Deal Memo / Letter of Intent Template

What’s Included

• LOI Template — seven sections covering Parties, Licensed Content, Rights Granted, Commercial Terms, Delivery, Other (marketing / reversion / governing law), and Signatures. Pre-formatted with label + value columns.
• Field Reference — plain-English definitions for every field + common pitfalls. Useful when handing the form to a salesperson who hasn’t structured their own LOI before.

How to Use

1. Open the LOI Template tab. Section headers are pre-formatted; you fill in the value column.
2. Delete sections that don’t apply to the deal (e.g., Theatrical lines for an SVOD-only sale).
3. For ambiguous fields, consult the Field Reference tab. The pitfalls column is short but load-bearing — 'Exclusive' without a clear territory+right+window scope is unenforceable matters.
4. Export to PDF (File → Download → PDF, or Print → Save as PDF) and send for countersignature.

What an LOI is (and isn’t)

An LOI is a short document (usually 1–2 pages) capturing the business terms the parties have agreed in principle, subject to a long-form contract. It’s meant to be signed — unsigned LOIs are just proposals. A properly countersigned LOI is legally binding on the key terms (rights, territory, MG, window) even if the long-form never materializes, which is why getting the ambiguous fields right matters.

An LOI is not a substitute for a contract. Delivery specs, audit rights, warranties, indemnity, force majeure — all of that lives in the long-form agreement. The LOI just nails down the commercial bones.

Related

• Sales Pipeline Tracker — track deals as they move from Pitched to LOI to Contracted.
• Territory Rate Card — price reference when filling in the MG field.
• Rights Management Software Reviews — when you outgrow spreadsheet-based deal capture.