NDA lifecycle and insider information support to a Europe-based investment manager

  • 40% operational efficiency in closing agreements

  • 100% agreements processed within the required timelines

  • Top UK based investment manager


CLIENT CHALLENGES

  • Lack of bandwidth
  • Heavy workload
  • Hiring the right skills
  • Lack of in-house expertise

OUR APPROACH

  • Pool of experienced resources to support in-house fund team
  • Trained and experienced resources for immediate deployment
  • Support with the following:
    • Creating playbook for NDAs
    • Drafting and redlining NDAs
    • Liaising directly with stakeholders
    • Direct negotiation with counterparties
    • Spearheading the entire signature process
    • Maintaining repository and tracking renewals
    • Maintaining internal registry of insider information in line with the agreements’ requirements
    • Understanding legal requirements and providing support and guidance (when required)

IMPACT DELIVERED

  • 40% efficiency developed in closing an NDA lifecycle
  • Liaised with 30+ stakeholders
  • 100% accuracy from initial setup to date
  • 100% of NDAs delivered within required deadline
  • 90% of clauses negotiated and accepted by counterparty with no iterations
  • Provided comprehensive coverage, reduced ramp-up time, improved templates and ensured seamless integration with technology
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What we have done

Subscription agreement and DocuSign support to a US private equity firm
What we are proud of

400+

subscription agreements reviewed

1000+

agreements sent for signature

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

Top 7th APAC PE

Reduced ramp up time

US based Investment Manager
What we are proud of
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