AI Playbook

Shareholders’ Loan, Convertible or Other Funding

Structured workflow for shareholders’ loan, convertible or other funding: organise the supplied facts and documents, identify missing information, draft or analyse in stages, and verify facts, authorities and assumptions before use.

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#General AI #AI Playbook #Corporate #Financing #Convertible #Investment #Share Transactions

Reusable prompt for Malaysian corporate and commercial practice. It should be used with the Universal Corporate Lawyer Control Block and checked by a supervising lawyer before use externally.

Prompt

Structure and document the proposed funding of `[COMPANY]` by `[FUNDER]` through `[LOAN/CONVERTIBLE/OTHER INSTRUMENT]`. Analyse whether the substance and drafting match the intended instrument, including return, repayment, conversion, maturity, security, subordination, events of default and corporate approvals. Identify conflicts with existing financing, capital-maintenance principles, financial-assistance restrictions or shareholder rights where relevant. Draft the principal agreement and ancillary resolutions, or provide a detailed drafting term sheet. Include conditions precedent, filings, stamping and completion steps.

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# D. Due Diligence and M&A

Repository section: Capital, Investment and Share Transactions

Required inputs: Funding amount; instrument; parties; commercial terms; existing financing.

Suggested use: replace all square-bracket placeholders before running the prompt. For confidential corporate records, board papers, cap tables, due-diligence materials or transaction documents, use a private/local model where possible.

Jurisdiction	Malaysia
Practice Area	Corporate / Commercial
Party Role	Any / as prompt specifies
Lifecycle Stage	Capital, Investment and Share Transactions
Document Type	Capital, Investment and Share Transactions
Prompt Number	17
Required Inputs	Funding amount, instrument, parties, commercial terms, existing financing.
Expected Output	Shareholders’ Loan, Convertible or Other Funding output structured for Malaysian corporate practice.
Reviewed On	2026-07-26
Version	1.0
Verification Checklist	Distinguish facts, allegations and assumptions., Cite the document/page for each material fact where possible., Identify missing or contradictory evidence., Do not invent authorities., Check every authority and quote only verified propositions., Separate proposed drafting from facts requiring client confirmation.