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Retrieve notice periods of all Portco CEOs

Retrieve notice periods of all Portco CEOs

Your first prompt to AI

Your first prompt to AI

“Review the CEO employment agreements for all portfolio companies and extract the notice periods for termination or resignation, referencing exact clauses and pages.”

“Review the CEO employment agreements for all portfolio companies and extract the notice periods for termination or resignation, referencing exact clauses and pages.”

Enhanced AI workflow

Input via SharePoint: Upload executive contracts or centralize document links from Dataroom or Portco HR
AI-Extraction in AI Chat: Parse legal text for termination/resignation clauses related to notice periods
AI-Validation: Highlight ambiguities or missing data and flag contracts requiring manual review
AI-Summarization: Compile all notice periods into a structured table with Portco names, CEO names, durations, and source references
Output via Excel/Teams: Deliver editable summary table for Legal/Fund Ops follow-up

AI accessing tools and data

AI accessing tools and data

Benefits using AI

Benefits using AI

Faster execution

Faster execution

Standardized processes

Standardized processes

Freed up human focus

Freed up human focus

Applied in

Applied in

Contract analysis, Executive monitoring, Portfolio tracking

Contract analysis, Executive monitoring, Portfolio tracking

Requesting departments

Requesting departments

Legal & Accounting, Fund Operations

Legal & Accounting, Fund Operations

Beneficiaries

Beneficiaries

Legal Counsel, Fund Ops Manager, Investment Associate

Legal Counsel, Fund Ops Manager, Investment Associate

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