Orelis
Solutions · One system, every deal

From the letter of intent to the closing set.

Buying or selling, platform or add-on, every deal produces the same documents and asks the same questions. Orelis reads what your team already sends and receives, labels each departure from your standard, and hands counsel a draft that begins from your own history.

This is one of many kinds of deals Orelis covers. The same Index, Charter and Ledger run across every agreement your company signs, so each deal makes the next one better, whatever kind it is.

The decisions it tracks

Positions like these, with who decided and why.

Price and adjustments

Working-capital targets, escrow and holdbacks, earnouts, and what you have accepted before.

Risk allocation

Indemnity caps and baskets, survival periods, and the exceptions someone approved once.

Process

Exclusivity, outside dates, and the consents a closing needs.

People and continuity

Non-competes, rollover, and transition services after the sale.

An example Charter.

A sale, with an earnout. The draft applies your positions from the deals before it, lists each departure for counsel, and leaves the fact nobody gave it as a marked blank.

portal.orelisplatform.com / charters / project-tamarackSample data
Project Tamarack · Charter ready for counsel · sell side

Earnout agreement: draft for attorney review

Section 2.3 · Earnout period
The Earnout Period shall be twenty-four (24) months following the Closing Date…
Section 2.6 · Acceleration
The Earnout Payment shall become due in full upon [TO CONFIRM — acceleration events not provided]…

Open issues for counsel

  • Earnout period: buyer asked 36 months; your standard of 24 applied
  • Acceleration events not provided, left blank, not guessed
  • EBITDA definition: buyer's draft excludes add-backs you held on your last exit
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 →

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