Investments template

Side letter tracker

Agents read your signed side letters across fund commitments. Your allocator team reviews negotiated rights, conditions and potential MFN elections with counsel.

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The agents

A manager disclosure starts a review.

Agents read your MFN clauses alongside manager disclosures. Your investment and legal teams review eligibility, exclusions and deadlines before making an election.

  1. 01

    Your letter is signed

    Read your negotiated rights alongside your commitment, conditions and exclusions.

  2. 02

    Eligibility is checked

    Compare manager disclosures with your own MFN clause. Flag potentially available rights with their sources.

  3. 03

    Counsel reviews the election

    Work through the election queue, check the cited clauses and keep the review in the same app.

The app

Your rights across the fund portfolio.

Compare your commitments across fees, reporting, excuse rights and co-invest. Open each term to check its clause, then review the elections that need attention.

Side lettersAllocator portfolioSearchAsk

Your commitments, your rights

Signed terms · Last read today at 09:42

Review elections
Rights across fund commitments5 letters · Allocator portfolio
FundMFNFeeReportingExcuseCo-invest
Halcyon Fund III$40MEligible1.25%QuarterlyTaxPriority
Juniper Credit II$25MReview1.25%MonthlyESGPro rata
Cedar Growth IV$15MEligible1.50%QuarterlyTaxPro rata
Rowan Buyout V$10MNone1.50%QuarterlyNoneNone
Willow Infrastructure II$35MEligible1.25%MonthlyRegulatoryPriority
Select a right to see its clause, conditions and source letter.
Juniper Credit II · reporting rightsMFN review
Side letter · §4.2

The Investor shall receive monthly portfolio statements within 30 days of month end.

The manager disclosed a new reporting right. Check our MFN threshold and exclusions with counsel before electing it.

Election queue

Juniper Credit IICheck commitment threshold§7.1
Cedar Growth IVCheck reporting exclusions§7.1
Willow Infrastructure IICheck election deadline§7.1

What it reads

  • Signed side letters and amendments
  • LPAs and your commitment records
  • New letters as they arrive

What the allocator sees

  • Your rights across fund commitments
  • Conditions and exclusions beside each term
  • MFN elections flagged for review

What you set

  • The rights your team tracks
  • Who reviews each election
  • Where signed documents are kept

Questions

What people ask about side letter tracker.

Can we change the rights the app tracks?

Yes. Ask for the fields and views your team needs. AI can rebuild the app around the way you work.

Can our team check the source of a term?

Yes. Extracted results keep their source references so your team can open the document and check the passage.

Is our investor data used to train models?

No. Your documents and results are never used to train a model, and a data processing addendum backs that.

Can it run in our own cloud?

Yes. Strive runs in our cloud, or in your own VPC on AWS, Google Cloud or Oracle Cloud, or on your own Kubernetes cluster.

Which document-heavy job would you hand over first?

Bring one process you want to improve and the information behind it. We build the first version with you in the session, so the first thing you see is your own work, running.

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An hour of your time and a process you know well. That's all it takes.