Term Sheet

A non-binding document that outlines the key terms and conditions of a proposed investment or business agreement.

Definition

A term sheet is a summary of the principal terms of a proposed investment. While typically non-binding, it serves as a template to develop more detailed legal documents and helps ensure that both parties understand the basic structure before investing time and money in legal documentation.

Key Components

  • Valuation: Pre-money and post-money valuation
  • Investment Amount: Total funding and investor allocation
  • Liquidation Preference: Priority in exit scenarios
  • Board Composition: Board seats and voting rights
  • Protective Provisions: Investor approval rights
  • Anti-Dilution: Protection against down rounds
  • Option Pool: Employee stock option allocation

Real-World Example

Series A Term Sheet: $5M investment at $15M pre-money valuation

The term sheet outlines 25% ownership for investors, 1x liquidation preference, one board seat, and standard protective provisions.

Related Terms