Developing
Term Sheet

Purpose and Scope:

This course is designed to provide participants with a thorough understanding of developing term sheets, a critical component in the negotiation and finalization of investment deals. Over the course of 4 hours, attendees will learn how to create and interpret term sheets, ensuring they reflect favorable terms and protect stakeholders’ interests.

Duration: 4 hours

Pre-Requisite:

None

Course Contents:

• Introduction to Term Sheets
• Key Components of a Term Sheet
• Valuation and Equity Stakes
• Economic and Control Terms
• Anti-dilution Provisions
• Liquidation Preferences
• Conversion Rights
• Protective Provisions
• Negotiation Strategies
• Case Studies and Practical Exercises

In today’s complex economic and financial landscape, understanding how to develop and negotiate term sheets is essential for entrepreneurs, investors, and financial professionals. This course aims to demystify the term sheet process, providing participants with the knowledge and skills needed to draft and analyze term sheets that align with their strategic objectives. By mastering these concepts, participants can ensure that their interests are protected and that deals are structured to maximize value.

The course addresses the critical need for clear and precise term sheets in a world where investment deals can be intricate and high-stakes. Term sheets serve as the foundation for investment agreements, outlining the key terms and conditions that will govern the relationship between investors and companies. This course provides a deep dive into the various components of term sheets, emphasizing the importance of careful drafting and strategic negotiation.

Moreover, as the global economy continues to evolve, the ability to develop robust term sheets has become increasingly important. Whether navigating venture capital investments, mergers and acquisitions, or strategic partnerships, a well-crafted term sheet is crucial for ensuring favorable outcomes. This course positions itself as an essential resource for anyone involved in deal-making, equipping participants with the expertise to create and negotiate term sheets that support their business goals.

Participants will gain a comprehensive understanding of the components and structure of term sheets, enabling them to draft and negotiate these documents with confidence and precision. They will learn to identify and define key terms, such as valuation, equity stakes, and liquidation preferences, ensuring that term sheets reflect their strategic objectives and protect their interests.

The course also emphasizes practical skills, providing participants with hands-on experience through case studies and exercises. This practical approach ensures that attendees can apply theoretical concepts to real-world scenarios, enhancing their ability to develop effective term sheets. By mastering these techniques, participants will be better prepared to navigate complex negotiations and achieve favorable outcomes.

Additionally, the course covers negotiation strategies, highlighting the importance of balancing economic and control terms to create mutually beneficial agreements. Participants will learn how to negotiate key terms effectively, ensuring that term sheets are structured to support long-term success. Overall, the course equips participants with a comprehensive toolkit for developing and negotiating term sheets, enhancing their ability to create value through well-structured deals.

This course is ideal for students, entrepreneurs, and executives with little or no finance knowledge who are interested in understanding the intricacies of developing and negotiating term sheets. For students, the course offers practical skills that complement their academic knowledge, making them more competitive in the job market and better prepared for careers in finance, investment, and corporate strategy. Understanding term sheets early in their careers provides a significant advantage in various business and finance roles.

Entrepreneurs, particularly those involved in raising capital, forming partnerships, or considering mergers and acquisitions, will find this course invaluable. It equips them with the tools to develop term sheets that align with their strategic objectives and secure favorable terms. By mastering these concepts, entrepreneurs can enhance their negotiation skills, manage risks effectively, and drive business growth through well-structured agreements.

Middle management professionals and executives aiming to transition into roles requiring a deeper understanding of finance and deal-making will also benefit greatly from this course. It provides them with the knowledge to contribute more effectively to strategic planning and financial decision-making within their organizations. For those involved in corporate development, mergers and acquisitions, or strategic partnerships, this course offers essential insights into term sheet development and negotiation, enhancing their ability to identify and evaluate opportunities and structure deals that create value.

The course fee is $115 per person. The fee includes live Zoom sessions and access to recorded sessions for review.

1. Format: Available online to accommodate different learning preferences and logistical needs.
2. Conditions:
   • Prior registration is required to secure a spot in the program.
   • A minimum number of participants is needed to run in-person sessions.
   • Payment details and deadlines to be communicated upon registration.
   • Cancellation and refund policies to be specified in the registration agreement.

1. Setting Expectations: At the beginning of the program, we work with participants to clearly outline their goals and expectations. This involves an initial assessment where we discuss the specific skills and knowledge they hope to gain. By setting these clear expectations, we ensure that our training is aligned with the participants’ and the organization’s objectives from the outset.

2. Ongoing Assessment: Throughout the program, we engage in continuous feedback loops with participants. Regular check-ins, interactive discussions, and formative assessments help us gauge progress and make any necessary adjustments. This ongoing dialogue ensures that the training remains relevant and responsive to participants’ needs.

3. Measuring Achievement: At the conclusion of the program, we conduct a comprehensive evaluation to compare the initial expectations with the outcomes achieved. Participants provide feedback on their learning experience, and we assess the extent to which their goals have been met. This final assessment not only validates the success of the program but also provides valuable insights for future improvements.

Upon successful completion of the course, participants will be awarded a certificate that recognizes their dedication and achievement. This certificate serves as a formal acknowledgment of the skills and knowledge gained throughout the program. It not only highlights the participant’s commitment to professional development but also enhances their credentials within the industry. Our certificates are designed to reflect the rigorous training and comprehensive curriculum that participants have undergone, making them a valuable addition to any professional portfolio.

Issuing certificates also provides tangible evidence of the training’s effectiveness for organizations. It allows employers to verify that their employees have attained the necessary competencies and are equipped to apply their new skills in the workplace. By offering certification, we ensure that both individuals and organizations can confidently showcase their investment in high-quality training and continuous improvement.