Deal closing checklist
Conditions precedent tracked to signing and funding
How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Reads the agreements and the conditions precedent
Builds the closing checklist from the transaction documents, with every condition, deliverable and signatory
Tracks the deliverables as they arrive
Tracks each item to received, reviewed and released, and flags what blocks the closing date
Drafts the closing memo and the funds flow
Drafts the closing memo and the funds flow once the items are satisfied
Works in
Box, Asana, MS Teams
Box, Asana, MS TeamsWhat it does
- Builds the closing checklist from the transaction documents, with every condition, deliverable and signatory
- Tracks each item to received, reviewed and released, and flags what blocks the closing date
- Drafts the closing memo and the funds flow once the items are satisfied
Connects to
Need it to work differently?
Every agent can be changed: the steps it takes, the systems it uses and who approves what.