CapabilitiesR&W Monitoring
Never miss an R&W deadline after close.
Track the policy, the limits, the retention and every survival period from close forward. When something in the business contradicts a rep, you see it with the evidence while there's still time to give notice.
R&W Monitoring
What's included.
The policy
Limit, retention and the terms that matter, on the deal.
Survival periods
General, tax and fundamental reps, counting down from close.
Warnings before expiry
Alerts six months and three months before a survival period ends.
Escrow release
Release dates tracked next to the periods they depend on.
Breaches with evidence
When the business contradicts a rep, you see it with the documents that show it.
Claims
Every claim with its status, notice dates and estimated exposure.
Exposure against the policy
See whether a loss sits inside the retention or above what you can recover.
Claim packages
Pull the supporting documents together from the data room when you need to file.
Across the portfolio
Every policy at every deal, so nothing expires unnoticed.
The evidence is already there.
Sherpa's data room stays open after close. The disclosure schedules, the reps and the documents that contradict them are already in one place when you need to make a claim.
Working alongside you
Maxwell watches the policy and the business. When he finds something that looks like a breach, he tells the owner what he found and why it matters.
Part of the whole deal
Nothing starts from scratch. Nothing gets left behind.
Before
The purchase agreement, disclosure schedules and policy in the data room.
After
Exposure across every deal in portfolio monitoring, and material items in board packs.