Contract Lifecycle Management
- Creating, designing, and managing contracts with contracts under fiduciary obligation.
- Keep track of your contracts at every stage in the program.
- Assuring consideration of all party
The facility most common methods:
- Firm Commitment – the underwriter guarantees the sale of the issued stock at the agreed-upon price.
- Best Efforts sell at the agreed-upon price.
- All-or-None to Sell the entire offering or to cancel
Type of Contract Agreements
- Service Agreements
- Act of Sale Agreements
- Security Agreements and Bonds
- Business Certification and Planning Documents
- Estate and Trust Agreements
- Transfer Documents
- Government Contracts
- and More
Connecting Data, Monitoring Offers, and Acceptance Agreement
- Pre-signature activities involve everything from creating the contract to signing on the dotted line.
- Post-signature activities occur after the contract is signed and continue until it’s either renewed or terminated.
The 6 Stages of CLM are:
Creation
After you get a verbal agreement, it is put in writing, physically and digitally with careful attention to personalization of details for each agreement.
Negotiation, Planning and Collaboration
Once everyone’s signed, the contract gets securely stored with HSC. This ensures that only approved and vetted parties have access to the contract and retrieve what’s needed when needed it.
Administration and Execution
Ongoing contract management after agreements and programs are fulfilled up until the contract ends with the option or desire to renew; with an easy-to-access custody that makes documents easy to receive.
Management and Renewal
Negotiation, Planning, and Collaboration
Reporting and Tracking
PDFs and images are stored to make your contracts easily searchable for regulatory body reporting that presents information for a specific financial verification and certification of events dealing with equity acquired and transferred.
Underwriting
HSC Investments preform the standard 6 underwriting steps: character, capacity, capital, collateral, conditions and credit score. Theses are widely regarded as the most effective strategy currently available for assisting lenders in determining which financing opportunity offers the most potential benefits.
These 6 steps are designed to assist HSC and investors to take advantage of investment financing opportunity.
1. Character
It is a subjective assessment of the personal history of the Investor. HSC must trust that a investor is trustworthy and can be counted upon to pay back the loan. History features like your history with credit, education, and job positions are factors in this study of a business loan. In fact, to protect the interest of the investment and other investors. HSC will only want to do business with credible and ethical clients.
2. Capacity
It is an indicator to HSC position to pay the loan. HSC wants to learn how you plan to repay the loan before it margin the investment’s stock. While looking at capacity, HSC underwriters will review investors capability to repay a loan, using both legally and financially aspects.
3. Capital
The investor must have his/her capital invested in the investment before a HSC decides to risk in the investment’s position. Capital refers to the investors monthly pledges to the investment. There is no fixed amount but the investor must be a current accountholder and make the standard monthly pledge.
4. Conditions
It is an overall assessment of the current economic environment and the investment intent of the credit. In this case it would be the community investment return. Clearly, in a time of economic growth of the investment is the overall factor, that takes in consideration of economy is unpredictable.
5. Collateral
Collateral refers to when a HSC uses a investor’s heavy equipment, receivable accounts, stocks, and other assets as leverage due to default on repay the loan or if the company fails to pay it on time. Small objects like computers and office furniture are not considered as collaterals, thus, the company uses the individual’s assets as collateral.
6. Cash flow
Cash flow refers to the Investors current profits over its cost that the investor incurred over a fixed period. HSC will request the monthly cash flow statement for the first year will be utilized in this case.
