Intermediate

Building a Term Sheet Negotiation Checklist and Tracker

A hands-on course for the people who actually sit across the table when an Indian company raises money or takes a strategic investment: growth-stage founders, CFOs and treasury teams, and corporate strategy and BD teams. Starts by breaking an Indian term sheet into its economic, control and regulatory terms, including CCPS structures, FEMA pricing rules and the clauses that survive into the shareholders' agreement. Then builds two working tools in Google Sheets or Excel: a negotiation checklist that records the market standard, your position and your walk-away point for every clause, and a tracker that logs redlines, owners, status and conditions precedent across every draft. Closes with how to sequence concessions, manage multiple investors, carry the tracker through the SHA and SSA, and turn it into a post-closing compliance calendar.

Term SheetsNegotiationLiquidation PreferenceAnti-DilutionInvestor RightsCCPSFEMADeal TrackersGoogle Sheets
MODULES
5
DURATION
4 Hours
TRACK
Corporate Finance

What You'll Master

How to read an Indian term sheet clause by clause and separate economic terms from control terms
How to build a negotiation checklist with market standard, target position and walk-away point for every clause
How to model liquidation preference and anti-dilution outcomes in a spreadsheet before you agree to them
How to build a redline and status tracker that stays accurate across multiple drafts and multiple investors
How to carry negotiated terms through the SHA, SSA and conditions precedent into a post-closing compliance calendar
Access Level
LEARNER
Everything included
Full Text Playbooks
Actionable Exercises
Mobile Reading Mode
Lifetime Updates

Curriculum Breakdown