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Top 4th US Investment Advisory, Able to deliver voluminous and standard procedural tasks with quality
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400+ subscription agreements reviewed
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1000+ agreements sent for signature
CLIENT CHALLENGES
- Talent crunch amid high hiring costs
- Scaling restrictions
- Difficulties in managing contracts
- Scattered contracts
- High legal fees
OUR APPROACH
- Block-of-hours support to in-house legal team
- Trained and experienced resources for immediate deployment
- Support with the following:
- Reviewing subscription agreements
- Creating templates for limited-partnership agreements and limited-liability-company agreements
- Updating supplemental fund agreements for entities and individual investors
- Updating templates for limited-partnership agreements and redlining fund agreements
- Providing assistance in vetting and execution of subscription agreements
- Understanding legal requirements and providing support and guidance (when required)
- Sharing nuances and enhancing the client page on the Passthrough platform and tracking signatures on DocuSign
IMPACT DELIVERED
- Provided comprehensive coverage, reduced ramp-up time, improved templates and ensured seamless integration with technology
- 400+ subscription agreements reviewed
- 600+ agreements sent for signature through DocuSign and tracked effectively until closure
- 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
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