Revision and Drafting of Investor Agreements

Why an online template is a risk to your money

Nearly 67% of investor agreements that come to our Warsaw office on Pileckiego contain errors that block the company for years. Often these are copies of documents from the USA or old templates from 2012 that don't fit Polish realities. Such papers protect no one when the first serious conflict over money appears. At Forum Sovereignty, we check every point against real-life situations. If a partner stops picking up the phone or falls ill, the agreement must say what we do next. Without this, you waste time on lawyers and months of stress in court. We act without going to court because it's better to prevent than to lose capital on trials.

Deadlock mechanisms and a clear business exit

Last year we analyzed 83 contracts for local investors and partners. In 47 cases, a clear 'deadlock' procedure was missing. This is a stalemate situation when you have 50% of the votes each and no one can make a decision about buying goods or paying dividends. We fix this. We introduce specific provisions for share buyouts or a technical mediator. Every change in the statute has one goal: business must keep turning, even when partners stop liking each other. Facts count, not emotions. In one of the projects in Q3 2024, we added only two sentences about the right to buy out, which saved a minority shareholder from a loss of 42,300 PLN on a forced exit.

Parity rules and real capital protection

We apply clear 50/50 rules where both parties bring similar value. If you put 315,000 PLN into a project, you must know how that money works every day. We write agreements that look after the balance of power in the management and supervisory board. We don't use difficult words or legal jargon that no one understands. Instead of writing about "goal synergy", we write in specific financial report dates and control rights for each party. We repair the share structure so it is clear for a bank when applying for a working capital loan. It's simple: clean papers mean a safe business.

What the process of working on your contract looks like

We start with a hard audit of your current documents, which usually takes us 4 business days. We don't change everything just for the sake of changing it — that would be a waste of your money. We only look for real threats. Then you get a list from us of 9 critical remarks written in human language. We meet for a 2-hour session in our office or via video call to discuss risks. We improve non-compete and contractual penalty provisions so they are enforceable, and not just scary on paper. Sometimes we advise against signing an agreement if the risk is too high — we honestly tell it like it is.

Concrete instead of promises and peace for years

Since 2014, Forum Sovereignty has helped 156 entities put their legal relations in order. We are not a corporate law firm that counts every minute of a telephone conversation. We are practitioners. Our improvements in agreements work immediately because they are based on experience from over a dozen industries, from transport to IT. You pay for peace of mind, which allows you to get on with earning, and not quarreling about commas in the statute. Remember that an agreement is for bad times, because for good times a handshake is enough. We ensure that these bad times cost you as little as possible.

Heads-up: Before you send us your agreement for review, make sure you have your partner's consent to share data — we respect confidentiality from the first contact.