What is a term sheet?

A term sheet is a professionally formatted, exportable summary of a property's revenue projection. It distills your assumptions, benchmarks, and forecast into a clean, easy-to-share document—perfect for use with owners, investors, or internal decision-makers.

Each term sheet includes:

• Annual projected gross booking revenue for up to three years
• Monthly revenue distribution based on seasonality
• Comparative benchmarks (e.g., how your projection aligns with the 75th or 90th percentile in the market)
• Custom input assumptions (occupancy, ADR, escalation rate, ramp-up)
• Visual graphs comparing your property to its comp set

Designed for clarity and persuasion, SummerOS term sheets are often used in investor decks, property acquisition proposals, and owner onboarding packages. These documents take your revenue model—which might otherwise live in a spreadsheet or internal tool—and translate it into something that’s both informative and presentation-ready.

The output is branded automatically with your company’s colors, logo, and design language, giving it a polished, trustworthy look. You can toggle certain graph lines (e.g., comp set average, 90th percentile) to control how performance comparisons appear. You can also add written notes to explain context or strategies—like upcoming renovations or pricing adjustments—that justify your projections.

Term sheets are generated directly from each projection and update dynamically as inputs change. Each revenue scenario you create has its own unique term sheet, so you can offer multiple performance cases (e.g., “Base Case” vs. “Aggressive Case”) with clarity and consistency.

For additional help, hit the chat window in SummerOS or contact us directly at support@summeros.com.