Negotiating and finalising a term sheet for an investment is a key step in your investment journey. The term sheet will guide the negotiations leading to legally binding documents which will govern the investment. This session will give you a better understanding of the basic elements that comprise a term sheet. Learn more about what to include in a term sheet, based on different investment agreements. Get answers to your questions about what is usually included in a standardised term sheet used by PE and VC investors, and get support on other queries you have for our professional investors.
This training forms an integral part of the investment decision-making process and is designed to enhance the participants’ practical understanding of the process and practice of navigating investment transactions, so that they may do so with greater confidence and professionalism.
The session will be led by an internationally acclaimed lawyer born and grew up in Myanmar. Tun Zaw Mra, Partner at Charles Russell Speechlys will provide practical insights grounded in real-world legal practice and obligations. He is ranked as a Leading Partner for General Business Law in Myanmar (by Chambers Asia-Pacific 2026) and as a Next-Generation Partner for Myanmar (in The Legal 500 Asia Pacific 2026 guide).
Areas to be covered
—The fundamentals of a term sheet, including the purpose and role in investment transactions.
—Process for creating and negotiating a term sheet
—Typical content and key clauses within a term sheet
—A case study that illustrates a real-world scenario
Who Should Attend?
- Business Owners and Entrepreneurs:
For business leaders and entrepreneurs, term sheets represent an initial formal step in securing funding. For participants new to creating a term sheet, this training will help them:
—Better understand the implications of the key terms and conditions
—Recognise the approach to maintaining various levels of control and reducing risk in securing commercially viable terms
—Execute negotiations and engagement with investors with greater confidence
—Avoid potential challenges that may affect control, ownership and objectives of the business
—Add value to sustainable growth and value creation of the business - Investors:
For investors, a thorough understanding of term sheets will be of help in making informed investment decisions and safeguarding their interests. This training will help them with the following:
—Initiate a deal with greater discipline and professionalism
—Equip investors with the ability to fully comprehend the key clauses, assess risks, and implement control mechanisms
—Align investment terms with risk management, local context and return on investment
—Negotiate effectively with the investee for a successful investment relationship
This in-person training will offer a unique opportunity to enhance knowledge and engage with like-minded professionals from the investment community.
