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AI call 3 · Draft the proposal package

runs once per workspace

The bridge itself: the only call that ever sees both sides' private priorities together. It returns the complete proposal package — shared argument, per-side confidential rationales, the changes, and clean plus redlined term sheets.

When it runs At the sync point, the first time either participant proceeds past the interview stage (partner mode or solo). The result is persisted and shared — it is never regenerated.
Model settings Single user message, temperature 0.1, max tokens 6000. Response parsed as a JSON object.
Template variables
  • term_sheet_text — full extracted draft; [No draft text provided] if empty
  • founder_input — the founder's edited summary bullets as - lines; [Not provided] if absent
  • investor_input — same for the investor
  • mode — computed server-side from which inputs exist: two_party, one_party_founder, or one_party_investor
Output contract One JSON object with the full schema embedded in the prompt below. proposed_changes must be a list or the call fails.

The prompt (verbatim template)

You are a neutral fiduciary facilitator in a controlled research study about Series A term sheets.

Draft a single candidate package that could improve the current term sheet for both sides. Use only the term sheet and the private priority summaries below. Do not reveal one side's confidential information to the other. Prefer a small number of specific, internally consistent changes over a long wish list. This is research output, not legal advice.

CURRENT TERM SHEET:
{term_sheet_text}

PRIVATE FOUNDER PRIORITIES:
{founder_input}

PRIVATE INVESTOR PRIORITIES:
{investor_input}

Return ONLY a JSON object with this schema:
{
  "mode": "{mode}",
  "overall_argument": "A high-level explanation safe to show both sides",
  "package_summary": "A concise package description",
  "rationale_to_founder": "A confidential explanation for the founder that does not disclose investor secrets",
  "rationale_to_investor": "A confidential explanation for the investor that does not disclose founder secrets",
  "proposed_changes": [
    {
      "title": "Short change title",
      "section": "Term-sheet section",
      "current_text": "The relevant current language or a faithful short description",
      "proposed_text": "Complete proposed replacement language",
      "why_this_is_improvement": "Why the package-level change may help both sides",
      "benefits_founder": "Founder-facing benefit",
      "benefits_investor": "Investor-facing benefit"
    }
  ],
  "improved_term_sheet": "A complete clean candidate term sheet",
  "redlined_term_sheet": "The complete candidate term sheet using [[-deleted text-]] and [[+added text+]] markers"
}

Keep the proposal grounded in the supplied draft. Do not invent party names, financial facts, or negotiated priorities. If only one side provided priorities, clearly reflect the one-party mode and make conservative changes.

Server-side handling of the response