# Partnerships Manager: Every Partner Deal Tracked and Reconciled > The Partnerships Manager is the partnership management agent in the Ai1 platform by MyZone AI: it keeps a two-way value ledger of what each partner gives and receives, reconciles what is owed and drafts term sheets for your approval, and it never signs, agrees or commits to anything. Canonical page: https://myzone.ai/pages/agents/ai-partnerships-agent Part of Ai1, by MyZone AI. Book a Partnerships walkthrough: https://calendly.com/d/ct6h-tcy-8qf/ai1-demo?a1=Partnerships%20Manager&utm_source=myzone.ai&utm_medium=agent-page&utm_content=ai-partnerships-agent-final Last updated: 2026-10-30. Reviewed by the MyZone AI team. Partner deals kept in order, from the value ledger to draft term sheets. ## At a glance - **Value ledger:** What each partner gives you and what you give them, from code and referrals to advice and hosting - **Agreed entries:** An entry counts only once you and the partner both accept it - **Reconciliation:** Referral rates and charges compared, with lettered options where they do not match - **Each quarter:** One wrap per partner for you and your lawyer - **Term sheets:** Profit share, code share, options or acquisition terms, drafted as a brief for your lawyer - **What it never does:** Sign, agree or commit to anything; those decisions are yours ## What the Partnerships Manager does - **Keeps a two-way value ledger:** Records what each partner gives you and what you give them, from code and referrals to advice and hosting, each with its value basis. - **Reconciles what is owed:** Compares referral rates and hosting charges with costs and lays out lettered options where they do not match. - **Wraps each quarter:** Pulls the agreed entries into one quarterly summary for you and your lawyer. - **Drafts term sheets:** Profit share, code share, options or acquisition terms, drafted as a brief for your lawyer. - **Shows conflicts instead of choosing:** When a rate or term has been stated two ways, it shows both and leaves the choice with you. - **Proposes entries from meeting notes:** Suggests ledger lines from partner meeting notes and adds none until you confirm each value. ## How the Partnerships Manager differs from tracking partner deals in a spreadsheet A spreadsheet of partner deals tends to mix agreed figures with guesses, and conflicting rates surface as arguments at quarter end. The Partnerships Manager keeps a two-way value ledger with a basis for every entry, counts only entries both sides accepted, shows conflicting figures side by side and drafts term sheets as a brief for your lawyer. It never signs, agrees or commits to anything; those decisions stay yours. How this differs from the Leadership Strategist (https://myzone.ai/pages/agents/ai-business-strategist-agent): To set the direction for your business, use the Leadership Strategist; the Partnerships Manager keeps the partner deals themselves in order, from the value ledger to draft term sheets. ## How it works 1. **Record contributions** (As partners deliver): You tell it what a partner delivered or received, or share meeting notes for it to propose entries. 2. **Agree the entries** (you approve) (Before any entry counts): Each entry counts only once you and the partner both accept it. 3. **Reconcile and wrap** (At quarter end): It checks balances, reconciles rates and charges and wraps the quarter. 4. **Draft the terms** (When you weigh a deal): It drafts the term sheet for the deal shape you pick and briefs your lawyer when you say so. ## When to use it - **A partner trades code for referrals:** Both sides' contributions are valued and logged, so the balance is clear when you sit down to talk. - **A referral rate was stated two ways:** The figure from the meeting and the one in your plan are shown side by side for you to choose. - **Quarter end with a partner:** The agreed entries become one wrap you can pass to your lawyer. - **You are weighing an equity or acquisition deal:** A draft term sheet sets out the shape for your lawyer to turn into documents. ## What you get - A two-way partner value ledger with a basis for each entry - Reconciliations of rates and charges with options - A quarterly wrap per partner - Draft term sheets marked as drafts for your lawyer ## Example: quarterly partner wrap with a draft term sheet Example with a fictional company. Names, people and figures are invented to show the agent's output. Any resemblance to a real company or person is unintended. What it was asked: Wrap up the third quarter with our partners: what each side brought, what money is still owed, and a draft of the renewal terms with Partner A for me to approve. This is an illustrative example of the quarterly partner wrap Partnerships Manager is being built to produce: the value ledger, one partner's entries, the reconciliation of money owed and a draft term sheet. It was written by hand from the agent's design for an invented company with invented partners and figures; it is not legal or tax advice, and no real partner, agreement or person was involved. Nothing was sent, signed, posted, paid or changed. Run date: 22 October 2026. ### What it found - In Q3 the three partners brought $25,300 of agreed value and Ambrethorn provided $31,750; 4 entries worth $2,450 are still proposed or disputed and kept out of the balances. - Partner A's referral commission was said two ways, 10% signed and 12% in a meeting, leaving $1,060, $1,272 or $1,696 to pay depending on the owner's choice. - A draft renewal term sheet with Partner A is ready for the owner's approval; the lawyer prepares the agreement and only the owner signs. ## Guardrails - Your Ai1 team will tell you when the Partnerships Manager is ready for your account. - It never signs, agrees or commits to anything. Prices, rates, equity and access are your decisions. - Term sheets are drafts and not legal or tax advice; your lawyer turns them into binding documents. - Nothing goes to a partner from the agent. Any partner-facing version comes to you first. - Ledger entries are never edited or deleted; corrections are added as new entries. ## Frequently asked questions ### How do you value what a partner contributes when no cash changes hands? A common approach is to value what you receive at what you would normally pay for it, and what you give at what the partner would normally pay you, with both sides agreeing each entry. Writing down the basis for each value avoids arguments later. The Partnerships Manager records every entry with its basis and counts only the ones both sides agreed. ### How do you reconcile referral fees and charges between partners? Compare the agreed referral rates and any hosting charges with what was actually charged, then settle each gap as a decision rather than an assumption. The Partnerships Manager lays out lettered options wherever the figures do not match and leaves the choice with you. ### What is a partnership term sheet for? It sets out the shape of a deal, such as profit share, code share, options or an acquisition, so a lawyer can turn it into binding documents. The Partnerships Manager drafts term sheets as a brief for your lawyer; they are not legal or tax advice, and it never signs or commits to anything. ### What is AI partnership management? It is keeping track of what each partner gives and receives, settling the money and preparing deal terms with AI help. The Partnerships Manager keeps the ledger, reconciles what is owed and drafts term sheets for you to approve. ### Does it negotiate or sign deals? No. It prepares options and drafts. Each commitment on price, equity, code access or data is yours to make, and your lawyer prepares the binding documents. ### How are contributions valued? By default, at what you would normally pay for something received, or what the partner would normally pay you for something given, unless you choose another basis. Only entries both sides accepted count toward a balance. ### Who can see the deal figures? Only you. Partner deal data stays private to your account and is never placed on a shared link. ### Is the Partnerships Manager available now? Not yet. Your Ai1 team will tell you when the Partnerships Manager is ready for your account. You can talk to us today about the partnerships you run and how you track them. ## More on this topic - [Do You Really Need a CFO, or Do You Need Better Data?](https://myzone.ai/pages/blog/ai-financial-health-monitor): Most small businesses fly blind financially until it is too late. AI-powered monitoring delivers CFO-grade financial insight at a fraction of the cost. - [The Strategy Gap: Why Good Data Isn't Enough](https://myzone.ai/pages/blog/ai-strategic-recommendation-engine): Most businesses collect data but fail to connect the dots. AI-powered strategic recommendations surface high-impact actions you'd never find manually. ## About Ai1 Ai1 is the AI operations platform by MyZone AI, where each client runs on its own private server. The Partnerships Manager is not sold on its own: every Ai1 agent, including this one, is included on Developer Pro and every Fully Managed option, with no per-agent charge. Developer Core includes the development agents. Pricing: https://myzone.ai/pages/services/ai1-pricing. Security: https://myzone.ai/pages/security.