Side Letter Management demo

Tracks every side letter obligation and runs MFN elections for fund legal and IR teams 1:34

What the demo shows

Tracks every side letter obligation and runs MFN elections for fund legal and IR teams

A clean home shows four numbers and each person's next step. The signature screen is the MFN election ballot: for each investor, the terms it may elect grouped by the commitment tier that unlocks them, the excluded ones grayed with the clause that excludes them, and beside it the obligation register counting every promise the fund has made, with the next deliverables due. Seven agents do the work: the Intake agent reads every letter in its own language and cites each term; the Investor agent aggregates affiliated vehicles and converts at the final-close rate; the MFN agent decides eligibility; the Checker agent re-derives every call on a different model and holds any packet where they disagree; the Packet agent drafts each packet; the Response agent reads the answers; the Obligation agent turns promises into dated obligations and escalates. IR prepares, counsel approves every packet, the CFO co-signs any term that moves money, and compliance owns the register.

Transcript

  1. Side Letter Management runs MFN elections and tracks side letter promises for fund counsel.
  2. Elections should close in 90 days, by hand, 9 to 12 months.
  3. Agents read all 63 fund four letters in their own language.
  4. Nordmere's two vehicles total 150 million euros, tier B.
  5. Of 171 terms, Nordmere may elect 37.
  6. Six regulatory-specific terms stay visible, grayed, with the excluding clause.
  7. A second agent, on another model, rechecked all 43 calls.
  8. Beside it, the register counts every promise and what is due next.
  9. Julia asks why Rivermouth is locked.
  10. The agent cites the currency clause.
  11. The packet agent drafted 38 pages.
  12. Julia approves with a reason.
  13. Every term cited Every decision signed Every step logged The result Elections inside 90 days Every promise owned Built on Botminds
  14. Agents, data, screens and governance On one platform

Transcribed from the film’s narration. Captions are on the player.