The platform is used by law firms and fund teams to extract provisions from side letters, generate master side letter summaries, and manage MFN election processes. It also provides search, comparison, and reporting tools designed to help legal teams monitor investor obligations and maintain audit-ready records throughout the lifecycle of a fund.

Key Features & Functions include:

Side Letter Extraction and Structuring
Automatically extracts provisions and investor-specific terms from uploaded side letters and related documents. The extracted information is structured and organized to create a centralized view of investor rights and obligations.

Virtual Master Side Letter Creation
Compiles provisions from multiple side letters into a structured digital master side letter. This allows legal teams to review, search, and analyze provisions across investors in a consistent format.

MFN Process Management
Supports end-to-end management of most-favored-nation elections, including generation of election forms, tracking investor selections, and maintaining a single source of truth for MFN outcomes.

Provision Comparison and Standardization
Allows users to compare provisions across multiple side letters and investors. The platform highlights differences, applies consistent headings, and helps group investors with similar terms.

Investor Term Repository
Stores side letters, investor data, and negotiated provisions in a searchable repository. This enables legal teams to review terms across funds and matters without relying on email threads or spreadsheets.

Workflow and Process Configuration
Provides configurable workflows to accommodate different fund structures and MFN processes. Teams can define rules, approval steps, and parameters while maintaining visibility over ongoing matters.

Audit History and Reporting
Maintains records of document versions, actions, and approvals to support compliance and internal reporting requirements. This provides traceability for side letter and investor-related decisions.