A Funding Term Sheet is typically used in the early stages of investment negotiations to document the fundamental terms agreed between investors and a company. It serves as a roadmap for lawyers to draft the full investment documentation and helps prevent misunderstandings between parties. Under English and Welsh law, the document typically precedes the preparation of formal investment agreements and shareholders' agreements. While most provisions in a Funding Term Sheet are non-binding, it demonstrates commitment from all parties and sets expectations for the final documentation.
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1. Introduction: Date, parties involved, and company details
2. Investment Terms: Amount, valuation, and type of securities being issued
3. Use of Proceeds: Intended use of investment funds
4. Key Terms: Voting rights, board composition, and investor protections
5. Conditions Precedent: Conditions that must be met before investment
1. Anti-dilution Provisions: Used when investors require protection against future down rounds
2. EIS/SEIS Provisions: Include when investment qualifies for tax relief schemes
3. Milestone-based Investment: When investment is to be made in tranches based on achievements
1. Cap Table: Pre and post-money shareholding structure
2. Company Information: Key corporate and financial information
3. Warranties List: Preliminary list of warranties to be given
4. Key Terms Summary: Summary of main commercial terms in table format
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