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30 SEPTax Audit Report · Form 3CA/3CB · AY 2026-27in 5 days 7 OCTTDS / TCS deposit · Deducted in Sep 2026in 12 days 11 OCTGSTR-1 · Outward supplies · Sep 2026in 16 days 15 OCTPF & ESI · Contributions · Sep 2026in 20 days 20 OCTGSTR-3B · Summary return · Sep 2026in 25 days 30 OCTAOC-4 · Financial statements · FY 2025-26in 35 days 31 OCTITR filing · Audit cases · AY 2026-27in 36 days 29 NOVMGT-7 / 7A · Annual return · FY 2025-26in 65 days

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Template

Investment Term Sheet Template

A concise term sheet format capturing valuation, investment amount, equity and standard investor rights for an equity round.

INVESTMENT TERM SHEET

Non-binding · Company: [Business Name] Pvt. Ltd. · Date: [DD/MM/YYYY]

Key Terms

Term	Details
Investor	[Investor / Fund name]
Investment amount	Rs. [1,00,00,000]
Pre-money valuation	Rs. [4,00,00,000]
Post-money valuation	Rs. [5,00,00,000]
Equity stake	[20]%
Instrument	[CCPS / Equity shares]
Liquidation preference	[1x non-participating]
Anti-dilution	[Broad-based weighted average]
Board seats	[1 investor nominee]
ESOP pool	[10]% (pre-money)

Investor Rights

Information rights, pro-rata rights, tag-along / drag-along, and standard reserved matters as per the definitive Shareholders’ Agreement.

Conditions Precedent

Satisfactory due diligence, board and shareholder approvals, and execution of SSA/SHA.

Exclusivity & Validity

Exclusivity: [45] days. This term sheet is non-binding except for confidentiality, exclusivity and governing-law clauses.

How to use: A term sheet sets out headline terms before definitive agreements; always have SSA/SHA drafted and reviewed by counsel.

Before you use it — fill in / check

Business name
Period
Detail
Date

How to use this template

Read through and replace every [bracketed] or blank placeholder with your actual details.
Delete any clause that doesn't apply and add anything specific to your situation.
Click Print / Save as PDF to download, or Copy text to paste into your letterhead.
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.