What is the difference between a term sheet and an SHA?

Term sheets are often less complicated than some other legally enforceable agreements and is not a binding Shareholder contract. Without including all of the small details mentioned in a contract, a term sheet concentrates on the most important components of a business. 

The longer, legally-binding agreements contain the more complex elements. The agreed-upon terms and conditions may alter in several ways. The majority of startups make mistakes here. They consider the words on the term sheet to be final and legally binding.

difference between a term sheet and an SHA

What is meant by a Term Sheet?

Any business partnership can employ a term sheet as a pre-contractual agreement. During finance rounds for businesses, term sheets are frequently used to lay down some basic terms amongst co-founders and possible investors.

To reduce the possibility of a future misconception and lay the groundwork for signing a legally binding document, this Term Sheet would outline the key elements of the deal between founders and investors.

The term sheet doesn’t have to be a sophisticated agreement, and if it’s not meant to be enforceable by law, it gives both the shareholders and the founders a way out if a common decision of no cooperation commences between the team members.

What is a Shareholder Agreement (SHA)?

An agreement between stockholders and a company’s directors that controls commercial transactions and their relationship is known as a shareholders agreement. It should specify each shareholder’s special rights, duties, and commitments while safeguarding their interests in light of their unique situation. It is the main document that establishes the relationship between the firm and each shareholder make money and the connection among the shareholders. The basic difference between a term sheet and SHA is that the former need not be necessarily legally binding. In the case of the latter, generally, it is legally binding.

An SHA is an agreement that helps in holding the interaction between the company and the shareholders. SHA is a widespread and prominent type of tool which manages the connection between the shareholders entering into such an SHA. It lays out the shareholders’ rights, responsibilities, and liabilities.

When Are They Required?

SHAs may be employed in various situations, like when establishing a joint venture business to define the connection between the parties and outline their rights and duties, when entering into another strategic alliance agreement, or when raising venture capital or private funding. 

When prospective investors are given shares in your company, a shareholder agreement is beneficial. After both parties have finished their due diligence, a draft of the contract should be made.

Given that it contains the important terms of the agreement, a term sheet aids in this process. Before a formal Stakeholders Agreement is drafted, this enables the founders and venture capitalists to write due diligence and make sure all pertinent details have been contained in the term sheet.

The investors conduct a thorough background check of the company before investing in it. If they take the decision of putting their money into a company, both parties come to an agreement and sign a deal. They both sign the Shareholder Agreement.

How Do You Get an Shareholder Contract?

The legality of the founders’ and investors’ connection and the fact that investors would get interests in your firm make the switch from a Disclosure Statement to a Stakeholders Agreement crucial.

A shareholders agreement may be seen as a phase in the procedure leading from having a term sheet prepared to the final stage of formalising the connection.

A Shareholder’s Agreement is often longer and more detailed than a Term Sheet. To add to the many keywords lined out in the Settlement Agreement, it will also outline additional information. The provisions would be:

1) The business activities of your startup

2) Duties of directors

What happens if a shareholder contract decides to leave?

The shareholder agreement often ratifies the terms in the term sheet. There may be instances, though, where the disparities are substantial. There are principally two causes for this:

Due diligence- The investors begin their due diligence procedure following the term sheet’s signature. The procedure can be said to mimic the assertions you made throughout the investor negotiations. Be prepared to expect significant modifications in your final agreement if a considerable disparity between the realities of your case and your bargaining claims is discovered throughout this process.

Negotiation Leverage- It takes negotiation to secure funds from outside parties, particularly from venture capitalists. Startups are frequently unable to exert influence over experienced VCs. The fact that most investors view the term sheet as a movie preview is another good part. For them, it is ‘simply another’ paper. The shareholder agreement is a crucial document, and it is what they are most worried about.

Even by the time, the shareholder agreement shows up, companies have already spent a lot of money and time. They may be persuaded to agree to terms they otherwise would not have. Even though this kind of event is uncommon, it does happen occasionally.

Conducting a comprehensive background check on investors may be a solution, enabling the business to select the ideal investor. Choosing the right time to make your investment is much more crucial than that. There is always the perfect moment to receive funding.

These issues typically develop when a firm seeks funding too soon, giving the investor the upper hand. For instance, a start-up with a transparent prototype and an actionable operational blueprint is expected to have a strategic advantage over one with only a concept. The same venture capitalist for the same industry sector may invest significantly more for a smaller share in the former than the latter. Judging time becomes crucial as a result.

FAQs

How do they differ in purpose?

Term Sheet serves as a preliminary document to outline the main points of a deal before a formal agreement is drafted. An SHA, on the other hand, governs the ongoing relationship between shareholders in a company.

What elements are included in a Term Sheet?

Term Sheet typically covers essential terms such as valuation, investment amount, ownership stakes, and key milestones.

What elements are included in an SHA?

An SHA includes provisions related to shareholder rights, management structure, decision-making processes, dispute resolution, transfer of shares, and other governance matters.

Practice area's of B K Goyal & Co LLP

Company Registration Services in major cities of India

Complete CA Services

RERA Services

Most read resources