The ERP for venture financings

Run your venture deals in one system, and know what each is really worth.

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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Simulated Future Round Details

Illustrative inputs · engine results
Non-participatingParticipating
Series B price per share
Series A price per share
Series A anti-dilution
Broad based
Series B partial value
Breakeven investment
Breakeven shares
Breakeven liq. pref.

Simulated Cap Table

ShareholderSharesOwn.Partial value

Exit diagram: payout by exit value

Why an ERP

One system of record for every venture deal.

An ERP plans and tracks a business's core resources in one connected system. In venture, those resources are capital, ownership, investors, and contracts.

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.

Connected

Terms drive the money.

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valuation, the capital called from each LP, and the distribution of cash and shares at exit, so nothing is re-keyed or out of date.

Every role

Built for each role.

Venture funds track their investors and investments, lawyers track the deals and terms they advise on, and startups manage and compare their offers.

Headline valuation is not the whole deal.

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.

Lawyers

Track every deal and term, and build them with confidence.

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.

Startups

Manage and compare your deals, and know what you are giving away.

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.

Venture funds

Track your investors and know what your offer is really worth.

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

From term sheet to exit distribution.

Term Sheet Genie connects the legal terms of the deal to the economic outcomes they create.

  1. Enter the deal terms.

  2. Generate the cap table and term sheet.

  3. Value each side’s contractual rights and true economic value.

  4. Compare alternative scenarios.

  5. Model future rounds and dilution.

  6. Track capital calls and what each LP funds.

  7. Calculate the distribution of cash and shares at exit.

Run your venture deals in one place.

See the economics before you sign, and keep every deal, term, and investor in one system.

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