Create an Online Documents Tracker Accessible by Parties on the Deal
Create your Documents List on the platform, where parties can log in, upload documents or updated versions of the same document beside specific line items, view documents others have uploaded and leave comments. These documents can be filtered by the key dates on your IPO or rights issue, and you can restrict access to the list, line items within the list or documents and comments within the list as necessary. You will also be able to create subsets of documents (such as corporate governance), where access is limited only to those who really need to access it, avoiding flooding inboxes.
Automatically Generate Your Underwriting Agreement Deliverables List
From the schedule of your Underwriting Agreement, you can automatically import the deliverables to be provided by the issuer, the accountants and others. This makes it easier to track incoming documents when working towards a tight deadline, as parties will be responsible for uploading their own documents to a central repository.
Track the Progress of the Deal in Real Time and Sort Deliverables by Key Dates
Parties will have their own dashboard through which they can track the status of the deal or a process and see and quickly access items waiting for them to action. They can also set how frequently they receive notifications, and these notifications will be focused only on items relevant to them.
Automatically Generate Your Transaction Bibles
Convert your documents list into one or more transaction bibles in minutes. The software will rename and number the document titles for you, and generate a hyperlinked index. Parties who are granted access to a particular bible will be able to download the bible directly from the platform.
Speak to the team
Prior to Legatics, Luke was a corporate lawyer at DLA Piper for four and a half years, specialising in M&A, venture capital and private equity transactions.
Victoria was a corporate M&A and equity capital markets associate at Allen & Overy in London, after beginning her career in Sydney as a lawyer at Australia’s leading international firm, Herbert Smith Freehills.
Request a demo
To find out more and to arrange a demo, please contact us below and our team will get in touch.