Term Sheets and Cap Tables
Track all term sheets for deals that your firm has worked on. Using our term sheet dashboard, your firm can instantly get statistics on all of these transactions, which can be useful to report to new clients contemplating a financing. The knowledge management and firm memory benefits are significant. These term sheets roll up into cap tables that you can manage for all of your clients.
Helping clients to negotiate a venture financing based on precedent data is a significant value-add and a differentiator from other law firms. Allowing your clients to understand the financial implications of various deal structures goes above and beyond the expected service from counsel. This same tool can greatly help when clients discuss exit opportunities.