One source of truth
Deals, terms, cap tables, and investors in one place.
Stop reconciling term sheets, cap table spreadsheets, and investor lists. Every round, every investor, and every term lives in one record that the whole team works from.
The ERP for venture financings
Term Sheet Genie is the ERP for venture financings. It keeps your deals, terms, cap tables, investors, and capital in one connected system of record, and turns every contract term into clear economics. Value investor rights, compare competing offers, model multiple financing rounds, and see exactly how cash and shares will be distributed at exit.
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Why an ERP
An ERP plans and tracks a business's core resources in one connected system. In venture, those resources are capital, ownership, investors, and contracts.
Stop reconciling term sheets, cap table spreadsheets, and investor lists. Every round, every investor, and every term lives in one record that the whole team works from.
A contract term flows through to ownership, valuation, the capital called from each LP, and the distribution of cash and shares at exit, so nothing is re-keyed or out of date.
Venture funds track their investors and investments, lawyers track the deals and terms they advise on, and startups manage and compare their offers.
A $10 million pre-money valuation does not tell founders or investors what a deal is actually worth. Liquidation preferences, participation rights, dividends, anti-dilution provisions, option pools, QPOs, caps, and future financing terms can move millions between the participating parties.
Term Sheet Genie reveals the true economic value of a deal. It values every right in the contract across the full range of ways the company could turn out, so the financial consequences are clear before an agreement is signed.
Keep every deal and its terms for the funds and startups you assist in one place. Generate detailed term sheets and cap tables with a click. Model complex provisions across multiple financing rounds, track ownership and contractual rights, and calculate the exact distribution of cash and shares at exit.
Keep every offer and round in one record. See the economic value of every investor right, not just the stated ownership percentage or post-money valuation. Understand how preferences, participation, dilution protection, and other terms affect your proceeds, compare offers, and negotiate from a position of knowledge.
Manage your LPs, their commitments, fees, and capital calls, and see what each LP funded in each round. Use institutional-grade valuation methods to estimate the true economic value of your investment rights. Evaluate walkaway values, accommodate complex founder requests, compare competing offers, clarify syndicate economics, and communicate the economics of your investments to LPs.
How it works
Term Sheet Genie connects the legal terms of the deal to the economic outcomes they create.
See the economics before you sign, and keep every deal, term, and investor in one system.