term-sheet-generator

Term Sheet Generator

Overview

The Term Sheet Generator skill creates term sheets from templates incorporating standard and custom provisions. It enables rapid term sheet production while ensuring consistency with fund standards and market norms.

Capabilities

Template Management

• Maintain standard term sheet templates
• Support stage-specific templates (seed, Series A, growth)
• Enable custom clause libraries
• Version control template updates

Term Sheet Generation

• Generate term sheets from parameters
• Auto-populate economic terms
• Include appropriate governance provisions
• Add deal-specific custom terms

Economic Term Configuration

• Configure pre-money valuation and round size
• Set liquidation preferences and participation
• Define anti-dilution provisions
• Specify dividend rights

Governance Term Configuration

• Define board composition
• Set protective provisions
• Configure information rights
• Specify drag-along and tag-along rights

Usage

Generate Standard Term Sheet

Input: Deal parameters, template selection
Process: Populate template, apply standards
Output: Draft term sheet document

Configure Economic Terms

Input: Valuation, investment size, preferences
Process: Configure economic provisions
Output: Economic term summary

Add Custom Provisions

Input: Base term sheet, custom requirements
Process: Insert custom clauses
Output: Customized term sheet

Generate Comparison View

Input: Proposed terms, alternatives
Process: Create side-by-side comparison
Output: Term comparison matrix

Standard Term Categories

| Category | Key Terms |

|----------|-----------|

| Economic | Price, preferences, participation, anti-dilution |

| Control | Board seats, protective provisions, voting |

| Information | Reporting, inspection, observer rights |

| Exit | Drag-along, tag-along, ROFR, co-sale |

| Other | Founder vesting, ESOP, no-shop |

Integration Points

• Term Sheet Drafting Process: Core generation skill
• Term Comparator: Compare generated vs. alternatives
• Term Sheet Negotiator (Agent): Support negotiations
• Definitive Document Negotiation: Feed into docs

Template Library

| Template | Use Case |

|----------|----------|

| Seed Financing | Pre-seed and seed rounds |

| Series A | Institutional first round |

| Growth Round | Series B and later |

| Bridge Financing | Bridge notes and extensions |

| SAFE | Simple Agreement for Future Equity |

Best Practices

1. Start from fund-standard templates
2. Clearly mark non-standard terms
3. Use plain English where possible
4. Include term explanations for founders
5. Maintain audit trail of changes