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

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