Insights & selected work
Preparing a Swedish company for investment
A financing round involves more than agreeing a valuation. Ownership, investment terms and the company’s corporate documents need to work together. You can ask for help before a term sheet or document list exists.
Discuss an assignmentStart with the proposed investment
Clarify who is investing, which company will receive the funding and what the founders, existing owners and investor want to achieve. A new share issue, a purchase of existing shares and a loan raise different documentation questions. The structure should be considered before the documents are treated as separate tasks.
Bring the ownership picture into view
Review the cap table, share register, articles of association, shareholders’ agreement and records of earlier financing. Existing warrants, employee options and convertible loans may also affect the ownership discussions. The purpose is to understand the current position and identify which documents or decisions need attention before the investment proceeds.
Prepare with a pre-investment legal review
A legal review from the company’s perspective can identify documentation gaps before an investor’s due diligence. I help organise the relevant material, assess the Swedish-law issues within the agreed scope and prepare missing corporate documentation. The work is prioritised around what matters to the proposed investment.
Connect the term sheet with the final agreements
The investment agreement, shareholders’ agreement and financing documents should reflect the same commercial arrangement. Work through ownership, governance, investor rights and completion steps together. Depending on the structure, the financing documents may include shareholder loans, investment-related loans or convertible loans. I assist with drafting and negotiations.
Coordinate the corporate steps
Where the investment includes a new share issue, the agreements need to be coordinated with the issue documentation, subscription and payment. A new share issue must be notified to Bolagsverket; the share capital increases when the change is registered. The relevant decisions and supporting documents depend on the proposed arrangement.
You can start before the paperwork is ready
Begin with a conversation about the company, the investment and the intended timetable. I help identify the information needed and agree what is essential within the scope and fee. Tax advisers are involved where needed, and support can continue with governance and other corporate matters after completion.
A few useful answers
Do we need a term sheet before contacting you?
No. I can help before terms have been agreed, including reviewing the company’s documentation and working through the proposed ownership and financing structure.
Can you support either the founders or the investor?
Yes, in separate assignments. I advise founders, companies and investors, including family offices. The scope reflects whom I represent and the commercial outcome they want to achieve.
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What are you working on?
Tell us about your situation, your objective and the timing. We will start by defining the right scope.