Term Sheet (Equity/Convertible) - Document Builder 👷‍♂️

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Document Type

Source URL

🌍 Jurisdiction & Basics

Choose country, language, and key legal region for this term sheet.

Country *

Language of the completed document *

State/Province/Region *

City (optional)

🏢 Company & Parties

Details of the company and the parties negotiating the investment.

Company Legal Name *

Company Registration / Incorporation Number (optional)

Company Address *

Founder/CEO Name *

Company Contact Email *

Investor Name / Fund *

Investor Email (optional)

Investor Address (optional)

Term Sheet Date *

Use YYYY-MM-DD.

🧾 Deal Overview

Choose equity or convertible and provide headline deal economics.

Deal Type *

Select the investment structure.

Total Investment Amount (currency) *

Use of Funds (optional)

Target Closing Date (optional)

Background / Purpose (optional)

📈 Equity Terms

Price/valuation, share class, ownership, and investor rights for an equity round.

Round Type *

If 'Other', describe round

Pre‑Money Valuation (currency) *

Post‑Money Valuation (currency) (optional)

Price Per Share (optional)

Securities Issued (e.g., Preferred Shares) *

Option Pool Size / ESOP % (optional)

Liquidation Preference (optional)

Dividends (select if applicable)

Non‑cumulative
Cumulative
At board discretion
Other

Anti‑dilution (optional)

Governance (select)

Board seat for investor
Board observer right
Protective provisions / vetoes
Information rights
Other

Protective Provisions / Reserved Matters (optional)

🧷 Convertible Terms

Cap/discount, interest, maturity, conversion triggers and repayment mechanics.

Instrument Type *

If 'Other', describe instrument

Valuation Cap (currency) (optional)

Discount Rate % (optional)

Most Favored Nation (MFN) (optional)

Interest Rate % (APR) (if note)

Maturity Date (if note) (optional)

Conversion Trigger (next priced round, sale, maturity) (optional)

Qualified Financing Threshold (optional)

Repayment / Redemption Terms (optional)

✅ Closing, Conditions & Signatures

Closing steps, conditions precedent, and signature details.

Conditions Precedent (select)

Due diligence satisfactory
Definitive agreements executed
Board/shareholder approvals
KYC/AML checks complete
Legal opinion (if required)
Other

If 'Other', describe condition

Confidentiality *

Exclusivity / No‑Shop *

If 'Other', exclusivity period/details

Binding Effect *

Costs & Expenses (optional)

Additional Terms (optional)

Attachments (optional)

Drag & Drop Files, Choose Files to Upload You can upload up to 5 files.

Upload any schedules or supporting files.

Acknowledgements (must check all) *

Information is true and correct
I/we understand this is a term sheet and definitive documents may differ
Electronic signatures are valid where permitted

Company Signatory Name (type) *

Company Sign Date *

Investor Signatory Name (type) *

Investor Sign Date *