200 people, with the exceptions stated in the law.\u003c\/p\u003e\n\u003cp\u003eThe Swedish Financial Supervisory Authority's prospectus guidance states that shares in private limited companies are not included in the prospectus regulation's definition of securities. This does not mean, however, that a private limited company may make an unlimited public offer – the Swedish Companies Act's specific distribution prohibitions must still be followed.\u003c\/p\u003e\n\n\u003ch3\u003eEnglish Investment Agreement under Swedish law\u003c\/h3\u003e\n\u003cp\u003eThe English version contains the same legal structure and 13 schedules. It is intended for when the investor, the parent company, advisors, or other transaction parties work in English but \u003cstrong\u003eSwedish substantive law\u003c\/strong\u003e is to be applied.\u003c\/p\u003e\n\u003cp\u003eIt is thus an English-language version under Swedish law – not a standard agreement according to British or American venture capital law.\u003c\/p\u003e\n\n\u003ch3\u003eDetailed user guide included\u003c\/h3\u003e\n\u003cp\u003eThe guide explains step by step:\u003c\/p\u003e\n\u003cul\u003e\n\n\u003cli\u003ewhich documents are needed and in what order,\u003c\/li\u003e\n\n\u003cli\u003ehow the cap table and valuation should be checked,\u003c\/li\u003e\n\n\u003cli\u003ehow the directed share issue and majority requirements are related,\u003c\/li\u003e\n\n\u003cli\u003ehow FDI\/UDI is screened before closing,\u003c\/li\u003e\n\n\u003cli\u003ehow the distribution restrictions of private limited companies affect capital procurement,\u003c\/li\u003e\n\n\u003cli\u003ehow warranties and disclosure are used,\u003c\/li\u003e\n\n\u003cli\u003ehow the investment agreement and shareholders' agreement are coordinated,\u003c\/li\u003e\n\n\u003cli\u003epractical closing checklist,\u003c\/li\u003e\n\n\u003cli\u003ecommon mistakes to avoid.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch3\u003eReviewed for 2026\/2027\u003c\/h3\u003e\n\u003cp\u003eThe legal review is dated \u003cstrong\u003eOctober 4, 2026\u003c\/strong\u003e. The package has been checked against, among other things:\u003c\/p\u003e\n\u003cul\u003e\n\n\u003cli\u003eSwedish Companies Act (2005:551), especially Chapter 1 and Chapter 13,\u003c\/li\u003e\n\n\u003cli\u003ethe Contracts Act (1915:218),\u003c\/li\u003e\n\n\u003cli\u003ethe Foreign Direct Investment Review Act (2023:560),\u003c\/li\u003e\n\n\u003cli\u003ecurrent ISP instructions for UDI notification 2026,\u003c\/li\u003e\n\n\u003cli\u003ethe Swedish Financial Supervisory Authority's prospectus guidance 2026 regarding private limited companies.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\u003cp\u003eThe designation 2026\/2027 means that the documents have been reviewed against the legal situation and authority information at the review date. In the event of subsequent legislative or authority changes, a new check should be made.\u003c\/p\u003e\n\n\u003ch3\u003eFormat and delivery\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003e3 documents • 6 files • 40 pages • 13 attachments\/schedules\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\n\u003cli\u003e\n\u003cstrong\u003eWord (DOCX)\u003c\/strong\u003e – fully editable.\u003c\/li\u003e\n\n\u003cli\u003e\n\u003cstrong\u003ePDF\u003c\/strong\u003e – for reference, printing, and layout check.\u003c\/li\u003e\n\n\u003cli\u003e\n\u003cstrong\u003eDigital delivery\u003c\/strong\u003e – no physical product is shipped.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch3\u003eImportant\u003c\/h3\u003e\n\u003cp\u003eThe template package is a professional general working document and does not replace individual legal, tax, or investment-related advice. Preference shares, liquidation preferences, anti-dilution, convertibles, warrants, complicated incentive programs, vesting\/leaver, public offerings, regulated activities, international tax planning, or major FDI cases should be assessed separately.\u003c\/p\u003e\n","brand":"Svenska Dokumentmallar","offers":[{"title":"Default Title","offer_id":55594845897046,"sku":"INVEST-2026-2027","price":149.0,"currency_code":"SEK","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0827\/2373\/3846\/files\/investeringsavtal-2026-2027-hero.png?v=1791082328","url":"https:\/\/mallbutiken.se\/en\/products\/investeringsavtal-investment-agreement-2026-2027-word-pdf-english-svensk-ratt","provider":"Mallbutiken","version":"1.0","type":"link"}