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Advisorate is a private CA/CS consultancy and is not affiliated with any government body. Business registration services may be accessed directly through MCA (mca.gov.in). We charge a professional fee only for advisory, document preparation, and filing assistance.

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Advisorate Private Limited (CIN: U74999JH2020PTC014906) is a PRIVATE CA/CS professional consultancy firm. We are NOT a government agency, NOT affiliated with any government department, and do NOT directly issue any business registrations, certificates, identifiers, or approvals. Business registration outcomes are issued exclusively by MCA/ROC through MCA (mca.gov.in) and are subject to independent review, timelines, fees, and approval decisions. You can apply directly through mca.gov.in without paying Advisorate's professional fees. Our fees cover professional consultation, document preparation, and filing assistance only, and are entirely separate from any government/statutory fees payable.

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Term Sheet Preparation & Review · Bangalore & Pan-India

Term Sheet Preparation & Review for Startups in India

The term sheet is the negotiation. The SHA is the paperwork. Most founders get this the wrong way around.

Once the term sheet is signed, the SHA is built around its commercial terms, what you negotiate in the term sheet, the SHA inherits. Founders who treat the term sheet as a formality and plan to negotiate properly in the SHA are making an expensive mistake. By the time the SHA is being drafted, the investor's counsel will point to the signed term sheet as the agreed commercial framework and resist any changes to the core economics.

At a glance

CA & CS-led professional support
Investor-ready documentation
Bangalore & pan-India delivery

Advisorate provides professional advisory and documentation support. Term sheet review is a CS-led professional service. Term sheets and their execution have significant legal and commercial consequences, founders should understand every clause before signing.

Advisorate reviews and prepares term sheets for Indian startups, translating every clause into plain language, quantifying the commercial consequences of the specific terms being proposed, identifying what is standard in India's early-stage market in 2026 versus what is aggressive, and advising on where to push back and how.

01

What a term sheet actually is, and what makes it different from the SHA

A term sheet is a preliminary document that sets out the key commercial and legal terms of a proposed investment. Most of its commercial terms are non-binding, they represent the investor's intent and the framework for the definitive agreements that follow, rather than a legally enforceable commitment to invest. However, several clauses within the term sheet are legally binding from the moment it is signed, and these matter enormously in practice.

02

Binding clauses, effective immediately on signing:

The confidentiality clause restricts both parties from disclosing the terms of the discussions and the fact of the investment conversations to unauthorised third parties. Breaching this, for example, by announcing to the press or to employees that you have signed a term sheet, can create liability before the round is closed.

The exclusivity or no-shop clause restricts the company from approaching other investors or entertaining competing offers during the exclusivity period, typically thirty to sixty days. This is the clause that creates the most practical constraint for founders because it locks you into one investor's process while the clock runs on your runway. Negotiating the exclusivity period down, or ensuring it contains carve-outs for investors who were already in active conversations before the term sheet was signed, is one of the most important early negotiation points.

The expense reimbursement clause, where present, may obligate the company to reimburse the investor's legal due diligence costs if the company walks away from the transaction. For large institutional rounds where investor legal costs can be significant, this clause can create meaningful financial exposure if the company decides not to proceed after the term sheet is signed.

The governing law clause specifies which jurisdiction's law governs disputes under the term sheet and, eventually, the definitive agreements. For Indian startups raising from Indian investors, this is typically Indian law with arbitration in Bangalore, Mumbai, or Delhi. For rounds involving foreign investors, the governing law choice has FEMA and tax implications that need to be considered. Learn more about FEMA compliance through our valuation service.

03

Non-binding commercial terms, but they define the SHA:

Everything else, valuation, investment amount, equity percentage, liquidation preference, anti-dilution mechanism, board composition, reserved matters, vesting schedule, information rights, drag-along and tag-along provisions, is typically expressed as non-binding but forms the basis on which the definitive SHA and SSA are drafted. Once the term sheet is signed, the SHA negotiation is a drafting exercise around these agreed commercial terms, not a fresh commercial negotiation. This is why understanding every commercial term before signing the term sheet is more important than any subsequent SHA review.

The pre-money valuation trap, why your effective valuation is lower than the headline number

This is the most commonly misunderstood calculation in Indian startup term sheets, and it has an eight to fifteen percentage point impact on founder ownership in most early-stage deals.

04

The ESOP pool pre-money trap:

Term sheets typically specify a pre-money valuation and an ESOP pool as a percentage of the post-money fully diluted capital. The trap is in the sequencing: the ESOP pool is created before the investment is priced, which means the dilution from the ESOP pool falls entirely on the founders, not on the new investor.

Here is how it works in numbers. Suppose a term sheet offers ₹10 crore pre-money valuation and a 10% ESOP pool on a post-money fully diluted basis, with a ₹2 crore investment. Before the ESOP pool is created, the founders own 100% of the company worth ₹10 crore. The ESOP pool is then created, diluting the founders to 90% of ₹10 crore, the effective pre-money valuation from the founders' perspective is now ₹9 crore, not ₹10 crore. The investor then invests ₹2 crore on a post-money of ₹12 crore and receives 16.67% (₹2 crore divided by ₹12 crore). The founders, after both the ESOP dilution and the investor dilution, own approximately 73.3%, not the 83.3% they would have owned if the ESOP pool had been created after the investment.

The investor's effective pre-money valuation is ₹10 crore. The founders' effective pre-money valuation is ₹9 crore because they bear the full ESOP dilution. When negotiating the term sheet, founders should either negotiate a larger pre-money valuation that accounts for the ESOP creation, or negotiate that only the incremental ESOP pool, the options that will actually be granted in the next twelve to eighteen months, is created pre-money, with the balance created in subsequent rounds when the dilution is shared with all shareholders. Learn more about our ESOP design and management service and cap table management which models this dilution precisely.

05

The clause-by-clause term sheet review, what we examine and what we flag

When Advisorate reviews a term sheet on behalf of a founder, we work through every clause in the following sequence, quantifying the commercial consequence of each provision before advising on the negotiation position.

Economic terms

Pre-money valuation and investment amount

We verify that the pre-money valuation in the term sheet is consistent with the valuation report prepared under the appropriate methodology for the round, particularly for FEMA-compliant rounds involving foreign investors where the issue price must be at or above Fair Market Value. We also confirm that the post-money valuation, the equity percentage being issued, and the per-share subscription price are all internally consistent and correctly calculated given the current fully diluted cap table. Learn more about our valuation service.

Instrument type, equity shares versus CCPS versus iSAFE

Indian term sheets offer investment in equity shares, Compulsorily Convertible Preference Shares (CCPS), or increasingly in iSAFEs (India-adapted Simple Agreements for Future Equity). Each has different implications for the cap table, for voting rights before conversion, for dividend rights, and for exit waterfall treatment. CCPS is the most common instrument in structured Indian seed and Series A rounds, it allows investor preference on liquidation to be structurally separated from the common equity. We explain the specific implications of the proposed instrument for your cap table and governance before the term sheet is signed.

ESOP pool size and timing As discussed above, the sequencing of the ESOP pool creation relative to the investment pricing has a direct and quantifiable impact on founder dilution. We model this specifically and advise on whether to push for the ESOP pool to be created post-money rather than pre-money, or to negotiate a reduced pre-money ESOP pool with the balance created in future rounds.

Liquidation preference structure

We model the specific liquidation preference structure being proposed, 1x non-participating, 1x participating, 2x participating, or capped participating, across a range of exit scenarios to show founders exactly what they receive under different exit valuations. As of May 2026, 1x non-participating remains the standard structure for clean rounds in India, but 2x participating has reappeared in a meaningful minority of Series A term sheets, particularly with hedge-fund-flavoured crossover investors. We flag any structure other than 1x non-participating, model the specific exit scenario consequences, and advise on negotiation. Learn more about liquidation preference on our SHA drafting page.

Anti-dilution mechanism We identify whether the term sheet proposes broad-based weighted average anti-dilution or full ratchet anti-dilution. Full ratchet is never appropriate in a well-balanced Indian early-stage deal, we flag it and recommend negotiating to broad-based weighted average as a non-negotiable position. We also model the specific dilution consequences under a hypothetical down round at the proposed mechanism to show founders what the difference means in practice.

Governance terms

Board composition

We review the proposed board structure, the number of investor director seats, whether the investor receives an observer right in addition to a board seat, the independent director appointment process and whether the independent director is truly independent or investor-nominated in substance, and the thresholds at which the investor receives additional governance rights. Typical post-seed structure in India: two founder directors, one investor director, and one independent director who is mutually agreed. Typical post-Series A: two founders, one investor, one independent. We flag any structure that gives investors board parity or majority at seed or early Series A stage as disproportionate to the investment.

Reserved matters

We review the proposed reserved matters list carefully against the company's actual operational needs. A reserved matters list that includes decisions below ₹25 to ₹50 lakhs, hiring decisions below senior management level, or routine operational changes can create an operational veto that paralyses the company's ability to move quickly. We push for reserved matters to cover only genuinely material corporate actions, new equity issuances that dilute existing shareholders, material acquisitions or disposals, borrowings above a defined threshold relevant to company size, related party transactions, changes to the constitutional documents, and changes to the core business scope.

Pro-rata rights and super pro-rata rights Pro-rata rights give the investor the right to participate in future funding rounds to maintain their ownership percentage. This is generally acceptable and provides investors with the ability to avoid dilution in future rounds. Super pro-rata rights give the investor the right to take a larger share of a future round than their current ownership percentage, potentially crowding out new investors who are essential for the business at that stage. We flag super pro-rata provisions and advise on whether to accept them and at what threshold.

Pay-to-play provisions Pay-to-play clauses require existing investors to participate in future rounds to maintain their anti-dilution protections and governance rights, investors who decline to follow on are penalised by having their preferred shares converted to common or by losing their anti-dilution protection. These provisions are becoming more common in Indian term sheets in 2026 as investors seek to ensure existing shareholders contribute to future rounds rather than free-riding on new investor capital. For founders, pay-to-play provisions are generally positive, they incentivise investors to support future rounds. We advise on the specific structure of pay-to-play provisions and whether the penalties for non-participation are proportionate.

Founder obligation terms

Founder vesting and lock-in

We review the proposed vesting schedule, duration, cliff period, and acceleration provisions, and the good-leaver versus bad-leaver definitions that determine what proportion of unvested shares a departing founder retains and at what price the company can buy back unvested shares. The critical negotiation points are ensuring that good-leaver provisions are broad enough to cover genuine life circumstances, that the buyback price for unvested shares on a bad-leaver event is not set at face value when Fair Market Value would be more appropriate, and that acceleration on acquisition, single-trigger or double-trigger, is appropriately structured. Learn more about vesting provisions on our SHA drafting page.

Non-compete and non-solicit provisions

Founders are typically required to commit to non-compete restrictions during their tenure as shareholders and for a period after exit. Under Section 27 of the Indian Contract Act, 1872, restraints of trade are generally not enforceable in India to the extent they restrict a person from earning a livelihood. Indian courts have consistently held that post-employment non-competes are difficult to enforce. Restrictions operative during the period of shareholding or employment are more readily enforceable than post-exit restrictions. We review non-compete provisions and ensure they are drafted within the framework that Indian courts have held to be enforceable, restrictions that are reasonable in scope, geography, and duration relative to the investor's legitimate protection interest.

Time commitment obligations Some term sheets include provisions requiring founders to devote their full professional time and attention to the company. While this is standard and expected, founders who have other commitments, advisory roles, academic positions, or ongoing consulting engagements, need to ensure these are disclosed and carved out explicitly in the term sheet before signing rather than discovering post-signing that they are technically in breach.

Exit and transfer terms

Drag-along provisions

We review the threshold at which drag-along is triggered, the percentage of shareholders that must consent to drag the remaining shareholders into a sale, and whether independent founder consent is required in addition to the percentage threshold. A drag-along provision triggered at 51% of all shareholders gives the investor significant ability to force an exit the founder might not accept. A threshold of 75% with a specific founder consent requirement gives founders much more protection. We negotiate drag-along thresholds upward wherever possible and push for founder consent to be a separate independent condition rather than subsumed within the percentage threshold.

Tag-along provisions

We confirm that founders have tag-along rights in any investor-initiated secondary sale, the right to sell their shares alongside the investor on the same terms, and that the trigger and mechanics are correctly specified.

Exit rights and put options Some term sheets include investor put options that require the company or founders to buy back the investor's shares after a specified period if an exit has not occurred, a provision sometimes called a redemption right. These provisions can create significant financial obligations for founders personally. We flag any put option or redemption right provision and advise on the appropriate scope limitation, including ensuring that any personal founder obligation is explicitly capped at a level founders can actually satisfy.

Procedural terms

Exclusivity period

We advise on the length of the exclusivity period, typically thirty to sixty days, and ensure carve-outs exist for investors who were already in active conversations before the term sheet was signed. An exclusivity period without carve-outs can mean that a founder who was speaking to three investors simultaneously is forced to suspend two of those conversations immediately on signing one term sheet, even if the other conversations were further advanced.

Due diligence scope Some term sheets specify the scope of due diligence the investor intends to conduct. Understanding this scope in advance helps founders prepare the data room appropriately rather than discovering mid-process that the investor intends to conduct a more extensive review than anticipated. Learn more about our financial due diligence preparation service and legal due diligence support.

Investor legal cost reimbursement Term sheets routinely include a provision requiring the company to reimburse the investor's legal costs up to a specified cap. This is market standard and should be budgeted for. At angel and early seed stage, this is typically ₹1 to ₹3 lakhs. At Series A with institutional investors and their external legal counsel, this can be ₹5 to ₹15 lakhs. We advise on what is reasonable for the stage and round size.

What is standard in

Indian term sheets in 2026, and what is aggressive

This section matters because the negotiation position you take depends on knowing what the market looks like right now, not what it looked like in 2021 or 2022. The Indian early-stage term sheet market has changed meaningfully since the funding correction.

What is standard and reasonable at seed stage in India in 2026: 1x non-participating liquidation preference. Broad-based weighted average anti-dilution. Four-year founder vesting with a one-year cliff. One investor board seat at seed, with an independent director mutually agreed. Reserved matters covering genuinely material corporate actions above ₹25 to ₹50 lakhs. Information rights including monthly management accounts and quarterly board reporting. Pro-rata rights for the investor to maintain their percentage in future rounds. ROFR on any secondary share transfers. Thirty to forty-five day exclusivity period. Investor legal cost reimbursement up to ₹2 to ₹3 lakhs.

What has appeared in a minority of term sheets and is worth pushing back on: 2x participating liquidation preference, reappearing in some Series A term sheets in 2026, particularly from hedge-fund-flavoured crossover investors. Full ratchet anti-dilution, never standard, always worth rejecting. Super pro-rata rights, acceptable in limited circumstances, worth negotiating the threshold. ESOP pool created entirely pre-money, worth negotiating to reduce the pre-money pool to options planned to be granted in the next twelve to eighteen months. Reserved matters lists covering decisions below ₹5 to ₹10 lakhs, too granular for early-stage companies. Reverse-flip representations, becoming more common in 2026 as investors require representations on FEMA compliance history and capital gains tax exposure on prior entity restructurings.

When Advisorate prepares a term sheet on your behalf

The service runs in both directions, we review term sheets that investors issue to founders, and we prepare term sheets on behalf of founders making an offer to investors.

Preparing a term sheet from the founder's side is relevant in two situations. First, when a founder is approaching an individual angel investor or a small investor group who does not have their own legal team and expects the company to drive the documentation process. Second, when a founder wants to establish the commercial framework before the investor's counsel takes over the drafting, which gives the founder's preferred terms as the baseline rather than the investor's.

A founder-side term sheet we prepare covers all the same elements as an investor-issued term sheet but structured to reflect founder preferences, a higher ESOP pool creation threshold pre-money, 1x non-participating preference stated as the proposed structure, broad-based weighted average anti-dilution, founder consent as an independent requirement for drag-along, a two-year vesting cliff rather than one year, and reserved matters calibrated to genuinely material decisions rather than routine operational ones. The investor then responds with their proposed changes, and the negotiation proceeds from a founder-protective baseline rather than an investor-protective one.

How our term sheet review process works

1

Initial review and clause annotation (two to three working days) We read the term sheet in full and produce an annotated version that explains each clause in plain language, identifies the commercial consequence of the specific terms being proposed, and flags any provisions that are aggressive relative to Indian market standards at your stage. This annotated document becomes your working reference for the negotiation.

2

Commercial consequence modelling For the quantitatively important clauses, pre-money valuation versus effective valuation after ESOP pool, dilution under the proposed anti-dilution mechanism in a down round scenario, exit waterfall under the proposed liquidation preference structure across different exit valuations, we build a simple model showing founders the specific numbers rather than the abstract concept. Learn more about our financial modelling service.

3

Negotiation strategy session We discuss the review findings with the founders, identifying which provisions to push back on, which to accept, and how to sequence the negotiation to preserve the relationship with the investor while protecting founder interests. We advise on what is genuinely market-standard versus what is aggressive, and on where investors are typically willing to move versus where they typically hold firm.

4

Redline and counter-proposal Where founders decide to push back on specific provisions, we prepare a marked-up version of the term sheet with the proposed founder changes and the rationale for each change, so that the response to the investor is structured and professional rather than a list of verbal objections.

5

Transition to SHA and SSA drafting Once the term sheet is agreed and signed, we use it as the basis for the SHA and SSA drafting engagement, ensuring that the definitive documents accurately encode the commercial terms agreed in the term sheet and do not introduce new provisions that were not in the agreed framework. Learn more about our SHA and SSA drafting service.

Related Services

What founders often need alongside this

01

SHA & SSA Documentation

The term sheet is the commercial framework. The SHA and SSA are the legal documents that encode it. Once the term sheet is agreed and signed, we move directly into SHA and SSA drafting, using the term sheet as the brief. Engaging us at the term sheet stage means the transition to definitive documents is seamless and the commercial terms you negotiated are accurately reflected in the documents.

View service
02

Startup Valuation Services

The pre-money valuation in the term sheet must be supported by a professionally prepared CA-certified valuation report, particularly for FEMA-compliant rounds involving foreign investors. The valuation report also provides the basis for the SSA's per-share subscription price. We review whether the proposed term sheet valuation is consistent with what a formal valuation report would support before the term sheet is signed.

View service
03

Cap Table Management

The commercial consequence modelling we do as part of term sheet review, ESOP pool dilution, post-investment ownership percentages, exit waterfall at various valuations, requires an accurate, fully reconciled cap table as the starting point. We build and maintain cap tables alongside term sheet review engagements so the modelling is accurate from current data.

View service
04

Financial Modelling & Projections

The exit waterfall model we build as part of the term sheet review, showing what founders receive under different exit valuations under the proposed liquidation preference structure, is built from the same financial model used for the DCF valuation. The consistency between the two documents ensures the exit scenario modelling is grounded in the same financial assumptions as the valuation.

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05

Financial Due Diligence Support

Once the term sheet is signed and the exclusivity period begins, the investor will initiate due diligence. Having your financial records, data room, and management accounts ready before the exclusivity period begins, rather than scrambling to produce them after the term sheet is signed, is one of the most effective things founders can do to maintain momentum and negotiating position through the due diligence process.

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06

Post-Round Compliance Support

After the SHA and SSA are executed and the investment closes, statutory MCA filings and RBI filings for foreign investor rounds must be completed within specified deadlines. We handle these as part of our post-round compliance support to ensure nothing is missed in the period immediately after closing.

Included in advisory scope
FAQ

Questions founders ask us

Can I walk away from a term sheet after signing?
You can walk away from most of the commercial terms, they are non-binding. However, you cannot walk away from the confidentiality obligation, and you cannot approach other investors during the exclusivity period without being in breach of the binding exclusivity clause. If you walk away after signing, you may also owe the investor's due diligence costs under the expense reimbursement clause if one was included. Practically, walking away from a signed term sheet has significant reputational consequences in India's startup ecosystem where investor and founder communities overlap considerably. Before signing a term sheet you are not comfortable with, the right move is to negotiate the terms rather than sign and then walk away.
What is the difference between pre-money and post-money valuation?
Pre-money valuation is the value of the company before the new investment is added. Post-money valuation is pre-money plus the new investment. A ₹10 crore pre-money valuation with a ₹2 crore investment produces a ₹12 crore post-money valuation, with the investor owning 16.67% (₹2 crore divided by ₹12 crore) and the existing shareholders owning 83.33%.
What is an iSAFE and when is it used in India?
An iSAFE is an India-adapted version of the SAFE (Simple Agreement for Future Equity) instrument popularised by Y Combinator for US startups. 100X.VC popularised the iSAFE in India, and the instrument has been widely adopted for pre-seed and early angel rounds where setting a priced valuation is premature. An iSAFE gives the investor the right to convert their investment into equity at a future priced round, typically at a discount to the next round price or with a valuation cap that protects the investor if the next round is at a very high valuation.
What is a no-shop or exclusivity clause and how long should it be?
A no-shop or exclusivity clause is the binding provision in the term sheet that restricts the company from approaching other investors or entertaining competing investment offers during the due diligence and definitive agreement negotiation period. It gives the investor a protected window to complete due diligence and negotiate the SHA without the risk that the company signs a competing term sheet with another investor.
What happens if the investor tries to renegotiate terms after the term sheet is signed?
This happens. An investor who signs a term sheet and then tries to reduce the valuation or change governance terms during due diligence, using information discovered in due diligence as the justification, is engaged in what founders sometimes call a "re-trade." While the commercial terms are technically non-binding, systematically re-trading on a signed term sheet is considered poor practice in India's startup community and can damage the investor's reputation. Founders facing a re-trade need to assess whether the investor's concerns are genuine and material, in which case a reasonable renegotiation may be appropriate, or tactical, in which case holding firm and potentially walking away from the deal is the right response. Having clear documentation of what was agreed in the term sheet and a qualified advisor supporting the negotiation significantly improves the founder's position in a re-trade situation. Contact us for support in this situation.
Do I need a lawyer to review my term sheet or is a CS firm sufficient?
A Company Secretary firm can review and advise on the commercial and corporate governance terms of a term sheet, valuation, dilution, board structure, reserved matters, vesting, anti-dilution, and exit provisions, which constitute the majority of what matters for most founders at angel and seed stage. For more complex situations, large institutional rounds, foreign investor structures, cross-border transactions, or term sheets with unusual provisions that have litigation risk, engaging a practising advocate alongside the CS review is advisable.

Ready to have your term sheet reviewed?

Share your term sheet with us, in whatever state it is in, and we will review it, annotate it, model the commercial consequences, and advise on the negotiation. The earlier you engage us in the process, ideally before you respond to the investor at all, the more effectively we can support the negotiation.

Call +91 74610 71224 · support@advisorate.in

Advisorate Private Limited (CIN: U74999JH2020PTC014906) is a private professional consultancy firm. Term sheet review and preparation is a CS-led professional service. Term sheets have significant legal and commercial consequences, founders should understand every clause before signing. For transactions involving complex legal disputes, regulatory enforcement, or cross-border structures that require legal advice in the strict sense, Advisorate recommends engagement of a practising advocate alongside our CS review.