Capabilities
The full apparatus a deal runs on.
Generation of the closing binder sits at the center. Arranged around it is the apparatus a transaction depends on across its life, from the data room and conditions register through benchmarking, signature tracking, and the API your systems and agents call. The set below spans what ships today and what is on the roadmap; each product page tells you what is live in that practice.
Deal lifecycle
Closing binder
Every instrument the transaction requires, assembled as one indexed set and ordered for the closing table.
Conditions tracker
Each condition precedent on a single register, with owner, status, and what remains outstanding before close.
Post-closing monitoring
Covenants and reporting obligations that survive closing, carried forward with the dates they fall due.
Amendment generator
Amendments drafted against the operative original terms, with a clean record of precisely what changed.
Agency filing prep
Prepare required filings for the relevant state and federal agencies.
Examiner pack
One indexed export that maps every figure to its derivation and every clause to its citation, arranged to the bank examiner's ten-tab loan file: approval authority, SBA rule derivations, and clause-to-CFR and SOP mapping.
Collaboration
Counterparty portal
Release documents to the other side under controls you set, so each party sees only what you grant.
Secure data room
Diligence materials held under per-document permissions, with watermarking and a complete access log.
Deal room
Negotiate and reconcile terms with the counterparty in one place, with the exchange kept on the record.
Signature tracking
Track the signature status of the executed set and keep a record of counterparts as they are returned.
Deal notes
Working notes on any matter, held internally and visible to your team alone.
Diligence intelligence
Deal benchmarking
Read your terms against comparable market data to see where the deal sits before you commit.
Diligence workflow
Structured checklists that record findings against each item and leave a defensible diligence file.
Clause library
Approved language saved, tagged, and reused, so approved positions carry across matters.
Workflow
Deal presets
Save a deal configuration once and apply it across comparable transactions of the same class.
Relationship register
Contacts, entities, and counterparties recorded against the deals they touch.
Version control
A complete revision history on every document, with any prior version recoverable on demand.
Read the output on a deal of your own.
Choose a live product and generate a sample at no cost. Read the figures, the cited clauses, and the program checks for yourself before you commit. Counsel review is recommended.