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Section 15 | Lesson 81 - Important Investment, Great Marketing

notes

term sheet

  • non binding
  • basic terms
  • you can do it for free

chat explanation

Purpose

  • Non-binding summary of key terms before drafting full legal contracts.
  • Serves as a blueprint for the final agreement.

Common Use Cases

  • Startup investments (VC/angel funding)
  • Mergers and acquisitions (M&A)
  • Partnerships and joint ventures
  • Large financing deals
  • Real estate or major service agreements

Key Sections in a Term Sheet

Valuation & Investment
  • Company valuation
  • Amount to be invested
  • Price per share / equity percentage
Rights & Governance
  • Board seats
  • Voting rights
  • Investor protections or veto rights
Founder & Team Provisions
  • Vesting schedule
  • Roles and responsibilities
  • Restrictions (e.g., non-compete, full-time requirement)
Financial Terms
  • Liquidation preference
  • Dividends (if any)
  • Anti-dilution protections
Exit & Transfer Terms
  • Rules for selling the company
  • Buyout scenarios
  • Rights of first refusal / co-sale rights
Legal & Administrative Terms
  • Closing conditions
  • Due diligence requirements
  • Timelines for completing the deal

Binding vs Non-Binding

  • Most of the document is non-binding
  • Binding parts typically include:

    • Confidentiality
    • Exclusivity / no-shop clause
    • Dispute resolution

Why a Term Sheet Matters

  • Aligns expectations early
  • Reduces legal costs
  • Prevents misunderstandings
  • Speeds up negotiation and contract drafting

minimal structure for a term sheet

  1. Parties
  2. Purpose of agreement
  3. Investment amount / contribution
  4. Ownership or percentage rights
  5. Governance (decision-making, voting)
  6. Financial terms (profit split, dividends)
  7. Restrictions (non-compete, full time, IP ownership)
  8. Exit terms (what happens if someone leaves)
  9. Timeline / closing conditions
  10. Binding clauses (confidentiality, exclusivity)