PLAYBOOK TEMPLATES
Letter of Intent (LOI)
A Letter of Intent expresses preliminary terms for a potential transaction, outlining intent before formal contracts. This playbook clarifies binding vs. non-binding provisions and confidentiality obligations.
Other Corporate Transactions
Issue & Concept List
Scope & Deliverables
Representations & Warranties
Indemnification
Limitation of Liability
Termination Rights
Payment Terms & Conditions
Confidentiality & IP Rights
Governing Law & Dispute Resolution
Data Protection & Privacy
Change of Control & Assignment
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What you get in this playbook
1
Scope & Deliverables
Defines the parties’ obligations, deliverables, and acceptance criteria.
2
Representations & Warranties
Statements of fact and assurances each party makes about its business and the transaction.
3
Indemnification
Obligations to compensate the other party for losses arising from breaches or third-party claims.
4
Limitation of Liability
Caps, exclusions, and carve-outs on recoverable damages under the contract.
5
Termination Rights
Rights, notice requirements, and procedures for ending the agreement.
6
Payment Terms & Conditions
Pricing structure, invoicing requirements, payment schedule, and late payment remedies.
7
Confidentiality & IP Rights
Protection, use, and ownership of proprietary information and intellectual property.
8
Governing Law & Dispute Resolution
Choice of applicable law, forum, and mechanisms for resolving disputes.
9
Data Protection & Privacy
Obligations to comply with data privacy laws and secure personal information.
10
Change of Control & Assignment
Restrictions and procedures for transferring rights or obligations under the agreement.
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