Subscription Agreement and DocuSign Support to a US Private Equity Firm

  • 300+

    Subscription agreements reviewed for unique clauses

  • 300+

    Side letters to be drafted for individual investors


CLIENT CHALLENGES

  • Talent crunch
  • Scaling restrictions
  • Difficulties in managing contracts
  • Scattered Contracts
  • High external legal firm fees

OUR APPROACH

  • Subscription Agreement review
    • Reviewing Subscription Agreements
    • Template creation for subscription agreements and investment request forms
    • Drafting side letters for entities and individual investors
    • Computation of management fee and carried interest applicable on different investor groups.
  • E-Signature Support
    • Providing assistance in vetting and execution of subscription agreements and investor subscription forms 
  • Platform Support and Expertise
    • Understanding legal requirements and provide support and guidance (when required)
    • Sharing nuances and enhancing the client page on +Subscribe platform and tracking management fee/carried interest on client workflows

IMPACT DELIVERED

  • 300+ Subscription agreements reviewed for unique clauses
  • 300+ Side letters to be drafted for individual investors
  • 5+ types of templates updated according to the requirement
  • 3+ unique workstreams delivered to client
  • Comprehensive Coverage, decreased ramp time, improved templates, seamless integration with technology
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What we have done

Contract Tagging and Repository Management to a US Private Equity Firm
What we are proud of

500+

Contracts abstracted and summarized in a month

5+

new fields suggested to be added in tool

NDA lifecycle and insider information support to a Europe-based investment manager
What we are proud of

40%

operational efficiency in closing agreements

100%

agreements processed within the required timelines

Reconciliation and fund term abstraction for an APAC private equity firm
What we are proud of

Top 7th APAC PE

Reduced ramp up time