AI Playbook

Investment Term Sheet Review

Structured workflow for investment term sheet review: organise the supplied facts and documents, identify missing information, draft or analyse in stages, and verify facts, authorities and assumptions before use.

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Reusable prompt for Malaysian corporate and commercial practice. It should be used with the Universal Corporate Lawyer Control Block and checked by a supervising lawyer before use externally.

Prompt

Review the proposed investment term sheet from the perspective of `[COMPANY/FOUNDER/INVESTOR]`. Explain the economic and control effect of valuation, instrument, liquidation preference, conversion, anti-dilution, board rights, reserved matters, information rights, founder vesting, transfer rights, exclusivity, costs and exit. Identify which provisions are binding and any ambiguity on that status. Model the principal dilution and exit outcomes using only supplied figures. Produce a negotiation table containing the clause, present effect, risk, recommended position and fallback.

Repository section: Capital, Investment and Share Transactions

Required inputs: Term sheet; cap table; investor and founder instructions.

Suggested use: replace all square-bracket placeholders before running the prompt. For confidential corporate records, board papers, cap tables, due-diligence materials or transaction documents, use a private/local model where possible.

Jurisdiction	Malaysia
Practice Area	Corporate / Commercial
Party Role	Any / as prompt specifies
Lifecycle Stage	Capital, Investment and Share Transactions
Document Type	Capital, Investment and Share Transactions
Prompt Number	16
Required Inputs	Term sheet, cap table, investor and founder instructions.
Expected Output	Investment Term Sheet Review output structured for Malaysian corporate practice.
Reviewed On	2026-07-26
Version	1.0
Verification Checklist	Distinguish facts, allegations and assumptions., Cite the document/page for each material fact where possible., Identify missing or contradictory evidence., Do not invent authorities., Check every authority and quote only verified propositions., Separate proposed drafting from facts requiring client confirmation.