Integration
AI Term Sheet Analysis
Read term sheets in minutes, not hours — AI that extracts the economic and control terms, compares them to your standards, and flags what’s off-market for a partner to review.
AI term-sheet analysis reads term sheets and deal documents to extract the economic and control terms — valuation, liquidation preference, anti-dilution, board, protective provisions — compare them against your firm’s standards and market norms, and flag non-standard or off-market terms for a partner, so review is faster and nothing slips through.
The problem
The terms that decide the deal, read by hand
Valuation, liquidation preference, anti-dilution, board composition, protective provisions — the term sheet is where a deal’s economics and control actually live, and the language is dense and rarely standard. Reading each one and comparing it to your norms is careful, slow work, and deal timelines don’t make it easier.
We build analysis that extracts the key economic and control terms, compares them to your firm’s standards and market norms, and flags anything non-standard or off-market — with the clause cited — so a partner reviews exceptions and decisions, not boilerplate. It accelerates judgement; it doesn’t replace it.
The solution
Where automation removes the friction
Compared to your standards
The value is in the comparison: the system holds your firm’s preferred terms and fallback positions, so it doesn’t just extract a term — it tells you how this one diverges from what you’d accept. Every flag links to the source clause for verification.
Confidential and auditable
Runs inside your environment with access controls and an audit trail; confidential deal documents never leave your boundary or train a public model.
Example workflows we build
- Extraction of economic & control terms from term sheets
- Comparison to firm standards and market norms
- Off-market / non-standard term flagging
- Source-clause citation on every flag
- Human review and audit logging
The results
The commercial impact
Our approach
From manual to automated
- 01Encode your term standards
We capture your preferred terms, fallback positions and market norms as the basis for comparison.
- 02Build extraction & comparison
Economic and control terms extracted and compared, with off-market flagging, grounded in the source.
- 03Keep the partner deciding
Flagged terms route to a partner with the clause and the deviation; the sign-off stays human.
- 04Deploy securely
Go live inside your environment with access controls and audit logging.
Why a custom build beats off-the-shelf
- Compares to your standards and fallback positions, not a generic checklist.
- Every flag is grounded in the source clause, so it’s verifiable.
- Confidential deal documents stay in your environment.
- Surfaces for a partner’s judgement — it doesn’t decide.
Frequently asked questions
What does it extract from a term sheet?
The economic and control terms — valuation, liquidation preference, anti-dilution, board, protective provisions and more — as structured data, with each grounded in the source clause.
How does it know what’s off-market?
It holds your firm’s preferred terms, fallback positions and market norms, and flags how each term diverges from what you’d accept — so it’s comparison, not just extraction.
Does it replace the partner’s review?
No. It surfaces extracted terms and off-market flags with the clause cited; the partner makes the call. It accelerates judgement, it doesn’t replace it.
Is deal data confidential?
Yes — it runs inside your environment with access controls and audit trails; documents never leave your boundary or train a public model.
How long does it take?
Most term-sheet analysis builds go live in 6–8 weeks depending on how much of your standards we encode.
What does it cost?
Engagements are fixed-price and scoped to the outcome. Every engagement is fixed-price with ROI targets agreed up front, backed by our 90-day ROI guarantee. Book a free audit for a clear price and ROI estimate.