US based Investment Manager

  • Client is US based Investment Manager and was facing the following challenges:
    • Talent crunch with high hiring costs
    • Challenges in managing contracts in structured and timely manner
    • High external legal firm fees for managing the affairs
  • 2 FTE support to in-house legal team
  • Trained & experienced resources for immediate deployment
  • Support across:
    • Playbook creation for NDAs, review and redlining of NDAs
    • Reviewing various vendor agreements for obligation abstraction, cost, notice renewals and other relevant terms for all customer and vendor contracts
    • Tracking the legacy NDAs and their unique negotiated clauses
    • Assisting in legal entity dissolution forms
    • Assisting transferring their registered funds’ details to Bloomberg and addressed their transfer, renewal and search
  • Comprehensive Coverage: We started with one stream of work but within short span covered multiple work-streams and soon became extension of their legal team supporting them on their day to day or one-off tasks
  • Improved Productivity with overnight support by the offshore team
  • Streamlined their contract repository so that it’s easier and faster to use
  • Provided additional bandwidth to the onshore team by owning transactional and recurring types of work, freeing up their time to focus on more critical tasks
  • Help achieve work life balance
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What we have done

European Investment Bank
What we are proud of

Over 1,000+

hours of work delivered

30% to 35%

productivity gains to the onshore legal team