The Advisor Agreement Template is designed for use in the United States when companies engage external experts for strategic guidance, technical expertise, or specialized knowledge. This contract type is essential for protecting both parties' interests by clearly defining the advisory relationship, responsibilities, compensation, and confidentiality requirements. It addresses crucial aspects such as intellectual property rights, liability protection, and compliance with federal and state regulations. The agreement is particularly important for startups and established companies seeking to formalize relationships with board advisors, technical experts, or industry specialists while maintaining appropriate legal safeguards.
Advisor Agreement Template for the United States
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Key Requirements PROMPT example:
Advisor Agreement Template
"I need an Advisor Agreement Template for a technical advisor who will help our AI startup for 12 months starting January 2025, including equity compensation of 1% and standard confidentiality provisions."
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1. Parties: Identification of the company and advisor, including full legal names and addresses
2. Background: Context of the advisory relationship and purpose of the agreement
3. Definitions: Key terms used throughout the agreement
4. Scope of Services: Detailed description of advisory services to be provided
5. Term and Termination: Duration of the agreement and conditions for termination
6. Compensation: Payment terms, rates, and reimbursement policies
7. Confidentiality: Protection of confidential information and trade secrets
8. Independent Contractor Status: Clarification of relationship between parties
9. General Provisions: Standard legal clauses including governing law, notices, and amendments
1. Equity Compensation: Terms of any stock options or equity grants (include when advisor receives equity compensation)
2. Non-Compete: Restrictions on competing activities (include when protecting against competitive activities is crucial)
3. Non-Solicitation: Restrictions on soliciting employees or customers (include when protecting against poaching is important)
4. Intellectual Property: Ownership and assignment of IP created during advisory period (include when advisor may create IP during engagement)
5. Insurance Requirements: Required insurance coverage for advisor (include when services involve significant liability risk)
1. Schedule A - Services Description: Detailed outline of specific services to be provided
2. Schedule B - Compensation Terms: Detailed compensation structure including rates and payment schedule
3. Schedule C - Equity Grant Terms: Details of any equity compensation arrangement
4. Exhibit A - Confidentiality Agreement: Detailed confidentiality terms and requirements
5. Exhibit B - IP Assignment Agreement: Detailed terms for intellectual property assignment
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