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PLAYBOOK TEMPLATES
Investment Subscription Agreement
An Investment Subscription Agreement sets the terms for an investor‚ purchase of securities in a company or fund. This playbook addresses representations, closing conditions, and investor rights under applicable securities laws.
Interest Rates & Fees
Negotiation strategy
Ensure that the interest rate formula is clearly defined and includes a margin that reflects current market conditions. Advocate for a rate cap to protect against excessive rate increases.
Negotiate for transparency in the interest rate calculation and seek a rate collar to limit exposure to rate volatility. Request detailed documentation of all fees.
Essential elements
1
Interest Rate Formula
Defines rate calculation method.
2
Fee Schedule
Lists all applicable fees.
3
Rate Adjustment Mechanism
Outlines rate change conditions.
Action framework
ACCEPT
Propose edits if the rate formula lacks clarity or if fees are not comprehensively listed.
EDIT
Reject clauses that allow unlimited rate adjustments without notice.
ADD
Add clauses for transparency and documentation of rate calculations.
PRO TIP
Always ensure that the interest rate and fee terms are clearly documented and communicated to avoid future disputes.
Real-world examples
FAVORABLE
Transparent Rate Calculation
"The interest rate applicable to the loan shall be calculated based on the following formula: LIBOR + Margin. The Margin shall be determined as per the agreed schedule and may be subject to adjustment based on market conditions."
NEUTRAL
Standard Fee Schedule
"The Borrower shall be responsible for the payment of the following fees: (i) Origination Fee of 1% of the loan amount, payable upon execution of the loan agreement."
UNFAVORABLE
Uncapped Rate Adjustment
"The interest rate may be adjusted at the Lender's discretion without prior notice to the Borrower."
Alternative scenarios & positions
High-Interest Environments
In high-interest environments, ensure that the rate cap is set at a level that protects the Borrower from excessive increases while allowing the Lender to adjust for market conditions.
Low-Interest Environments
In low-interest environments, focus on securing a rate floor to ensure the Lender maintains a minimum return, while still providing competitive rates to the Borrower.
Volatile Markets
In volatile markets, emphasize the importance of a rate collar to stabilize payments and protect both parties from unpredictable rate swings.
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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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