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Term sheet extractor agent

Read term sheets, normalize economics, and prepare comparisons for review, with source links, exceptions, and lender differences already called out.

Turn term sheets into comparable quote data. The agent normalizes economics, preserves sources, and flags exceptions for review.

Ingest PDFs and emails

Read term sheets and lender messages without manually rekeying every field.

Document coverage

The agent handles lender PDFs, emails, and quote language.

Field capture

Proceeds, rate, spread, recourse, covenants, fees, and timing are extracted.

Normalize economics

Convert different lender formats into a consistent quote matrix.

Comparable terms

Teams can compare economics across lenders in one structure.

Source references

Each value remains tied to the source term sheet or message.

Flag exceptions

Route missing, ambiguous, or conflicting terms to reviewers before they reach a memo.

Confidence cues

Reviewers can see which fields need attention.

Matrix handoff

Clean data can move into comparisons, memos, and approvals.

Every term is extracted, compared, and sourced. Teams can trust the matrix because they can inspect the source behind it.

Economics are normalized

Different term sheet formats become comparable.

Sources stay attached

Each field can be traced back to the original document or email.

Exceptions route to humans

Ambiguous terms are flagged before downstream use.

Term sheet workflowsExtracting dataFinance workflow

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