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Draft TSA templates based on past agreements

Draft TSA templates based on past agreements

Your first prompt to AI

Your first prompt to AI

"Generate TSA integration templates based on the attached past agreements and deal conditions; output standardized sections with examples."

"Generate TSA integration templates based on the attached past agreements and deal conditions; output standardized sections with examples."

Enhanced AI workflow

Upload previous TSA documents into retrieval database (e.g. a tool like our AI Suite)
Upload term sheet or integration plan from current deal
AI matches applicable clauses based on deal context
Generates draft TSA with placeholders
Output to Word or legal review portal

AI accessing tools and data

AI accessing tools and data

Benefits using AI

Benefits using AI

Standardized output

Standardized output

Faster execution

Faster execution

Eliminated manual copy-pasting

Eliminated manual copy-pasting

Applied in

Applied in

Post-Merger Integration

Post-Merger Integration

Requesting departments

Requesting departments

Legal & Accounting, Fund Operations

Legal & Accounting, Fund Operations

Beneficiaries

Beneficiaries

Legal Counsel, Integration Manager, Operations Analyst

Legal Counsel, Integration Manager, Operations Analyst

Explore more tasks to be streamlined with AI

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Draft consistent stakeholder communications

Draft consistent stakeholder communications

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Build defensible valuation models based on historic and market data

Build defensible valuation models based on historic and market data