Term Sheet Generator

Output term sheets from short summaries of client calls, with all numbers already filled in.

Using the tool

Automate repetitive manual reporting and impress clients with quick turnaround on post-call term sheets. The Term Sheet Generator tool structures all agreement details and numbers into a standard term sheet format that’s ready to share. It can also be used to produce other documents from call transcripts or summaries, such as investor updates and loan agreements.

Built with


A sophisticated foundational model that can analyze your notes and any other inputted information to generate structured, publish-ready articles.

Improve key metrics

Personalized customer support

Task automation

Content generation