Subscription Agreement Template

A Subscription Agreement is a legal contract between a company and an investor that confirms the investor’s commitment to purchase a convertible note or other security. It defines the purchase price, payment process and investor representations to ensure compliance with applicable securities laws. This document accompanies a Convertible Note Agreement, which sets out the detailed terms of the investment, including conversion and maturity conditions.

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Subscription Agreement describing investor purchase terms, eligibility requirements and its connection to the Convertible Note Agreement

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Used 136 times

Frequently asked questions

The Subscription Agreement formalizes an investor’s purchase of a convertible promissory note issued by a company. It specifies the purchase amount, payment method, representations, investor eligibility and acknowledgments under securities law. This agreement works together with the Convertible Note Agreement, which details the terms of the note itself, including conversion mechanics, interest and maturity. Together, they ensure compliance, clarity and transparency during early-stage financing.
Both the company and the investor complete this document. The company provides details of the offering, while the investor confirms accredited investor status, payment amount and investment intent.
After execution, the agreement should be retained by both the company and the investor with the related Convertible Note Agreement as part of the company’s financing and compliance records. It does not require submission to a regulatory authority.

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