Security Package Tracker Agent
The Security Package Tracker Agent reads your finance and security documents and builds a live register of every security interest: cessions in security, mortgage and notarial bonds, share pledges and direct agreements. It tracks Deeds Office registration, delivery of share certificates and notices of cession, and flags gaps, conditions and expiries before they weaken your position.
Ideal forProject finance lawyers
The difference
From 12-16 hours per security review to 2-3 hours
Your transaction team spends its time closing perfection gaps with counsel instead of rebuilding the security register before every drawdown.
Done by hand
12-16 hours per security review
With the Vanine agent
2-3 hours
Time returned to your team
80%
Indicative figures. We measure your own baseline in the first fortnight so the numbers you see are yours.
One register, not ten spreadsheets
Security packages on SA project financings span dozens of documents across lenders, counsel and the security SPV. The agent keeps one current view of what is signed, registered, delivered and outstanding.
Perfection gaps caught early
An unregistered bond or an undelivered share certificate can undermine recovery when it matters most. The agent flags missing perfection steps while they are still simple to fix.
Nothing lapses unnoticed
Guarantees, insurance endorsements and direct agreement consents all carry dates and conditions. You get early warnings before an expiry becomes a default.
Capabilities
Know every cession, bond and pledge is perfected, current and enforceable.
Built for lenders' counsel, transaction managers, agency and security trustee teams at SA banks, DFIs such as the DBSA and IDC, and project companies in IPP and PPP financings.
Security document extraction
Reads the common terms agreement, intercreditor agreement, cessions, bonds, pledges and direct agreements, and extracts parties, secured obligations, secured assets and perfection requirements.
Perfection checklist
Builds a perfection checklist for each security type, such as notices of cession to debtors, delivery of share certificates with signed transfer forms, and registration of mortgage and notarial bonds.
Registration tracking
Tracks lodgement and registration of bonds at the Deeds Office, including electronic lodgement through eDRS where available, and checks registered details through Windeed or SearchWorks via your subscription.
Direct agreement monitoring
Tracks direct agreements with EPC and O&M contractors and PPA or implementation agreement counterparties, including step-in rights and outstanding consents and acknowledgements.
Expiry and condition alerts
Flags expiring guarantees, letters of credit, lender insurance endorsements and conditions subsequent, with reminders to the responsible party ahead of each date.
Gap and exception report
Compares the security in place with the security the finance documents and CP checklist require, including exchange control approvals for foreign lenders, and reports every gap.
How it works
From your systems to a result you sign off
Lenders' counsel confirms perfection and signs off the security position, and the conveyancer lodges and registers bonds at the Deeds Office.
Connect the places your security documents already live.
Executed finance and security documents from iManage, NetDocuments or SharePoint, CP checklists, and Deeds Office and CIPC search results through your data provider subscription. 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
- Windeed and SearchWorks, through your subscription
- Deeds Office records, including eDRS electronic lodgement
Runs on a schedule and ahead of each drawdown or reporting date, or on request in Teams or OpenAI Frontier, using the models your organisation approves.
A live security register and exception report in Excel or SharePoint, with alerts to the transaction manager in Outlook or Teams.
Step by step
- 01
Security documents are signed or a drawdown date approaches, and the agent starts.
- 02
It reads the finance and security documents and builds the required security list.
- 03
It checks each item against registration records, delivered originals and notices.
- 04
It flags gaps, conditions and upcoming expiries in an exception report.
- 05
Lenders' counsel and the transaction manager review and confirm the security position.
- 06
The register updates and reminders go to the responsible parties.
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.
"Map the security to the term sheet"
- deal
- Solar IPP
- agent
- Security SPV
On a model you host yourself
Run the agent on open-weight models in your data centre or private cloud. Your security 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 security documents stay yours.
The agent runs inside your tenancy, reads only what each task needs, and never trains on your security documents. Every step is logged so your auditors can see exactly what it touched.
Built for regulated work.
+YOUR SECURITY 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.
Precision AI for Institutional Workflows
