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Fundraising & equity

Term sheet

A term sheet is a short, mostly non-binding document that lays out the key terms of a proposed investment, valuation, amount raised, liquidation preference, board seats, and investor protections, before lawyers draft the final deal.

Updated July 2026

Key takeaways

  1. A term sheet is a short, mostly non-binding document that lays out the key terms of a proposed investment, valuation, amount raised, liquidation preference, board seats, and investor protections, before lawyers draft the final deal.
  2. Most economic and control terms get decided at the term-sheet stage, not in the final paperwork, so what you accept here shapes ownership and governance for years.

What is term sheet?

A term sheet is a short, mostly non-binding document that lays out the key terms of a proposed investment, valuation, amount raised, liquidation preference, board seats, and investor protections, before lawyers draft the final deal. Signing it signals serious intent and sets the framework both sides negotiate the definitive agreements against.

Worked example

A Series A term sheet might propose $8M at a $32M post-money valuation, a 1x non-participating liquidation preference, and one investor board seat.

Why it matters for fast-growing companies

Most economic and control terms get decided at the term-sheet stage, not in the final paperwork, so what you accept here shapes ownership and governance for years. The valuation grabs attention, but preferences, pro-rata rights, and board composition often matter more. Have a CFO or lawyer pressure-test every clause before signing.

Frequently asked questions

Is a term sheet legally binding?+
Mostly no. Economic terms like valuation and the amount are typically non-binding until definitive agreements are signed. But a few clauses usually are binding, exclusivity (no-shop), confidentiality, and sometimes who pays legal fees. Read carefully, because a no-shop clause can lock you out of other offers for weeks.
What terms matter most on a term sheet?+
Beyond valuation, watch the liquidation preference (1x non-participating is founder-friendly), option pool size and whether it's carved from pre-money, board composition, pro-rata and anti-dilution rights, and protective provisions. These control-and-economics terms often affect your outcome more than the headline price does.

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