By practice · Banking and finance
Facility agreements, read at the speed of the deal
Events of default, change of control, covenants and security, found across every finance document and checked on its page.
The work, as it is today.
A refinancing can mean reading dozens of facility, security and intercreditor documents to find the clause that blocks the deal. Finch finds it, and shows you the page.
What Finch takes on
Where Finch helps banking and finance
- 01Finch Review
Find the triggers
Change of control, events of default and cross-default across every finance document.
- 02Playbooks
Review against your positions
Covenants and undertakings rated against your playbook, with tracked changes.
- 03Finch Agent
Read the data room for the deal
Plan, approve, read, flag, and mark up the agreement in your own file.
- 04Contract Intelligence
Keep the obligations in sight
Reporting dates and undertakings on one register.
Finch Agent
Clause 14.2, page 37.
In the Finch Agent film, a change of control in the Halden facility agreement is flagged as an event of default, and the SPA cap is marked up to match.
Read the whole data room for Project Halden. Flag every change-of-control and indemnity risk, then mark up the SPA.
Proposed plan You approve before anything is read
- Read every document in the data room, in full
- Find each change-of-control and indemnity clause
- Rate each one against our playbook
- Mark up the SPA in tracked changes
- Check every statement on its page
Approved by you
Change of control Facility Agreement · cl. 14.2 · p. 37
Tax indemnity Tax Deed · cl. 4.1 · p. 12
Tracked edit, SPA 9.2: shall not exceed £5,000,000 £12,500,000
The products
What banking and finance use
Finance-specific playbooks are built with you during onboarding.
Questions
Does Finch know our standard positions on a facility?
It learns them. Your positions go into a playbook during onboarding, and Finch reviews every agreement against it.
See Finch on one of your matters.
Register interest and the next step is a 45-minute live demonstration on one matter, end to end: intake, an 800-page set, the brief, an advocacy note and a draft with tracked changes.