Orelis
Context Infrastructure

Every deal makes the next one better.

Orelis is the system of record for your company's judgment. Every deal you do generates it: what you held, what you gave, who decided, and why. Orelis captures it, labels which decisions are policy and which were exceptions for your people to confirm, and hands counsel a Charter built from your own history.

portal.orelisplatform.com / deals / project-cedarSample data
Project Cedar · Received 9:14 am

Letter of intent from seller's counsel — read and filed

Indemnity cap — 10% of purchase price
Matches your standard · LOI §7, p. 4
Your standard
Escrow — 12 months
Matches how you've done it lately · LOI §8, p. 4
Current practice
Exclusivity — 21 days offered
Breaks your standard of 30 days · LOI §11, p. 6
Breaks standard
Working-capital target
Not in the document · listed for counsel
Waiting on a person
Decisions · Indemnity cap

Indemnity cap — 10% of purchase price

Survives the deal?
Your standard  applies to every deal until changed
Decided by
Chief Financial Officer, with board approval
Can grant an exception
General Counsel — one deal at a time
Why
Set after a post-closing claim on a prior deal exceeded the old cap
Last exception
Project Birch — granted once, recorded as a one-off
Project Cedar · Needs a decision

Exclusivity breaks your standard

Seller's counsel offers 21 days. Your standard is 30. Orelis did not soften your position and did not pick a side. It is waiting for the person with authority to decide.
Who can decide
General Counsel — holds authority to approve one-time departures
Choices
Maintain positionAuthorize a one-time departureRequest revised terms
If allowed
Recorded as One-off — your standard stays 30 days for the next deal
Project Cedar · Charter ready for counsel

Letter of intent — draft for attorney review

Section 11 · Exclusivity
For a period of thirty (30) days following execution, Seller shall not solicit or negotiate any competing transaction…
Section 3 · Working capital
The target net working capital shall be [TO CONFIRM — not provided].

Open issues for counsel

  • Exclusivity: seller offered 21 days; your standard of 30 applied
  • Working-capital target not provided — left blank, not guessed

Illustrative walkthrough. Sample data. The company, project, terms and roles are fictional.

Built for the middle market

Companies in private equity, real estate, energy and operating businesses, with steady deal flow and real spend on outside advisors.

Your data is yours

You own the documents and decisions you give Orelis. If you leave, you take an export of your Index and your documents. Orelis keeps patterns, not your documents or wording.

Model-neutral

Orelis isn't tied to one AI provider. It runs on whichever frontier model does the work best, so it can put each new advance in AI to work.

Keep your advisors. Keep your systems.

Orelis works alongside both. Nothing to migrate, and your advisors keep working the way they do.

01
Context Infrastructure

Three components. One asset. Yours.

The reasoning is rented from whichever frontier model is best. The context is the fuel. The workflow is the habit. Orelis is the system the three run inside. It is model-neutral by design, so every advance in AI makes it more capable, never obsolete.

Index
Your organization's record

Every position. Every precedent. Every counterparty. Always current. Not a folder of documents. A living model of what your company knows, compounding with every transaction. It doesn't walk out the door with a partner, a firm, or an employee.

More on Index →
PositionsSample data
Your positions · Credit facilities · 4 of 22 shown
Maximum leverage — 4.50x
Board-approved financing policy · p. 2
Your standard
Equity cure — 2 in any 4 quarters
Last 3 facilities
Current practice
Prepayment premium — 1% for 6 months
Term loan refinancing only
Deal-specific
Covenant holiday — 2 quarters
Granted once
One-off
Charter
Every matter begins informed

Counsel starts with judgment, not context gathering. For each transaction: a draft with your positions applied, the open issues surfaced, and a briefing that lets real work begin immediately, built from your own deal history and drafted for your counsel to pick up, make their changes, and return ready to send.

More on Charter →
CharterSample data
Project Juniper · Charter ready for counsel

Asset purchase agreement — draft for attorney review

Section 10.1 · Survival
The representations and warranties of Seller shall survive the Closing for eighteen (18) months…
Section 11.1 · Termination
Either party may terminate this Agreement if the Closing has not occurred by [TO CONFIRM — outside date for closing]…

Open issues for counsel

  • Survival: buyer asked 24 months; your standard of 18 applied
  • Outside date not provided — left blank, not guessed
  • Customer contracts: which need consent to assign
Ledger
Prove the return

Track every dollar. Preserve every decision. Spend before and after, the return, and the record of what was decided and why. Savings first, a permanent record after.

More on Ledger →
portal.orelisplatform.com / ledgerSample data
Ledger · Sample Co. · a client for 12 months

Your first year on Orelis

$5.08MOutside counsel spend, before Orelis
$783KSaved, estimated
15.4%Counsel spend reduction

Outside counsel spend

Before Orelis$5.08M
With Orelis$4.30M
Positions captured
Across 22 deals: 2 platforms, 20 add-ons
146
Decisions recorded
Each with who decided and why
412
Standards upheld
When a counterparty pushed against your position
38 of 41

Illustrative: about $5M of outside counsel spend; every figure here is sample data. Savings are estimated from hours with and without Orelis.

Authority

Every decision carries its authority.

Orelis suggests which of your decisions are policy and which were one-time deals; your people with authority confirm it. A position is only as useful as what stands behind it, so Orelis keeps the detail around every decision, and who has the right to decide.

  • 01
    What was decidedThe term, the deal, the counterparty, the reason, and the document it came from.
  • 02
    Does it survive the dealYour standard, current practice, specific to one deal, or a one-off. Orelis suggests the label; your people confirm it.
  • 03
    Who made the callThe person, their role, and the authority they held at the moment they decided.
  • 04
    Who can enforce it, or grant an exceptionWho may grant an exception, and for how long that authority runs. A departure waits for someone who holds it.
portal.orelisplatform.com / decisions / lease-guarantySample data
Decisions · Lease guaranty

Lease guaranty: capped at 12 months' rent

What was decided
A personal guaranty is capped at 12 months' rent, on every lease
Survives the deal?
Your standard  applies to every lease until changed
Who made the call
Chief Executive Officer, March 2026, after an uncapped guaranty outlasted the location it covered
Can grant an exception
Chief Financial Officer

Last exception: Fort Worth warehouse lease, granted once and recorded as a one-off

Plano distribution center: the landlord asks for 24 months. It waits for your Chief Financial Officer.Approve onceHold at 12 months

✓ Your Chief Financial Officer approved a 24-month guaranty for the Plano lease, once. It is recorded as a one-off, and your standard stays at 12 months' rent.

02
How it works

Forward the deal. The work comes back.

STEP ONE

Forward it

Your team forwards what it already sends and receives to your own Orelis address: the letter of intent, counsel's drafts, the markup. Setup is an address and a list of who may send to it.

Capture: no migration
STEP TWO

Orelis reads it

Positions, concessions, counterparties and open points go into your Index. Each departure from your standard is labeled for your people to confirm.

Record: compounding with every deal
STEP THREE

The Charter comes back

On the next deal, counsel receives a draft built from your own history: your positions applied, open issues surfaced, missing facts left as marked blanks.

Output: ready for attorney review
How you adopt it →
The problem, named

A senior dealmaker leaves after fifteen years. The company doesn't lose a file. It loses a faculty.

The problem Orelis solves →
03
Security

A knowledge asset you can't trust isn't an asset at all.

Walled by client

Every client sits behind its own wall in the database. We test isolation by trying to break it, not by assuming it holds.

A record that is added to, never edited

Every label confirmation and every exception decision is kept in an append-only log. The automation that writes an entry is not permitted to change it afterward.

Blanks, never guesses

When a price, a date or a party is missing, the draft leaves a marked blank and lists it for counsel. Drafts are built never to fill in a fact you did not give them.

Attorneys provide judgment

Orelis is not a law firm and does not give legal advice. Every Charter is prepared for review by your own counsel.

Security at Orelis →
The Context Infrastructure Founding Paper
Rick Leeper, Founder · Edition 1.3 · 2026
The Founding Paper

The argument the category is built on.

A first-principles theory of enterprise infrastructure — and why organizational reasoning now requires a layer of its own. We think this layer is inevitable. Read the argument and disagree with us.

See your own deals the way Orelis sees them.

Become one of the companies that build alongside us and shape what the category can become.

Request a demo