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What is a term sheet in startup funding?

WHAT Question

Quick Answer

Term sheet is non-binding document outlining investment terms: Valuation, amount raised, ownership percentage, liquidation preferences, board seats, anti-dilution protection, and investor rights. Negotiated between founder and investor before final legal agreements. Critical to understand—impacts ownership and control.

Detailed Explanation

Term sheet explained: PURPOSE: Summarizes key investment terms before expensive legal work begins. Not legally binding (except exclusivity, confidentiality). Once signed, lawyers draft formal SHA (Shareholders Agreement). KEY TERMS: (1) VALUATION & OWNERSHIP: Pre-money valuation: Company value before investment. Example: ₹20 crore pre-money. Investment amount: ₹5 crore. Post-money valuation: ₹25 crore. Investor ownership: ₹5/₹25 = 20%. (2) LIQUIDATION PREFERENCE: Determines payout order in exit/shutdown. 1x non-participating (standard): Investor gets back investment OR ownership %, whichever is higher. Example: Invested ₹5 crore, company sells for ₹10 crore, owns 20%. Gets ₹5 crore (investment) OR ₹2 crore (20% of ₹10cr), takes ₹5cr. Remaining ₹5cr to founders. 1x participating (investor-friendly): Investor gets investment PLUS ownership %. Example: Gets ₹5cr back + 20% of remaining ₹5cr = ₹6cr total. Founders get ₹4cr. AVOID participating preferences—very founder-unfriendly. (3) ANTI-DILUTION PROTECTION: Protects investors if next round is down round (lower valuation). Full ratchet (investor-friendly): Re-prices earlier shares to new lower price. Weighted average (balanced): Adjusts partially based on round size. Avoid full ratchet—punishes founders heavily in down rounds. (4) BOARD SEATS: Who controls company? Common split: 1 founder seat, 1 investor seat, 1 independent. Founders should maintain board control until later stages. (5) VOTING RIGHTS: What requires investor approval? Standard: Sale of company, new funding rounds, budgets >₹X. Avoid: Giving investors approval over hiring, salaries, product decisions (operational control). (6) VESTING: Founder shares vest over 4 years (25%/year) to ensure commitment. (7) DRAG-ALONG: If majority wants to sell, minority must agree (prevents small shareholders blocking exit). (8) PRO-RATA RIGHTS: Investors can invest in future rounds to maintain ownership %. NEGOTIATION: Valuation matters, but terms matter more. ₹50 crore valuation with bad terms (participating liquidation, full ratchet) < ₹40 crore with standard terms. Red flags: >50% investor ownership in early rounds, Participating liquidation preferences, Founder vesting <4 years with no acceleration, Investors control board, Operational approvals (hiring, spending). Get lawyer to review term sheet before signing!

Real-World Examples

Good term sheet: ₹20cr pre-money, ₹5cr raise, 20% to investor. 1x non-participating liquidation, weighted average anti-dilution, 5-person board (2 founders, 1 investor, 2 independent).

Bad term sheet: ₹10cr pre-money, ₹5cr raise, 33% to investor. 2x participating liquidation, full ratchet, 3-person board (1 founder, 2 investors). Founders lose control, bad economics.

Real example: Startup took ₹5cr at ₹20cr valuation with 2x participating. Company sold for ₹50cr. Investors got: ₹5cr × 2 = ₹10cr + 20% of ₹40cr = ₹18cr. Founders got ₹32cr (should have been ₹40cr with standard terms).

Key Takeaways

  • Term sheet outlines investment terms—valuation, ownership, investor rights
  • Key terms: Liquidation preference (1x non-participating is standard), anti-dilution (weighted average), board control
  • Bad terms can be worse than lower valuation—negotiate carefully
  • Get lawyer to review term sheet before signing
  • Red flags: Participating liquidation, full ratchet, investor board control

Frequently Asked Questions

Is term sheet legally binding?

No (except exclusivity and confidentiality clauses). But once signed, both parties expected to proceed to final SHA. Walking away damages relationship/reputation.

What's a fair liquidation preference?

1x non-participating is standard. Investor gets back investment OR ownership %, whichever is higher. Avoid participating (investor gets both) or >1x multiples.

How long does term sheet negotiation take?

1-2 weeks typical. Valuation negotiated first (2-3 days), then terms (5-10 days). Don't rush—bad terms haunt you forever. Get lawyer involved.

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What is a term sheet in startup funding? - Complete Answer (2025) | startupideasdb.com