Term sheet draft

Overview

Draft and validate M&A or investment term sheets (parties, valuation, structure, reps, conditions, indemnity, governing law).

Getting Started

Add your term sheet draft (or key points) to the workspace and activate the skill. Run the validator to ensure parties, valuation, structure, reps, conditions, indemnity, and governing law are present.

Tools

• validate_term_sheet — Checks for parties, valuation/price, structure, representations, conditions, indemnity (cap/basket if applicable), and governing law.

Example conversation

You: Draft a term sheet for our acquisition of Acme Co. Purchase price $12M, asset deal, 12-month rep survival, cap at 50% of price.

Agent: I’ve created deals/acme_term_sheet.md with parties, price, structure (asset purchase), key reps and conditions, indemnity cap and basket, and governing law. Running the validator.

Agent: Validation: OK for all sections. Ready for negotiation.

You: Add a no-shop and exclusivity period.

Agent: Added a 90-day exclusivity and no-shop clause to the term sheet.

Output excerpt

Example when governing law is missing:

============================================================
Term Sheet Validation
File: deals/term_sheet.md
============================================================

OK: parties
OK: valuation
OK: structure
OK: representations
OK: conditions
OK: indemnity
Missing or unclear: governing law

Action: Add missing sections (parties, valuation, structure, reps, conditions, indemnity if applicable, governing law).