SICTIC Investor Academy #9 & 10: Deal Terms and Vesting, Employee Incentive Plans

This event is open for SICTIC Investors, available onsite only, with limited seating for 15 guests. There’s plenty of opportunity for Q&A and discussions at the workshop.

Speakers:

Ralph Mogicato, Board Member at SICTIC

Gian-Andrea Caprez, LL.M., Attorney at Law, Partner at VISCHER AG

Topic 9: Deal Terms and Vesting

9.1 Protecting Investors as Minority Shareholders.

9.2 Term Sheet, Shareholders Agreement and Articles.

9.3 Founder Vesting.

9.4 Purchase Option, Good and Bad Leaver.

9.5 Liquidation Preference.

9.5 Liquidation Preference.

9.6 Dividend Preference.

9.7 Right of First Refusal.

9.8 Tag-Along (Co-Sale Right).

9.9 Drag-Along (Co-Sale Obligation).

9.10 Anti-Dilution Protection.

9.11 Information Rights.

9.12 Conversion to Common Shares.

9.13 Share Sell-Back Right.

9.14 Term Sheet.

Topic 10: Vesting and Employee Incentive Plans

10.1 Employee Incentive Plan (ESOP, PSOP).

10.2 Why Vesting Matters.

10.3 Vesting Basics.

10.4 Vesting for Employees.

10.5 Vesting for Founders with Expiring Buy-Back Rights.

10.6 Accelerated Vesting.

10.7 Shares and Options vs. Stock Appreciation Rights (Phantom).

10.8 Dynamic Equity Allocation with “Slicing Pie”.

 

Location: Rieterstrasse 6, 8002 Zürich – 2nd floor – Pixel room

Format: physical-workshop/ no recording

This event is for SICTIC Investors only.

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