Every position you have taken, live at the next decision.
The Index is the system of record for your company's judgment: your positions, the decisions behind them and the counterparties across the table. It is built from the documents your deals already produce, it is labeled by your own people, and it compounds with every deal.
Every position: the term, the deal, the counterparty, the reason and the document it came from. Every decision: who made the call and the authority they held. Every counterparty: how each one has negotiated with you, deal after deal. Nothing is retyped. Your team forwards what it already sends and receives, and the Index reads it.
Positions in this document
Orelis suggests each label. Your people confirm it.
Which decisions are policy, and which were exceptions.
Your standard
Applies to every deal until someone with the authority to change it does. It is the position the Charter applies by default.
Current practice
How you have done it lately. The last few deals agree, and no one has made it policy yet.
Deal-specific
Negotiated for this deal only. It is recorded, and it does not move your standard.
One-off
An exception, granted once by someone who holds the authority to grant it. The next deal starts from your standard again.
Orelis suggests the label. Your people with authority confirm it.
It compounds.
Month one
Your Index is seeded from the agreements you have already signed. The first Charter applies the positions it finds there.
Month six
Every document read and every outcome recorded has deepened it. The Charter it prepares is closer to how you actually operate than the one from month one.
Month twelve
It holds more about how you negotiate than any one person on your team, and it does not reset when someone leaves.
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.