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PLAYBOOK TEMPLATES
Underwriting Agreement
An Underwriting Agreement governs the sale of securities by underwriters on behalf of an issuer. This playbook provides insights on indemnification, representations, and allocation of liability among underwriters.
Interest Rate & Fees
Negotiation strategy
Ensure that the interest rates and fees are competitive and align with market standards. Clearly define calculation mechanisms and ensure transparency to avoid disputes.
Negotiate for rate floors, caps, and step-downs tied to performance or ratings. Ensure that all fees and interest rates are clearly outlined and justified.
Essential elements
1
Interest Rate Margin
Defines the cost of borrowing.
2
Commitment Fees
Charges for unused credit.
3
Default Interest
Penalty for late payments.
Action framework
ACCEPT
Propose edits when interest rates or fees are not competitive or lack transparency.
EDIT
Reject clauses that impose unreasonable fees or lack clear calculation mechanisms.
ADD
Add clauses for performance-based adjustments if they are missing.
PRO TIP
Always consult with local legal experts to ensure compliance with jurisdiction-specific regulations.
Real-world examples
FAVORABLE
Transparent Fee Structure
"The interest rate shall be 3% above the LIBOR rate, with a commitment fee of 0.5% on the unused portion of the credit line."
NEUTRAL
Standard Rate Clause
"The interest rate is set at the prime rate plus 2%."
UNFAVORABLE
Hidden Fees
"Additional fees may apply as determined by the lender."
Alternative scenarios & positions
High-Risk Projects
For high-risk projects, lenders may impose higher interest rates and fees. Borrowers should negotiate for performance-based reductions.
Cross-Border Transactions
In cross-border transactions, ensure compliance with international regulations and consider currency exchange impacts on interest rates.
Start-Up Financing
Start-ups may face higher rates due to perceived risk. Negotiate for step-downs as the company achieves milestones.
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WEEK 1
CLM Readiness and Design
Our CX team works with you to understand your contracting challenges, prioritize key workflows, and identify the biggest impact areas. We build a tailored implementation plan that fits your needs.
WEEK 2
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We connect DocJuris to your contract repositories, set up admin and user accounts, and ensure your environment is ready for success.
WEEK 3
Deliver & Test
Your team builds initial playbooks, reviews existing clause libraries, and trains the DocJuris agent to align with your internal standards and negotiation positions.
WEEK 4
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