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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.
Reporting Requirements
Negotiation strategy
Ensure the reporting requirements are comprehensive and align with standard practices. Include specific timelines and formats to facilitate easy monitoring.
Negotiate for reasonable reporting frequencies and formats that align with existing capabilities. Advocate for grace periods and confidentiality protections.
Essential elements
1
Report Types
Specify required report types.
2
Reporting Frequency
Define how often reports are due.
3
Confidentiality Protections
Safeguard sensitive information.
Action framework
ACCEPT
Propose edits if the reporting frequency is too burdensome or lacks clarity.
EDIT
Reject if the clause imposes unreasonable administrative burdens without flexibility.
ADD
Add language for grace periods and confidentiality if absent.
PRO TIP
Always align reporting requirements with the borrower's existing systems to ensure compliance.
Real-world examples
FAVORABLE
Preferred Reporting Clause
"The Borrower shall provide the Lender with monthly financial statements and annual compliance certificates in electronic PDF format within 30 days of the end of each reporting period. All information provided shall be subject to confidentiality protections as outlined in Section X."
NEUTRAL
Standard Reporting Clause
"The Borrower shall submit quarterly financial reports in a format agreed upon by both parties."
UNFAVORABLE
Overly Burdensome Reporting Clause
"The Borrower shall provide daily financial updates and unrestricted access to all financial records."
Alternative scenarios & positions
High-Risk Borrowers
For high-risk borrowers, require more frequent reporting and stricter confidentiality measures to mitigate potential risks.
Start-Up Companies
Start-ups may need flexible reporting timelines due to evolving financial systems and limited resources.
International Operations
Consider different time zones and regulatory requirements when setting reporting deadlines for international entities.
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WEEK 1
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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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WEEK 3
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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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