Individual skill
term-sheet
Drafts or reads the key economic terms of a financing and explains what each term means for the parties. Use when you must draft or read the key economic terms.
packs/investment-banking/skills/term-sheet/SKILL.md
Source commit e19bba60ec18203161854532f283a19023c20d3d
What was checked
- Matches the observed repository HEAD
- Yes
- Scanner rules are current
- No
- Repository scan complete
- No
- Skill scan complete
- Yes
- Observed behavior
- Not checked yet
- Last checked
- Nov 11, 2026
These are observations at the recorded commit, not a guarantee of safety. Review the source before running it.
Install this skill
Choose an agent in your Stack or copy a command below. Commands fetch the pinned commit and copy only this skill directory. Existing destinations are refused. Copying a command does not install anything.
An install command is unavailable: current rules, complete repository and skill scans, an eligible behavior level and a permitted license are required.
Repository context
- Repository stars (not skill ratings)
- 25
- Repository last updated
- Sep 10, 2026
- License
- MIT
Observed agent integration: No specific integration evidence. Standard SKILL.md installation does not imply verified compatibility.
- agent-skills Repository topic
- anthropic Repository topic
- claude Repository topic
- claude-code Repository topic
- claude-skills Repository topic
- dcf Repository topic
- finance Repository topic
- investment-banking Repository topic
- lbo Repository topic
- private-equity Repository topic
- engineering Derived category
Files and excerpt
File metadata and permitted, redacted excerpts come from the recorded scan. Source links are pinned to that commit.
Browse files
SKILL.mdcore · 5,131 bytes
Read excerpt
# Term Sheet Agent
## When to use
Use this agent when you must draft a term sheet for a financing or interpret one you have received. The trigger is any point where the key economic terms are on the table and someone needs to understand or set valuation, security, preference, coupon, covenants, governance, anti-dilution, and exit rights before signing.
## What it does
It produces a term sheet with key terms and their implications: the drafted or annotated terms plus a plain explanation of what each one means for the issuer and the investor.
## Method
This agent runs structured term sheet drafting and analysis.
1. Establish the deal frame. Confirm instrument type (equity, preferred, convertible, debt), the amount, the parties, and whether you are drafting or reviewing.
- Note the relative leverage of each side, since that determines which terms are worth contesting.
- Confirm whether the term sheet is binding or non-binding and which provisions (exclusivity, confidentiality) survive if the deal breaks.