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Finance

Understand financial obligations before they hit your model

Turn dense agreements into structured obligations that finance teams can validate and plan against.

Open finance review Talk to us

Best document fit

  • Loan and debt agreements
  • Investment and shareholder documents
  • Revenue-share and pricing contracts
  • Guarantee and covenant schedules

Main outcome

Cleaner planning inputs

Best for

Debt and investment document review

Team fit

Finance + Legal + Executive

Where teams get blocked

Covenants and triggers are hard to map into planning cycles.
Fee and penalty terms are easy to underestimate.
Finance needs clear inputs from legal language.
Decision deadlines are tight when documents are complex.

Recommended workflow

Step 1

Analyze obligations and covenants

Highlight repayment terms, reporting duties, and breach triggers.

Step 2

Convert clauses into finance inputs

Translate legal language into assumptions your team can model.

Step 3

Share a risk-aware decision memo

Align CFO, legal, and leadership on impact before acceptance.

What your team delivers

  • Covenant and trigger register
  • Financial risk summary with evidence
  • Decision memo for leadership review
  • Checklist for post-signature monitoring

Need this workflow adapted to your team?

We can help shape your review flow around your real document mix and approval process.

Talk to us View pricing

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