B-BBEE Ownership Transaction Agent

The agent analyses proposed empowerment structures against the ownership element of the B-BBEE Codes of Good Practice, covering voting rights, economic interest, flow-through and net value. It models how vendor finance, third-party funding, lock-ins and dividend flows change your points over time, so you can compare structures before terms are agreed.

Ideal forCorporate finance teams

The difference

From 8-12 hours per structure analysed to 1-2 hours

Your advisers test several structures in the time one used to take, and negotiate with a clear view of what each option delivers.

Done by hand

8-12 hours per structure analysed

With the Vanine agent

1-2 hours

Time returned to your team

85%

Indicative figures. We measure your own baseline in the first fortnight so the numbers you see are yours.

Points over time, not just at signing

Net value depends on how quickly funding is repaid, so a structure can score well at signing and fall short later. The agent shows year-by-year ownership points under different scenarios.

Structures compared side by side

Broad-based trusts, employee schemes and strategic partners each behave differently. You see the trade-offs in points, cost and dilution before you negotiate.

Ready for verification

Clear workings and a document trail make verification smoother, whether you are measured under the generic Codes or a sector code such as the Financial Sector Code.

Capabilities

Model your empowerment deal's ownership points today and every year ahead.

Built for corporate finance teams, private equity funds, transaction advisers, B-BBEE consultants and legal teams structuring empowerment ownership transactions in South Africa.

Ownership points calculation

Calculates voting rights, economic interest and net value under the ownership element of the Codes, including the net value sub-minimum and points for black women and new entrants.

Flow-through analysis

Applies flow-through and, where relevant, modified flow-through principles through holding companies, trusts and funds, showing how black ownership is measured at each level.

Funding structure modelling

Models vendor finance, preference shares and third-party debt, with repayment scenarios driven by dividends, share value growth and interest rates.

Net value over time

Projects the net value position year by year, showing when targets are met and how sensitive they are to dividend and valuation assumptions.

Lock-ins and exit terms

Reviews lock-in periods, pre-emptive rights, leaver provisions and exit mechanics in the transaction documents and flags risks to continued recognition.

Structure comparison memo

Drafts a comparison of alternative structures covering points, cost to existing shareholders, dilution, tax and governance, for the deal team and advisers.

How it works

From your systems to a result you sign off

Your transaction advisers and B-BBEE specialists confirm the structure, and a SANAS-accredited verification agency issues the certificate.

SharePointOutlookTeamsExcelWord
Any system you use
Connects

Connect the places your transaction documents already live.

Draft term sheets, shareholder and funding agreements, share registers, current B-BBEE certificates and financial projections from SharePoint or your document system. Already use something else? We connect that too.

  • OpenAI Frontier
  • Your own AI platform or models
  • Microsoft 365 (Teams, SharePoint, Outlook, Excel)
  • Copilot Studio
  • iManage and NetDocuments
  • CIPC share and beneficial ownership records, through your data provider
Works in

Runs on request in Teams, Excel or OpenAI Frontier during structuring, using the models your organisation approves.

Ownership points calculation
Flow-through analysis
Funding structure modelling
Net value over time
Lock-ins and exit terms
Structure comparison memo
Delivers to

An Excel model of ownership points over time and a structure comparison memo in Word.

Step by step

  1. 01

    A proposed empowerment structure or term sheet is shared.

  2. 02

    The agent extracts shareholders, funding terms and lock-ins.

  3. 03

    It calculates current ownership points, flow-through and net value.

  4. 04

    It models points year by year across funding scenarios.

  5. 05

    Advisers review the model and challenge the assumptions.

  6. 06

    The team selects a structure and the agent finalises the comparison memo.

Deployment

Runs inside the tools your team already uses

The same agent and the same cited output, delivered three ways: through the AI assistant you have rolled out, on a model you host yourself, or inside your own software.

Model Context Protocol

In the frontier assistant you already pay for

We publish the agent as an MCP server. Add it as a connector and your team calls it from the chat they use every day, with no new tool to learn.

Adopting frontier AI across your teams
Called from ClaudeMCP connected

"Calculate the ownership points"

Toolb_bbee_ownership_transaction.calculate_points
deal
Empowerment 30%
codes
Amended Codes
Returned20.4 of 25 pointsEvery finding linked to its source document
Self-hosted

On a model you host yourself

Run the agent on open-weight models in your data centre or private cloud. Your transaction documents never leave your network, which keeps POPIA and data residency straightforward.

  • Llama
  • Mistral
  • Ollama
  • or any OpenAI-compatible endpoint
Sovereign AI on your infrastructure
Bespoke systems

Inside your own software

Trigger a run from your own workflows, and push the finished output into your ERP, GRC or reporting systems. We build the integration with your team.

  • REST API
  • Webhooks
  • Batch jobs
  • Embeddable review panel
Custom integrations from our software factory
Governance

Governed the same way, every route

Whichever way your team reaches the agent, identity, permissions and audit stay with your existing controls.

  • Single sign-on through Entra ID, Okta or Google Workspace
  • Reads only the documents each user is already allowed to open
  • Every tool call written to an audit log you can export
How your data is handled

DATA SECURITY & PRIVACY

Your transaction documents stay yours.

The agent runs inside your tenancy, reads only what each task needs, and never trains on your transaction documents. Every step is logged so your auditors can see exactly what it touched.

Built for regulated work.

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WHAT THE AGENT KEEPSONLY THE OUTPUTENCRYPTED AT REST0 BIT AES0% DELETABLE0 TRAINING RUNS

YOUR TRANSACTION DOCUMENTS NEVER LEAVE YOUR ENVIRONMENT

Precision AI for Institutional Workflows

Build once.Deploy across teams.Improve over time.