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Document template · generic.legal.term_sheet

Investment Term Sheet

  • Render-verified
  • Legal-sensitive
  • Version 1.0.0

Investment term sheet — non-binding summary of the principal terms of a proposed equity or quasi-equity investment round, used to frame drafting of the SHA/SPA. Selected provisions (exclusivity, costs, confidentiality, law) are typically expressly binding.

JSON Schema

Fields in this template

Data sent to the API is validated against the template’s JSON Schema before anything is rendered. This template defines 36 fields:

Field Required Type Description
reference Optional string
date Optional date
company Required object
company.legal_name Required string
company.address Required string
company.registration_number Required string
company.website Optional string
investors Required array of object
investors[].name Required string
investors[].type Required enum
investors[].proposed_investment Required number
investors[].currency Required string
pre_money_valuation Required number
post_money_valuation Required number
instrument Required enum
key_terms Required object
key_terms.liquidation_preference Required string E.g. '1x non-participating, pari passu across preferred', or the notation used in the LP tranche.
key_terms.dividend Required string
key_terms.anti_dilution Required string E.g. 'Broad-based weighted-average', 'Full ratchet', 'None'.
key_terms.board_composition Required string
key_terms.protective_provisions Required array of string
key_terms.pre_emption Required string
key_terms.drag_along Required string
key_terms.tag_along Required string
closing_target Required date
conditions_precedent Required array of string
exclusivity_days Required integer
expenses_handling Required string Typically each party bears own costs until signing, with the Company assuming investor legal costs on closing up to a cap.
binding_provisions Required array of string
non_binding_disclaimer Required string

+6 more fields — the full JSON Schema is available in the dashboard and via the API.

POST /render

Generate it

One POST /render call: send your JSON, get the finished PDF back. Or skip the JSON entirely and describe the document in plain language on chut.app.

curl
curl -X POST https://api.papii.eu/render \
  -H "X-API-Key: YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "template": "generic.legal.term_sheet",
    "data": { ... },
    "options": {"language": "en"}
  }' -o term-sheet.pdf

Frequently asked questions

What is “Investment Term Sheet”?

Investment term sheet — non-binding summary of the principal terms of a proposed equity or quasi-equity investment round, used to frame drafting of the SHA/SPA. Selected provisions (exclusivity, costs, confidentiality, law) are typically expressly binding. On papii this document is available as template generic.legal.term_sheet: a JSON Schema plus a deterministic PDF renderer, so the same data always produces the same document.

Can I generate a Investment Term Sheet with AI?

Yes. chut.app — the AI back office papii powers — fills this template from a plain-language description: you describe the document in one sentence, the AI structures the data, papii validates it against the schema and renders the PDF. Developers can also call the papii API directly with structured JSON.

Is the Investment Term Sheet template legally compliant?

This template is render-verified: its schema, sample data and PDF output are automatically tested on every release. It is published with status “ready”, meaning it has not yet been through papii’s final legal review. Where it references specific legislation, that is stated in the template description — always have a professional check documents with legal effect before relying on them.