πŸ“ƒ Investment Agreement Term Sheet

About this category

This term sheets sets out the Heads of Terms that have been agreed between Founder and investor and will form the basis on which the Investment Agreement is drafted.

πŸ“ƒ Investment Agreement Term Sheet

templates

Term Sheet (Atlassian)

This comprehensive term sheet, drafted by Atlassian and customisable on the Genie AI platform, aims to remove confusion surrounding the M&A process, particularly for founders who are selling a company for the first time. It contains explanations of key terms to aid transparency and a fair agreement.

By moving away from one-sided, buyer-favourable terms, this term sheet may reduce friction and avoid lengthy negotiations.

Some of the major terms to pay attention to are: purchase price, founders’ roles, stock vs. cash consideration, retention equity, indemnification, escrow and risk allocation.

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Publisher

Atlassian

Jurisdiction

Delaware

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Term Sheet (Founder friendly) (MBM Commercial)

This is a lightweight but typical term sheet that a venture capital investor would give to a company or founder when investing in their company. This term sheet is typical of a pre-seed or seed investment round, and also includes a draft cap table in the schedule. The template is drafted to be founder friendly.

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Term Sheet (Investor friendly) (MBM Commercial)

This is a lightweight but typical term sheet that a venture capital investor would give to a company or founder when investing in their company. This term sheet is typical of a pre-seed or seed investment round, and also includes a draft cap table in the schedule. The template is drafted to be investor friendly.

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Standard Series A Term Sheet (YC)

This is a standard, easy and fast term sheet, drafted by YC and customisable live on the Genie AI platform. Series A documents set the precedent for the terms of future rounds. For this reason you want to keep things simple early on, as complexity can creep in with each round. If you begin with complex terms, you will invariably make future rounds more complicated which might result in some investors dropping out.

Y Combinator have seen hundreds of term sheets and they therefore know what 'good' looks like. Founders, especially if it is their first company, do not. YC created this term sheet as an attempt to standardise terms and use plain english rather than legalese to alleviate this common disadvantage faced by founders.

The clauses and legal terms around company structure, board composition and operational control are particularly important to keep balanced and standardised.

Investors might manifest their desire to reduce downside risk or boost upside potential through the use of dirty terms, pushing you to sell against your wishes or controlling how much risk you take on in pursuit of a new potential strategy or pivot.

This template is intended to be customised with your own requirements, so you can cover the specifics of your standard needs. It will also allow you to fully customise it to your own specifications as you deem fit.

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Seed Investment Term Sheet (Genie AI)

This is our (Genie AI)'s seed investment term sheet. Ultimately it is a very standard term sheet, so we hope you find it useful!

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Model Term Sheet for a Series A Round (BVCA)

This model term sheet for Series A round has been drafted by BVCA for companies anticipating a significant investment made either in part or whole by fund investors.

The term sheet, for early stage venture capital investment, has been revised and re-launched by BVCA following a review involving their Venture Capital and Legal committees. The aim is to provide industry-standard legal documentation to allow entrepreneurs and investors to save time and money when negotiating a deal.

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3 Business lawyers who might be able to help

Thomson Snell & Passmore

Corporate law firm

01892 510000

Administration

Data Protection

Finance

Intellectual Property

Investment

Hansells Solicitors | Sheringham

Corporate law firm

01263 822176

Administration

Data Protection

Finance

Intellectual Property

Investment

Green Wright Chalton Annis Solicitors

Corporate law firm

01903 881122

Administration

Data Protection

Finance

Intellectual Property

Investment