Legal services for private equity and portfolio companies Private equity firms and their portfolio companies face a complex legal landscape. As reporting obligations become increasingly stringent – think of KYC, ESG and GDPR, for example – and data volumes continue to grow exponentially, the need for efficiency and transparency in legal work has never been more crucial. This is where Legadex comes in – to guide, support and streamline your legal processes. At Legadex, we understand these challenges and offer bespoke solutions that address the specific needs of private equity firms and their portfolio companies. Our services are designed to not only cope with the complexities of the current legal environment but to turn these challenges into opportunities for growth and innovation. WHAT CAN LEGADEX DO FOR YOU? As a leader in combining human legal expertise with AI- and software-powered legal technology, we help PE investors and portfolio companies turn their legal operations into business opportunities in three key ways: • We help PE firms gain control of their legal work and reporting obligations by implementing workflows and rendering tech-enabled services in fields like KYC, ESG and GDPR. We also offer part-time legal support. • Our M&A services help PE leadership and portfolio companies prepare for and stay on top of the acquisition and divestment process. This includes Virtual Data Room services, data management and Due Diligence preparation. • We support portfolio companies in managing their legal
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responsibilities more efficiently, at less cost and with enhanced confidence.
Legal solutions and legal support for private equity & portfolio companies SERVICES
Contract management It can be hard work maintaining a clear oversight of
Environmental, Social & Governance
crucial contracts – especially when those contracts
PE and portfolio companies face mounting pressure
can be at the PE level, the portfolio level, or both. Our
to prove their ESG compliance. But more than this,
contract management service guarantees a compre-
ESG is fast emerging as a risk factor, an M&A must,
hensive overview, providing alerts when you need to
and a growth and value-creation driver. Leveraging
act. The service spans the entire contract lifecycle,
the latest legal-tech and Generative AI solutions, we
from drafting, negotiation and system integration of
can optimise your ESG setup. We do this in partner-
terms to thorough reporting and auditing.
ship with SDU, a specialist in CSRD reporting. Result: integrate ESG opportunities into your operations and
Compliance and KYC management
exit strategies and start accessing green incentives
Do you find there aren’t enough hours in the day to
and financing.
stay on top of the evolving regulations for compliance and risk management? Have us oversee your KYC,
Legal entity management
UBO, third-party DD and GDPR monitoring instead.
Do you face complex legal obligations involving your
We offer guidance, implement compliance tools
international legal entity management? Our corpo-
and provide ongoing flexible support to streamline
rate housekeeping services ensure your legal entities
day-to-day operations in managing these critical
remain compliant and in good legal standing. Our
workstreams.
services cover corporate database management, templates for legal documents, regular updates,
Virtual Data Room services
drafting decisions and minutes, along with seamless
When it comes time to sell, private equity companies
document filing and reporting.
need to move fast. And that means sharing information quickly and securely. Virtual Data Rooms (VDRs)
Contract review
can be transformational in this – if implemented
Most legal teams find reviewing NDAs, DPAs and
optimally. Here, there is no substitute for experien-
commercial contracts to be a time-consuming
ce and expertise. At Legadex, we are familiar with
business that distracts from more bespoke legal
optimal VDR implementation through dealing with
work. The Legadex contract review service changes
them every day. We use the latest legal-tech software
the narrative by examining each class of paperwork
for classification and analysis, and our experienced
against standard and custom criteria. Our automa-
staff align with project requirements at every stage.
ted platform expedites and enhances the review and
The result is a fast, secure and transparent process
negotiation process, including for larger-scale needs.
for potential buyers, and for you, too.
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Generative AI due diligence As a PE or portfolio company, you place a
WOULD YOU LIKE TO KNOW MORE?
premium on rigorous due diligence. But rigorous
We work on a consultancy, flexible staffing or managed services (outsourcing) basis. Or whatever combination serves you best. Our fees are costeffective, transparent and easy to understand. We also only work with inhouse professionals (no freelancers) who we know can master your business, your workflows and your technologies quickly and efficiently.
normally also means time-consuming. Through our moves into legal AI and now Generative AI, we are transforming this process. Employing the Luminance AI platform, our Generative AI due diligence accelerates document review, with time savings of up to 75%. Through supervised and unsupervised machine learning, we can decipher legal data, highlighting crucial datapoints, clauses
For more information on any or all our services for PE and portfolio companies, please contact Morad Kada or Luc van Daele
and anomalies.
SUPPORT Temporary & Flex Services Faced with growing workloads or sudden peaks,
Morad Kada +31(0)20 8208396 mkada@legadex.com
Luc van Daele +31(0)20 8208396 lvandaele@legadex.com
you can either employ more people (driving up costs) delay vital tasks (risk missing opportunities) or rush ahead (risk errors). Or we could provide you with legal hands and brains for anything from a few hours or days per week, to interim support to cover extended leave or critical projects. Legal Operations & Systems Advisory Along with skilled people, we can also advise you on ways to capture legal-tech opportunities. Through our advisory service, we help you evaluate your legal operations opportunities and potential efficiency gains. We then help you scope legal-tech solutions and advise you on which to pick to automate recurring processes. Finally, we offer hands-on project management and support to get your solution(s) up and running effectively.
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