Investor agreement

Deal terms, term sheet and a draft for your lawyer

An investor agreement sets out the terms on which an investor comes into a project: amount and instrument, stake and valuation, use of funds, milestones, rights and obligations, governance, profit distribution, exit and dispute resolution. We prepare the commercial terms and the structure — a term sheet and a draft for your lawyer — and support you in negotiations. The legal drafting and signing are handled by your lawyer.

deal economicsvaluation, stake, milestones
term sheetand a draft for the lawyer
negotiationsuntil signing
with the lawyerside by side

What the agreement is for

While arrangements are verbal, each side remembers them differently. The agreement makes the relationship clear: who contributes what, who decides what, how profit is shared and what happens if things go off plan. For the founder it protects control of the project; for the investor it gives clear rights and reporting.

What an agreement usually covers

  1. Parties, definitions, purpose of the partnership.
  2. Funding terms: amount, instrument, tranches and milestones, use of funds.
  3. Stake, valuation, profit and loss sharing, dividends.
  4. Governance and control: who takes strategic decisions, veto rights, reporting.
  5. Confidentiality and intellectual property.
  6. Dispute resolution, exit and termination.

What we do and what the lawyer does

The costliest mistakes in an agreement are not legal wording but economics: a valuation that is too low, a stake that gets diluted in the next round, milestones the project cannot hit in time, investor rights that block decisions. That is our area.

  1. Us: deal economics, round structure, valuation and stake, milestones and use of funds, the parties’ rights and obligations in business terms, a term sheet and a draft for the lawyer.
  2. The lawyer: legal drafting, compliance with local law, corporate documents, notary and registration.
Vladislav Panchenko, Founder and CEO of Finetic Consulting

Who prepares the terms

Vladislav Panchenko

Founder and CEO of Finetic Consulting

Over 30 years of executive experience in corporate finance and operations at major corporations and banks with annual revenues exceeding $1 billion: financial management, strategic planning, risk management and corporate restructuring.

30+ years in financeMaster’s in EconomicsFinance MBA
About the team →

Packages

Package A

Review of the investor’s terms

the investor sent an offer
  • Review of the term sheet or draft agreement
  • What is favourable, what is risky and what is usually negotiated
  • List of questions and counter-proposals

Not included: draft of your own

Discuss package A →
Recommended
Package B

Deal terms and term sheet

core format
  • Round structure, valuation and stake, dilution calculation
  • Milestones, tranches and use of funds
  • Rights and obligations, governance, exit
  • Term sheet and draft agreement for the lawyer

Not included: participation in negotiations

Discuss package B
Package C

Support until signing

negotiations
  • Preparing for and taking part in negotiations
  • Recalculating terms as talks progress
  • Working alongside both sides’ lawyers
  • Support until signing

Not included: legal representation

Discuss package C →

The price depends on the complexity of the deal and the stage of negotiations. We quote it after the introductory call.

How it works

Introductory call, 15–30 minutesthe investor, the amount, what has been agreed
We fix the task, timing and price
Agreement and payment; work starts
Review or preparation of the terms, calculations, term sheet
Handover to the lawyer; in package C, negotiations until signing

What clients say

We came to Finetic Consulting for a business plan and financial model for our project IMSKIPPER.NET. We liked how quickly Vladislav prepares documents and how deeply he works them through. It is comfortable to work together: every question can be discussed at online meetings while the work is in progress.
Georgy Im, owner of IMSKIPPER · Translated from Russian.

What we do not do

  • We do not give legal opinions or represent the parties legally: drafting and signing are handled by a lawyer.
  • We do not guarantee the investor will accept your terms: the negotiations decide.
  • We do not give tax opinions on the deal structure.

15–30 minutes: where you are in talks with the investor and what has been agreed. We quote the price after the call.

Frequently asked questions

What is a founder–investor agreement?

It is a document that sets out the terms on which an investor enters a project: amount and instrument, stake and valuation, use of funds, milestones, the parties’ rights and obligations, governance, profit distribution, exit and dispute resolution.

What is a term sheet?

A short document with the key deal terms — amount, valuation, stake, instrument, investor rights, milestones. It is agreed before the legal agreement so that lawyers draft terms that are already settled.

Do I need a lawyer if you prepare the agreement?

Yes. We prepare the deal economics and structure, the term sheet and a draft for the lawyer. Legal drafting, compliance with the law and signing are handled by a lawyer.

How much does preparing an investor agreement cost?

It depends on the complexity of the deal and the stage of negotiations: from reviewing the terms an investor has sent to support until signing. We quote the price after the introductory call.

Do you work for the founder or the investor?

In a given deal, for whoever hired us. For investors we work on their side: project review and deal structure.

en