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1. Parties: Identification of the disclosing party (typically the company) and the receiving party (the potential investor), including full legal names and addresses
2. Background: Context of the potential investment opportunity and purpose of sharing confidential information
3. Definitions: Key terms including 'Confidential Information', 'Permitted Purpose', 'Affiliate', 'Representatives', and 'Investment Opportunity'
4. Scope of Confidential Information: Detailed description of what constitutes confidential information in the investment context
5. Confidentiality Obligations: Core obligations regarding use and protection of confidential information
6. Permitted Disclosures: Circumstances under which confidential information may be shared with representatives and advisors
7. Information Security Measures: Required technical and organizational measures for protecting confidential information
8. Return or Destruction of Confidential Information: Obligations regarding handling of confidential information after termination or upon request
9. Duration and Survival: Term of the agreement and survival of obligations
10. Governing Law and Jurisdiction: Specification of German law as governing law and jurisdiction for disputes
11. Entire Agreement: Integration clause confirming the complete agreement between parties
1. Exclusivity Period: Used when the company wants to prevent the investor from pursuing competing investments for a specific period
2. Standstill Provisions: Relevant for public companies to prevent unauthorized stock purchases during the evaluation period
3. Non-Solicitation: Optional restrictions on soliciting employees or customers, if relevant to the investment context
4. Investment Process: Include when specific steps or timeline for the investment process need to be outlined
5. Data Protection Provisions: Detailed GDPR compliance terms when personal data is included in confidential information
6. Non-Circumvention: Used to prevent direct approaches to customers, suppliers, or other business partners
7. Insider Trading Provisions: Required for public companies or when dealing with regulated financial institutions
1. Schedule 1 - Authorized Representatives: List of individuals authorized to receive and handle confidential information
2. Schedule 2 - Specific Information: Detailed list of specific confidential information to be disclosed, if known at signing
3. Schedule 3 - Security Protocols: Specific technical and organizational measures required for information protection
4. Appendix A - Acknowledgment Form: Form for representatives to acknowledge confidentiality obligations
5. Appendix B - Document Return Certificate: Form to certify return or destruction of confidential information
Technology
Manufacturing
Healthcare
Financial Services
Real Estate
Energy
Retail
E-commerce
Biotechnology
Software
Industrial
Consumer Goods
Infrastructure
Telecommunications
Professional Services
Legal
Finance
Corporate Development
Executive Leadership
Investor Relations
Business Development
Mergers & Acquisitions
Compliance
Strategy
Corporate Secretariat
Chief Executive Officer
Chief Financial Officer
Investment Manager
Due Diligence Officer
Legal Counsel
Corporate Development Director
Venture Capital Partner
Private Equity Associate
Investment Analyst
Board Member
General Counsel
Business Development Director
M&A Director
Investment Relations Manager
Corporate Secretary
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