Advisor Agreement

An advisor agreement is entered into with an independent contractor who provides advisory services to the Corporation. Often the person is compensated through stock options.

An advisor agreement is an agreement entered into with a person who provided advisory services to a corporation as an independent contractor. An “advisor” is not a professional advisor, but generally a person with expertise or contacts in certain areas, such as fundraising, technology or recruiting.

The agreement is unique in that the Advisor’s contribution is limited - they often work only few hours a week or even a month. Advisors are often compensated through stock options, in many cases, this is the only form of compensation. However, especially for more mature startups, an advisor can also be paid a fee for their services.

The following are some of the main provisions when drafting an Advisor Agreement:

  • services and level of commitment - describe the nature of the services to be provided. It is also helpful to set out a base level of expectations so that everyone is on the same page, for example, the expectation may be that the advisor work approximately 4 hours per month nd be available for a monthly meeting.
  • compensation - Advisors are often compensated through stock options. The main details would be set out in the Advisor Agreement with additional information set out in a separate option agreement.
  • nature of the relationship - confirm that the Advisor is providing services as an independent contractor
  • conflict of interest - generally, a non-compete is not appropriate for an Advisor. However, depending on the circumstances, you may wish to include a provision confirming the Advisor does not provide services to a competitive business while they are providing their services to you.
  • confidentiality - a confidentiality provision should always be included in the Agreement.
  • termination - the agreement should specify under what circumstances the agreement will terminate and what, if any, are the parties’ obligations on termination. For example, the agreement could automatically terminate after 3 years, but could also be terminated sooner on 30 days notice or if certain events occur, such as bankruptcy.

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