Corporate services with every answer traced back to the document.
Client-relationship teams turn a stack of PDFs into an answer — economics of an LPA, minutes for forty SPVs, the contracts expiring next quarter — with a citation to the page, in-house.
Real prompts, the files they read, and what comes back — all inside your network.
Summarise an LPA and its side letters
A 68-page limited-partnership agreement and two side letters arrive before a board. Someone needs the economic terms and anything that conflicts — today.
Example prompt
›summarise this LPA
Reads
The executed LPA
Side letters
Prior fund documentation
Returns
Term, fees, carry and hurdle, GP commitment, key-person clause — in a table with page references — plus a flag where a side letter's MFN clause reads broader than the LPA.
Stays inside: Investor terms and side letters are commercially sensitive; they are read on the firm's appliance and nowhere else.
Pre-fill board minutes for forty SPVs
Quarterly boards for a portfolio of holding companies. The minutes follow a pattern, but the facts — accounts, resolutions, attendees — differ for each entity.
Example prompt
›prepare the board minutes for LuxCo 7, Q3
Reads
Previous minutes
Entity register and resolutions
Interim accounts
Returns
Draft minutes in the house format with the entity facts filled in, and the items that need an actual decision highlighted for the directors.
Stays inside: Entity data stays in the firm's register; nothing is uploaded to a drafting service.
Which contracts expire in Q4?
Leases, licences, outsourcing agreements and custody contracts across the portfolio each carry a notice window. Missing one is expensive.
Example prompt
›which contracts expire in Q4?
Reads
Contracts library
Term and notice clauses
Entity calendar
Returns
A list by expiry date with the notice deadline for each, auto-renewals separated out, and the clause it comes from.
Stays inside: The contracts library — often the most confidential store a fiduciary holds — is indexed locally and never leaves.
Connected for this desk
Entity register
Document management
Accounting exports
Mailboxes
Contracts library
Compliance references
RCS and RBE filing obligations
AML/CFT — law of 12 November 2004
GDPR / CNPD — no third-country transfer
CSSF Circular 22/806 for supervised PSFs — no outsourcing