6
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.
Security & Collateral
Negotiation strategy
Ensure that the security interest is properly perfected and enforceable. Require the Borrower to provide regular updates on the status and valuation of the collateral.
Negotiate for reasonable valuation and release conditions. Ensure that the obligations are clearly defined to avoid over-collateralization.
Essential elements
1
Security Interest Creation
Establishes the security interest.
2
Perfection of Security Interest
Details steps for perfection.
3
Valuation of Collateral
Determines collateral's market value.
Action framework
ACCEPT
Propose edits if the clause lacks clarity on perfection or valuation processes.
EDIT
Reject if the clause fails to provide enforceability or remedies.
ADD
Add language if security interest or collateral terms are missing.
PRO TIP
Always verify jurisdiction-specific requirements for perfection and enforcement to ensure compliance.
Example clauses
FAVORABLE
Comprehensive Security Clause
"The Borrower hereby grants to the Lender a security interest in all of the Borrower's right, title, and interest in and to the Collateral, whether now owned or hereafter acquired, and wherever located, to secure the payment and performance of the Obligations."
NEUTRAL
Basic Security Interest
"The Borrower grants a security interest in the Collateral to secure obligations."
UNFAVORABLE
Incomplete Security Terms
"The Borrower may provide collateral as deemed necessary."
Fallbacks
Cross-Border Transactions
In cross-border transactions, ensure compliance with international laws and consider additional documentation for enforceability.
High-Value Assets
For high-value assets, require independent appraisals and regular revaluations to maintain adequate security coverage.
Rapidly Depreciating Assets
For assets that depreciate quickly, include provisions for periodic updates and adjustments to the security interest.
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Contract Playbook Templates
Launch in days, not months
Unlike complex CLMs with long implementations and steep learning curves, DocJuris is built for speed and simplicity. We integrate with your workflow—whether connecting to a CLM or uploading agreements manually—so you're up and running in days, not months.
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
Install Module
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
Launch
We support you in rolling out DocJuris to a pilot group or your full organization—with launch materials, training, and hands-on support to drive adoption from day one.
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