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Term Sheet Review Workflow

Term sheet analysis with valuation assessment, term comparison, and negotiation guidance

Complexity: Moderate | Duration: 15-30m | Category: Professional/Hr

Tags: #term-sheet #fundraising #valuation #negotiation #investor

Workflow Diagram​

Steps​

Step 1: Parse term sheet​

Agent: legal

analyst - Extract key terms (valuation, investment amount, preferences)

Step 2: Assess valuation​

Agent: valuation

expert - Evaluate pre/post-money, dilution, investor ownership

Step 3: Analyze investor rights​

Agent: legal

analyst - Review board seats, protective provisions, information rights

Step 4: Compare to market​

Agent: financial

analyst - Benchmark terms against typical Series A/B/C terms

Step 5: Identify red flags​

Agent: legal

analyst - Flag unusual or founder-unfriendly terms

Step 6: Model scenarios​

Agent: financial

analyst - Project dilution, exit proceeds under various outcomes

Step 7: Develop negotiation strategy​

Agent: negotiation

advisor - Recommend which terms to push back on

Step 8: Present to CEO/Board​

Agent: ceo

advisor - Walk through analysis, recommend accept/counter

Usage​

To execute this workflow:

/workflow professional/hr/term-sheet-review-workflow.workflow

See other workflows in this category for related automation patterns.