Conditions Precedent Tracker Agent
The Conditions Precedent Tracker Agent builds the CP checklist across the facility, security, project and regulatory agreements, then tracks each document from draft to satisfaction. It produces a clear CP status report for every close call, so your deal team always knows what is outstanding, who owns it and what is blocking financial close.
Ideal forProject finance lawyers
The difference
From 4-6 hours per CP status report to 30-60 minutes
Your deal team drives the transaction to close instead of maintaining spreadsheets between calls.
Done by hand
4-6 hours per CP status report
With the Vanine agent
30-60 minutes
Time returned to your team
85%
Indicative figures. We measure your own baseline in the first fortnight so the numbers you see are yours.
One version of the truth
CP lists live in many spreadsheets across lenders, sponsors and counsel. The agent keeps a single, current checklist linked to the documents that satisfy each item.
Nothing slips at close
Exchange control approvals, security registrations, board resolutions and regulatory consents are easy to overlook. The agent flags long-lead items early.
Shorter close calls
Status reports are ready before each call, so the deal team spends its time resolving blockers rather than reading the list aloud.
Capabilities
Reach financial close with every condition precedent tracked and evidenced.
Built for lenders' counsel, borrowers' counsel, DFI and bank transaction teams, sponsors and facility agents closing project finance and infrastructure deals in South Africa.
CP checklist extraction
Reads the common terms agreement, facility agreements, intercreditor and security documents and extracts every condition precedent into a structured checklist.
Document matching
Matches documents uploaded to the data room or received by email to the CP they satisfy, and notes whether they are drafts, signed or certified copies.
Security and registration tracking
Tracks cessions in security, mortgage and notarial bonds, share pledges and direct agreements, including registration steps that depend on the Deeds Office.
Regulatory approvals
Monitors regulatory CPs such as exchange control approvals for foreign lenders and shareholders, NERSA licences or exemptions, environmental authorisations and Competition Commission approvals.
Ownership and responsibility
Assigns each CP to a responsible party and deadline, and drafts follow-up emails for items that are late or at risk.
CP status reporting
Produces the CP status report for each close call, with outstanding items, blockers and a summary of what remains before financial close.
How it works
From your systems to a result you sign off
Lenders' counsel confirms each CP as satisfied, and the facility agent and lenders issue the CP satisfaction notice.
Connect the places your finance documents already live.
Finance and project documents from iManage, NetDocuments, SharePoint or the data room, plus CP correspondence in Outlook. 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
- Virtual data rooms
Runs daily or on request in Teams, Copilot Studio, OpenAI Frontier or your own AI platform.
A live CP checklist in Excel and a status report ready for each close call, shared through SharePoint or Teams.
Step by step
- 01
The agent extracts CPs from the finance and project documents into a checklist.
- 02
It assigns owners and deadlines and flags long-lead approvals.
- 03
It matches incoming documents to CPs and updates their status.
- 04
It produces the CP status report before each close call.
- 05
Counsel reviews each item and confirms satisfaction.
- 06
The facility agent confirms CPs are met for financial close.
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.
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.
"Check every CP against the documents"
- deal
- Solar IPP
- close
- 28 Aug 2026
On a model you host yourself
Run the agent on open-weight models in your data centre or private cloud. Your finance documents never leave your network, which keeps POPIA and data residency straightforward.
- Llama
- Mistral
- Ollama
- or any OpenAI-compatible endpoint
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
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 we deliver it
One agent, three ways to hold it
Start where your team already works, then take it as far into your systems as the value justifies.
DATA SECURITY & PRIVACY
Your finance documents stay yours.
The agent runs inside your tenancy, reads only what each task needs, and never trains on your finance documents. Every step is logged so your auditors can see exactly what it touched.
Built for regulated work.
+YOUR FINANCE DOCUMENTS NEVER LEAVE YOUR ENVIRONMENT
More agents
More agents we build for South African enterprises
Each one is built on the same foundation: your documents, your rules, and your people signing off.
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