Learn how Factor can help.
AI-INTEGRATED CONTRACTING / ASSET MANAGEMENT

Lightning-fast liquidity.

Leading Asset Management firms are embracing Factor as a game-changing alternative to traditional legal counsel to streamline transactions. Supported by GenAI, Factor standardizes private market transactions—from primary investments to portfolio transfers—ensuring swift, accurate closings with significant cost savings.
See for yourself
Close accurately and on-time
Factor-built GenAI accelerators
Big savings vs. traditional firms
OUT WITH
THE OLD

Built to navigate
complexity.

As easy as it might be to throw more work on the plate of law firms and in-house teams, the reality is that their expertise isn’t in project management, process, or contract work at scale. Factor was designed precisely for this—to manage complex, high-volume transactions and help clients navigate the tangle of transactional contracts efficiently.

92%
growth in secondary fundraising year-on-year in 2023.
420
highest number of secondaries transactions that a single firm was able to advise on.
5
average months from launch to close for GP-led deals
3x
value of secondary transactions predicted from $114 billion in 2023 to $417 billion in 2030.

A better fit.

Factor’s solution leverages our proven, market-optimized service platform to provide efficient, templated execution with subject-matter expertise, contract negotiation know-how, and white-glove user experience.
HOW IT WORKS

Deal Negotiations

Managers of LP-led transactions negotiate and conclude Purchase and Sale Agreements (PSA) for underlying fund interests. 

FACTOR’S
END-TO-END SOLUTION
TAKES OVER INCLUDING:
- Transaction management

- AI & tech-enabled
contract review

- Data & reporting

Establish rules for engagement
Factor can partner with existing providers, or assume the bulk of the workload, helping establish and manage the roadmap for the transaction.
Review of LPAs
We review and enter LP provisions to database in parallel with transferee due diligence process.
Satisfy AML and KYC request
Factor supports the handover of KYC pack to appropriate parties
Negotiation of Transfer Agreement
We initiate negotiation, introduce bespoke drafting and side letter requests.
Negotiation of side letter provisions
Factor finalizes side letter negotiations, including qualifications of underlying LPA and other requests
Populate investor questionnaire
We populate LP subscription documents with transferee details. Complete representation and information for the benefit of underlying LP
Execution of Transfer Documentation
Factor facilitates execution and housekeeping activities as well as notification to relevant parties.
WHERE TO START

Fast-track deals with
NDAcclerator

Heavy workloads and limited capacity can delay NDAs and pre-transactional tasks. Factor’s updated NDA solution is tailored to asset managers' specific needs, resulting in cheaper and more efficient processes.
Download an overview
WHAT WE DELIVER:
Common Contracts

Expedited contract execution becomes a catalyst for more revenue generating deals

Due Diligence & Information Management

Review, extraction and storage throughout the private equity deal cycle

Virtual Data Room

Deliver secure information protocols, virtual repositories and design bespoke virtual data rooms.

Further Reading
INSIGHTS
Rewriting the Playbook: How Private Equity Can Evolve Without Regulatory Reform
August 5, 2024
In a new article for Private Funds CFO, Factor's Bern Buys discusses how private equity can evolve through self-regulation and technological innovation in the wake of rejected SEC oversight rules.
READ MORE
INSIGHTS
Build vs Buy Will Never Be the Same Again, Thanks to Custom GenAI
November 30, 2023
The rise of the empowered user-builder heralds innumerable new ways of working for in-house teams. GCs should identify their own paths to accelerate how this arrives in their legal function.
READ MORE

Get Integrated.

Want to talk with the experts in GenAI-powered contract management and legal operations modernization? Learn how Factor can help.

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