Reconciliation and fund term abstraction for an APAC private equity firm

  • Top 7th APAC PE

  • Reduced ramp up time

  • Improved templates


CLIENT CHALLENGES

  • Lack of bandwidth
  • High workload
  • Quality/pace issues of other vendors
  • Unstructured SharePoint platform
  • Demanding deadlines

OUR APPROACH

  • 2-FTE support to in-house fund team on a project-based model
  • Trained and experienced resources for immediate deployment
  • Support with the following:
    • Reconciling fund folders
    • Highlighting missing master agreements
    • Addressing dependence on ancillary agreements
    • Reviewing and summarising limited-partnership agreements and side letters of the sovereign wealth fund’s different funds
    • Understanding the associated risks and addressing the gaps with the in-house legal team
    • Understanding legal requirements and managing the fund term database
    • Sharing nuances to enhance intake forms

IMPACT DELIVERED

  • Provided comprehensive coverage, reduced ramp-up time and improved templates
  • 800+ fund agreements reviewed
  • 40+ new nuances added to the forms
  • 400+ missing agreements highlighted
Thank you for sharing your details

Your file will start downloading automatically

If it does not download within 1 minute,

Share this on

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

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

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