Contract analysis
Clause-by-clause risk read on any document of the firm. Pick a contract, or open any document from a matter.
Contract analysis / preliminary-diligence-request-list.docx
preliminary-diligence-request-list.docx
High · 1
Medium · 0
Standard · 0
1. Folder Structure. The folder structure within the VDR should mirror the numbered categ
1. Folder Structure. The folder structure within the VDR should mirror the numbered categories set forth in this Request List (e.g., "Category 1 — Corporate and Organizational," "Category 2 — Financial," etc.), with sub-folders corresponding to the numbered sub-sections within each category.
2. Document Format. Documents should be produced in native format where possible. Specifi
2. Document Format. Documents should be produced in native format where possible. Specifically, spreadsheets should be produced in Ashbury Holdings Excel (.xlsx) format, editable documents should be produced in Ashbury Holdings Word (.docx) format, and executed agreements and official filings should be produced in PDF format. Where a document exists in both executed and unexecuted form, both versions should be produc
3. Document Labeling. Each document uploaded to the VDR should be clearly labeled with a
3. Document Labeling. Each document uploaded to the VDR should be clearly labeled with a brief description and the date of the document. File names should be descriptive and follow a consistent naming convention (e.g., "1.1 — Certificate of Incorporation — Tessera Lending Inc — 2018-06-15.pdf").
4. Document Index. The Company is requested to prepare and maintain a running index of al
High
⚑ Non-compete / exclusivity restraint
4. Document Index. The Company is requested to prepare and maintain a running index of all documents uploaded to the VDR, organized by category, with a brief description, date, and document identification number for each item. E. Definition of "Material" Throughout this Request List, requests for "material" contracts, agreements, arrangements, or items generally refer to any contract, agreement, arrangement, or item