Transaction Issues List and Closing Agent
The Transaction Issues List and Closing Agent reads every markup of the finance documents exchanged between lenders, sponsors, government and their counsel, and tracks each point in a live issues list by document and clause. As the deal moves to signing, it runs the conditions precedent, signing and closing checklists and assembles the closing bible. Counsel and the parties agree every position, and authorised signatories sign.
Ideal forBanking lawyers
The difference
From 3-5 hours per markup round to 45-75 minutes
Your lawyers and transaction managers spend their time negotiating open points instead of compiling lists and chasing documents.
Done by hand
3-5 hours per markup round
With the Vanine agent
45-75 minutes
Time returned to your team
75%
Indicative figures. We measure your own baseline in the first fortnight so the numbers you see are yours.
Nothing gets lost between rounds
A project financing can involve a common terms agreement, facility agreements, intercreditor, security documents and direct agreements, each marked up by several firms. The agent keeps every open point visible, so a conceded clause does not quietly reappear.
Closing without the late nights
CP checklists and signing logistics often consume the final weeks before financial close. The agent tracks each condition precedent, its owner and its evidence, so the team sees exactly what stands between them and close.
A closing bible that is actually complete
Assembling signed documents, CP evidence and certificates after close is tedious and often delayed for months. The agent builds the closing bible as documents are finalised, indexed and ready to hand over.
Capabilities
One live issues list and a clean closing bible, without the spreadsheet chaos.
Built for project finance and banking lawyers, transaction managers at lenders and DFIs, sponsor deal teams and government transaction advisers on South African financings, PPPs and IPP deals.
Markup comparison
Compares each new draft with the previous turn and extracts every change by document and clause, with the party and firm that proposed it.
Live issues list
Maintains a single issues list across the common terms agreement, facility agreements, intercreditor, security and direct agreements, with status, owner and agreed position.
Cross-document consistency
Flags where a change in one document, such as a defined term or covenant in the facility agreement, needs a matching change in the intercreditor, security or direct agreements.
Conditions precedent tracking
Runs the CP checklist, including security such as cessions in security, mortgage bonds, notarial bonds and share pledges, board resolutions and regulatory approvals, with evidence for each item.
Signing and closing checklists
Tracks execution versions, signatory authorities, signature pages and closing deliverables so the parties know what remains on each day to close.
Closing bible assembly
Collects signed documents, CP evidence and certificates into an indexed closing bible for each party once counsel confirms the final set.
How it works
From your systems to a result you sign off
Counsel and the parties agree every position, and authorised signatories sign the documents. The agent tracks, it does not negotiate or sign.
Connect the places your transaction documents already live.
Draft and marked-up finance documents from iManage, NetDocuments, SharePoint, Outlook or the deal data room. 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
- DocuSign and Adobe Sign
- Virtual data rooms
Runs as each markup arrives or on request in Teams, Copilot Studio or OpenAI Frontier, using the models your organisation approves.
A live issues list and CP, signing and closing checklists in Excel, and an indexed closing bible in SharePoint or your document system.
Step by step
- 01
A new markup arrives from counsel by email or in the data room.
- 02
The agent compares it with the previous turn and updates the issues list by document and clause.
- 03
It flags cross-document knock-on changes for the drafting team.
- 04
As signing approaches, it runs the CP, signing and closing checklists.
- 05
Counsel confirm agreed positions and signatories sign the execution versions.
- 06
The agent assembles and indexes the closing bible.
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.
"What changed since round 2?"
- deal
- IPP senior financing
- round
- Round 3
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
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 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.
+YOUR TRANSACTION 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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