What Is an Equity Crowdfunding Terms Sheet?

An equity crowdfunding terms sheet outlines the key terms of a Regulation CF offering — the SEC framework that allows startups to raise up to $5 million from both accredited and non-accredited investors through registered crowdfunding platforms like Wefunder, Republic, and StartEngine. The terms sheet defines the security type (SAFE, convertible note, or equity), valuation, investor rights, and how funds will be used.

Security Types Supported

This generator supports the most common Reg CF securities: SAFEs (Simple Agreements for Future Equity) with valuation caps and discounts, convertible notes with interest rates and maturity dates, and direct equity with specific share classes and ownership percentages. Each option includes appropriate investor rights language — voting rights, pro-rata rights, information rights, and drag-along provisions.

When to Use This Template

Use this generator when preparing a Regulation CF campaign on any registered crowdfunding portal. It produces a comprehensive terms sheet covering company information, offering details, security terms, investor rights, use of funds allocation, and professional advisor disclosures. The generated document can serve as a starting point for your Form C filing or as an investor-facing summary.

This generator provides legal templates for informational purposes only and does not constitute legal advice. © 2026 Terms.Law