A disclosure bundle collects the documents disclosed against warranties or verification points, in a referenced and indexed set.

Disclosure bundles are usually finalised under time pressure just before signing. Late additions mean renumbering, and every number cited in the disclosure letter has to match the bundle exactly.

Each document receives a number from the index, which can be cited in the disclosure letter or schedules.

Use sections to group documents by warranty, schedule or subject area, so the bundle is easy to navigate.

Make late changes and regenerate the bundle with an updated index in one click.

Share the final bundle with all parties, or export it to your document management system for safekeeping.

A seller's team can prepare the bundle that accompanies the disclosure letter in the United Kingdom, or support the disclosure schedules on a United States deal.

A verification bundle can bring together the evidence supporting statements in a prospectus.

Disclosure documents for an investment round can be organised and shared in one set.

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

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