The ai-driven
Fund Lifecycle Management
made in Germany

Investment management company, custodian bank, asset manager, corporate finance consultants and investors usually communicate independently of each other by e-mail or correspondence. Individual processes have to be forwarded, correlated, discussed and approved many times.

PACTA enables you to realise all legal processes of your fund management on a single platform and have them controlled by legal experts. PACTA maps the right workflows for each internal and external stakeholder:

Learn more about our Legal Operations Management for legal departments.
Learn more about our Contract Lifecycle Management for sales departments.

Manually searching through legal documents and finding metadata, risks and deadlines is tedious and time-consuming.

PACTA brings your prospectuses and contracts to life. Our artificial intelligence "Themis" analyses and extracts all relevant investment data and deadlines for you. Monitor your funds and investor structures with the help of "Themis" and let it remind you of maturities and (reporting) deadlines.

This way, you create (semi-)annual reports and other audit reports on average 31% faster than before and minimise your risks in the process.

Prospectuses and investment conditions are currently drafted, discussed with all parties involved, approved and published within 90 days on average. However, the time required to coordinate individual sections with the depositary, asset managers or corporate finance advisors is often only a few hours. The real bottleneck in the system is trivial administrative tasks and inefficient document processing.

With PACTA, your legal experts provide you with a legal hub of automated processes and legally compliant forms on demand. By answering an easy-to-understand questionnaire, you can create a subscription form or prospectus perfectly formatted in your corporate design with all individual contents and variants for your next fund within minutes. In addition, you have permanent on-demand access to legal workflows and can initiate the subscription in a legally secure, independent and straightforward manner.

You coordinate with your colleagues and various people involved in the individualisation of attachment documents by means of endless e-mail chains and hundreds of comments, and edit Word documents in markup mode and in circulation.

With PACTA you edit your documents together with all parties in real time. This halves both the number of steps in your process and the time from draft to publication or drawing.

In order to shorten the set-up of the fund, you may individualise your contracts, investment conditions and risk notices yourself and without legal experts. This often results in legal errors or ambiguous clauses.

With PACTA, your legal experts control the legal content of your documents without being overloaded with simple repetitive tasks. If you want to exceed the set legal framework, you trigger a release loop with a mouse click so that your legal department can deal with these special cases.

In this way, you eliminate on average 75% of the sources of error in legal documents and at the same time ensure maximum agility in your fund structures.

The provable declaration of consent or release of a document by individual parties as well as the conclusion of subscription agreements or agreements on the change of investment principles with institutional investors by hand-signing, mailing and returning paper documents is not only time-consuming but also resource-consuming.

With PACTA signatures, you sign your documents within seconds instead of waiting an average of two weeks for a contract to be returned.

Protect the environment and save costs. For example, a mid-sized company would save an average of nearly 300,000 pages of paper, 4.3 tons of wood, and 1.5 tons of CO2 per year.

You have to manually organise and compare all your clauses and text modules for different variants of investment structures, conditions and legal prospectus contents. In addition, regulatory changes such as amendments to financial market legislation or regulatory decisions have to be collected, evaluated, assigned to different clauses and entered into a multitude of individual documents.

With PACTA, your legal experts keep track of all your clauses and legal texts at all times. Themis analyses your documents, recognises, extracts, categorises and names all your clauses so that you can compare, version and update them in one central place. PACTA then automatically optimises all forms with the desired changes for you (streamlining).

We understand that not all supervisory authorities work with digital documents yet. However, converting written permission notices or regulatory notices into machine-readable digital documents presents legal and technical challenges for all other parties involved.

We have also thought about this problem and make this step as easy as possible for you. PACTA comes with automated text recognition (OCR) software that automatically turns simple scans into readable PDF documents. This way, digitisation reaches you sooner and easier than you could expect.