Term Sheet

Template Overview

Template ID: term-sheet
Version: 2.0.0

To generate this document, pass the structured data described below into the data property of the /api/v1/documents/generate endpoint.

Data Payload Schema

Field	Type	Requirement	Description & Details
`mainClient`	`boolean`	No	Is your company the target company in this term sheet? Select "Yes" if this term sheet is for an investment in your company. Select "no" if your company is the investor.
`isCompany`	`boolean`	No	Is the Investor an entity? A party is an entity if it is anything other than an individual Ex: Company, Business name, NGO
`rcName`	`string`	Conditional	Entity Name Required if `isCompany` is `true`.
`firstName`	`string`	Conditional	Firstname Required if `isCompany` is `false`.
`lastName`	`string`	Conditional	Lastname Required if `isCompany` is `false`.
`targetRcName`	`string`	Conditional	Target Company Name Required if `mainClient` is `false`.
`targetAddress`	`string`	Conditional	Address of Target Company Required if `mainClient` is `false`.
`business`	`string`	Conditional	What is the business of the target company? Ex: the buying and selling of US Stocks Required if `mainClient` is `false`.
`currency`	`string`	No	What is the currency for the investment? Options: `"$"`, `"₦"`, `"ZAR"`, `"£"`, `"Other"`
`customCurrency`	`string`	Conditional	Insert the appropriate currency Required if `currency` is `"Other"`.
`investmentAmount`	`number`	No	What is the Investment Amount? Ex: 100,000
`shareType`	`string`	No	What types of shares will the Investor receive? Options: `"Ordinary Shares"`, `"Preference Shares"`
`preMoneyValuation`	`number`	No	What is the Pre-Money Valuation of the Company? This is the agreed valuation of the company prior to injection of the investment. Ex: 5,000,000
`postMoneyValuation`	`number`	No	What is the Post-Money Valuation of the Company? This is the agreed valuation of the company following the investment. Ex: 5,000,000
`currency2`	`string`	No	What is the currency for the share capital of the company? Options: `"$"`, `"₦"`, `"ZAR"`, `"£"`, `"Other"`
`customCurrency2`	`string`	Conditional	Insert the appropriate currency Required if `currency` is `"Other"`.
`totalIssuedShareCapital`	`number`	No	What is the Company’s total issued share capital? These are the total number of shares that have been issued to shareholders. Ex: 10000000
`pricePerShare`	`number`	No	What is the price per share for each share in the Company?
`additionalRights`	`array of strings`	No	These are rights that the investor will have as a shareholder in the company.Ex: the right to audited financials of every financial year.
`dispute`	`boolean`	No	Governing law and Dispute resolution Courts are typically slower and cheaper. While arbitration is a generally faster but more expensive dispute resolution process.. Values: `true` (By Arbitration), `false` (By the court).
`governingLaw`	`string`	No	What is the governing law? Must be a valid value from the Supported Countries list.

Example JSON Payload

Here is an example of a properly formatted data object for the Term Sheet template.

{
  "templateId": "term-sheet",
  "data": {
    "mainClient": true,
    "isCompany": true,
    "rcName": "Acme Corp",
    "currency": "$",
    "investmentAmount": 100000,
    "shareType": "Ordinary Shares",
    "preMoneyValuation": 5000000,
    "postMoneyValuation": 5000000,
    "currency2": "$",
    "totalIssuedShareCapital": 10000000,
    "pricePerShare": 100000,
    "additionalRights": [
      "Sample Additional Rights"
    ],
    "dispute": true,
    "governingLaw": "Nigeria"
  },
  "format": "pdf"
}