Sometimes each investor or party needs their own set of documents, containing only what relates to them.

Building a separate set for every investor or party is repetitive and time-consuming. It's also easy to include a document that a particular party shouldn't receive, such as another investor's side letter.

Build one complete binder with every document, then duplicate it for each investor or party.

In each duplicate, remove the documents that party shouldn't receive. Your master binder stays intact.

Use binder permissions to give each investor or party access to their own set only.

Every set uses the same template and index style, so each party receives a professional, consistent record.

On a fund closing, each limited partner needs their own set of executed documents, and the fund needs a complete set too. Binders let you produce all of these quickly, instead of an associate spending a day assembling them one by one.

For a settlement programme, you can produce a final record of every executed settlement agreement and adviser certificate across the whole group of employees, with individual sets where needed.

On a syndicated loan, you can produce a set for each lender as well as a full set for the agent.

Explore the Binders collection on the knowledge base to create your first binder.

💬 If you need any further assistance, reach out to customer.success@legatics.com.