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Agreement

Investment Term Sheet

A term sheet records the principal commercial terms of a proposed investment ahead of definitive agreements.

INVESTMENT TERM SHEET

This Agreement is made on [Date] between [Company] and [Investor]

  1. Parties. This Term Sheet records the proposed investment by [Investor Name], [Address] (the "Investor") into [Company Name] (the "Company").
  2. Recitals. The parties have discussed an equity investment and wish to record the principal terms as a basis for definitive documentation.
  3. Investment & Consideration. The Investor proposes to invest Rs. [Amount] for [__]% equity at a pre-money valuation of Rs. [__], effective [Effective Date].
  4. Instrument. The investment shall be by way of [equity / compulsorily convertible preference shares] of the Company.
  5. Board & Governance. The Investor shall have the right to nominate [__] director(s) and affirmative-vote rights over the reserved matters listed in Schedule I.
  6. Investor Rights & Obligations. The Investor shall enjoy anti-dilution, pre-emptive, information, tag-along and liquidation preference rights as customary.
  7. Conditions. The investment is subject to satisfactory due diligence, definitive agreements and receipt of all regulatory approvals.
  8. Representations & Warranties. The Company shall provide customary business, financial and legal warranties in the definitive agreements.
  9. Confidentiality & Exclusivity. The terms hereof are confidential and the Company grants the Investor exclusivity for [__] days from the date hereof.
  10. Binding Effect. Save for the clauses on Confidentiality, Exclusivity, Costs, Governing Law and Dispute Resolution, this Term Sheet is non-binding.
  11. Term & Termination. This Term Sheet shall lapse if definitive agreements are not executed within [__] days, unless extended in writing.
  12. Governing Law & Jurisdiction. This Term Sheet is governed by the laws of India and subject to the jurisdiction of courts at [City].
  13. Dispute Resolution. Disputes on the binding clauses shall be referred to arbitration under the Arbitration and Conciliation Act, 1996, seated at [City].

IN WITNESS WHEREOF the parties have signed this Term Sheet on the date first written above.

___
For [Company Name]
___
[Investor]
___
Witness 1: [Name & Address]
___
Witness 2: [Name & Address]

Before you use it — fill in / check

  • Company
  • Investor
  • Investment amount/consideration
  • Effective date

How to use this template

  1. Read through and replace every [bracketed] or blank placeholder with your actual details.
  2. Delete any clause that doesn't apply and add anything specific to your situation.
  3. Click Print / Save as PDF to download, or Copy text to paste into your letterhead.
  4. Get it signed / stamped / notarised as required, and keep a copy for your records.

This is a general, editable template for convenience only — not legal advice. For anything material, have a professional review it. TaxClue isn't liable for how it's used.