Investment fund and asset management reviews powered by data
Enabling you to manage legal risk and improve decision-making to stay ahead of the market.
Investment fund reviews powered by data
Datalis provides a unique insight on market terms and trends across all asset classes by collecting vast amounts of contractual data. Using this data will improve your investment process, inform future decision-making and facilitate negotiations of fund terms.
Advising on close to 150 fund investments each year provides us with a wealth of data which Datalis uses to prepare consistent reporting to ensure key terms and risks are identified and addressed.
Datalis builds an image of the legal positions across your portfolio and compares it against broader market practice, allowing you to identify and mitigate potential legal risks.
Having built up an image of your positions, Datalis allows you to put in place parameters within which teams may operate and to set escalation triggers to free up risk and legal teams.
Asset management reviews powered by data
Datalis IMA improves templates and drives negotiations by identifying items that are not market standard and missing regulatory disclosures. It also manages legal risk and informs decision-making by creating risk reports and House guides.
Datalis IMA generates an advice note highlighting where the IMA requires amendment for regulatory compliance and to bring it in line with market standard. It can also create a database of your key terms, and build risk profiles and House guides.
It combines market expertise with a cost-effective approach using our specially-trained paralegal team. Senior team members advise you on the output and carry out negotiations on your behalf.
With each IMA review, Datalis IMA’s database of market standard terms evolves. This provides solid data for your negotiations and enables us to create gold standard templates.
Partner
Oliver specialises in the structuring and establishment of private investment funds across a range of asset classes.
Partner
Elizabeth is a Financial services regulatory partner with extensive expertise advising asset managers, fund managers, depositaries and insurance companies on the constantly shifting landscape in the UK and EU.
