Anatomy of a Term Sheet: Misc. Investor Protective Provisions

Friday, July 30th, 2010

We finish up our discussion of the Investor Rights Agreement with a quick overview of several provisions, which typically are not the subject of much negotiation.

Anatomy of a Term Sheet: Right to Maintain Proportionate Ownership (a/k/a Preemptive Rights)

Tuesday, July 27th, 2010

The “Right to Maintain Proportionate Ownership” is more commonly referred to as “Preemptive Rights” or the “Right of First Offer.” Preemptive Rights give investors the first right to purchase shares offered for sale by the corporation in the future, subject to a few exceptions.

Anatomy of a Term Sheet: Management Rights and Investor Director Approval

Thursday, July 22nd, 2010

Management and Information Rights serve to ensure that even those investors who will not have the right to appoint a member of the Company’s Board of Directors are able to obtain certain information about the operation and finances of the company.

Anatomy of a Term Sheet: Registration Rights

Tuesday, July 20th, 2010

Registration Rights give investors the right to have the company register their shares with the Securities and Exchange Commission, which is a prerequisite to selling shares in the public markets. There are three types of registration rights typically granted to investors.

Anatomy of a Term Sheet: Stock Purchase Agreement

Friday, July 16th, 2010

The Stock Purchase Agreement is the contract wherein the investors agree to buy the shares of stock the company is offering to sell. The importance of the SPA, however, lies is in the terms and conditions it places on the financing, which serve primarily to protect the investors.

Anatomy of a Term Sheet: Redemption Rights

Tuesday, July 13th, 2010

Redemption Rights provisions entitle investors to require the company to repurchase all of the outstanding shares of stock held by the investors at a certain point in the future.

Anatomy of a Term Sheet: Pay-to-Play

Friday, July 9th, 2010

The Pay-to-Play provision can have significant economic impact on the investors and the company. A Pay-to-Play provision provides that any investor failing to fully exercise her “Preemptive Rights” to participate in a future financing will have some or all of her shares of preferred stock converted into common stock or into another class of preferred stock with lesser rights.

Anatomy of a Term Sheet: Conversion and Anti-dilution

Tuesday, July 6th, 2010

In this post we look at when an investor’s preferred stock may or must convert to common stock, and how the conversion ratio may be adjusted in certain circumstances.

Anatomy of a Term Sheet: Voting Rights and Protective Provisions

Friday, July 2nd, 2010

Voting Rights and Protective Provisions define when investors vote with the other stockholders and when they have the right to a separate vote. Having separate voting rights in certain circumstances is important to investors because it prevents them from being outvoted by other stockholders with competing interests. The circumstances in which investors have the right to a separate vote will typically include