Contract Sage
Clear insight. Confident action.
One missed change-of-control clause can blow a deal. Contract Sage finds what manual review misses — in minutes.
Built for deal teams operating under exclusivity pressure. Batch-upload an unorganized data room dump and ContractSage runs type-specific playbooks simultaneously — surfacing change-of-control consents, restrictive covenants, IP assignment gaps, and founder tail liabilities with pinpoint, click-to-verify citations. No hallucinations. No findings without sources.
FIRST PASS REVIEW
See how Contract Sage serves as your team's unfair advantage.
Purpose-Built Playbooks
For Entire Data Room
AI that treats a 50-page commercial loan agreement the same way it treats a laundry machine vendor contract is worse than useless—it’s dangerous. Different agreements require completely different legal and financial frameworks to analyze.
Solution: Contract Sage uses context-specific, type-aware analysis playbooks. The moment you batch-upload an unorganized virtual data room (VDR) dump, the system identifies the document type and switches tactical gears. Credit Agreements are audited for restrictive negative covenants, cross-default triggers, and debt yield thresholds. IP Chains of Title are verified for clean employee/contractor assignments. Founder Employment Contracts are screened for hidden tail liabilities, severance triggers, and non-compete enforceability. You get deep, granular risk isolation tailored to the exact document class.
Bulletproof Risk Metrics
Your Investment Committee
Deal Associates and VPs spend half their lives during exclusivity sprints manually hunting through hundreds of legacy agreements to map out "Change of Control" and assignment consent requirements. Missing a single clause can tank a post-closing transition or invite a breach-of-contract lawsuit from a key supplier or customer.
Solution: Automate the grueling first-pass review without sacrificing safety. We scan the entire target company contract stack simultaneously based on your fund's mandatory parameters. Use the context-sensitive chat interface to cross-examine the data room in plain English: "List all customer contracts where a change of control allows termination," or "What is the survival period for indemnification in the legacy asset purchase agreements?" The platform surfaces the exact text blocks with pinpoint, verified citations, allowing your team to draft the legal and operational risk appendices in an afternoon instead of two weeks.
Weaponize Diligence Data
Day-1 Post-Close 100-Day Plan
Diligence shouldn't end when the transaction closes. Operating Partners and Portfolio CTOs frequently inherit a black box of tech debt, vendor concentration risks, and fractured geographic operations that stall the integration timeline and erode projected synergies.
Solution: Contract Sage bridges the gap between transaction and operation. Our portfolio-level intelligence consolidates the entire acquired company’s infrastructure into a centralized visual dashboard and geographic map interface. Before day one, your operating team can run portfolio-wide analytics to map out overlapping software vendors, identify instant cost-consolidation targets, flag supplier concentration vulnerabilities, and track upcoming vendor renewal cliffs. You step into the business with a ready-made operational cost-reduction roadmap.
Simplify Contracts, Maximize Success.
Turn Every Contract Into a CEO-Level Advantage
Every contract holds strategic intelligence that drives business outcomes. But extracting that intelligence requires expertise across legal, finance, operations, HR, and procurement—expertise that's expensive, slow, and often unavailable when you need to move fast.
While competitors close deals and optimize partnerships, you're waiting for departmental reviews. Market opportunities slip by. Strategic partnerships stall. Revenue gets delayed. The cost of slow contract intelligence isn't just efficiency—it's competitive advantage.
Strategic Risk & Opportunity Analysis
Business-critical risk prioritization
Competitive positioning assessment
Strategic partnership optimization
Executive compliance recommendations
Financial Strategy & Performance
Revenue acceleration opportunities
Cost optimization recommendations
Cash flow impact modeling
Investment protection strategies
Operational Excellence Insights
Performance optimization pathways
Supply chain risk mitigation
Scalability assessment
Operational efficiency recommendations
Talent & Culture Intelligence
Workforce impact analysis
Compensation benchmark insights
Culture alignment assessment
Talent retention strategies
Technology & Data Governance
Data privacy & security compliance
Software licensing optimization
Cloud & infrastructure cost control
Risk mitigation in technology agreements
Strategic Sourcing Intelligence
Vendor relationship optimization
Cost reduction opportunities
Supply chain diversification
Strategic partnership development
EFFICIENCY & VALUE
A Note to PE Partners, VPs, and Operating Executives
We know you are cynical about "AI contract review." You should be. The market is flooded with generic tech that hallucinates data, misses subtle phrasing variations, and falsely promises to "replace your lawyers." We don't believe in automating away human judgment on a multi-million dollar transaction. ContractSage is built as a rigorous, defensive force multiplier. It does not replace your analysts or external counsel—it arms them to move five times faster, look deeper, and eliminate manual human oversight errors.
USAGE MODEL
Lower-Middle Market Data Room
Typical Deal
Customer / revenue contracts
20 – 60
Vendor / supplier agreements
15 – 40
Credit facilities, loan docs
5 – 15
IP assignments, employment contracts
10 – 25
Misc (leases, insurance, regulatory)
5 – 20
Total per deal data room
55 – 160 docs
Typical PE Firm
Active Deal Cadence
Simultaneous deals in active diligence
1 – 3
Diligence window duration
30 – 90 days
Deals closed per year (small PE fund)
2 – 6
Portfolio company contracts monitored
50 – 300
Peak monthly document volume (2 live deals)
110 – 320 docs
Stop reviewing abstract product specifications. Test our accuracy and speed on a live deal file. Take the most complex, unsearchable, or heavily amended agreement in your current active data room—whether it’s a dense credit agreement, a fractured intellectual property assignment, or a messy multi-tiered supplier contract.
PRICING & Plans
Built for mid-market Private Equity. Not enterprise pricing. No anxiety.
Per-transaction is the only model that clears the procurement process.
Your team uploads everything — Contract Sage processes everything.
Every transaction deal room features unlimited user seats for your analysts, partners, and external counsel, complete administrative audit trails, and multi-document portfolio analytics.
From operators who've made the shift
In a 47-contract data room review, Contract Sage flagged change-of-control consent requirements in 3 customer agreements — a finding used to renegotiate the purchase price before close.
Frequently Asked Questions
Everything your team will ask before day one.
We've analyzed 10M+ contract pages across 40+ industries. The questions below are what operators like yours ask us every time.
If the AI misses or misreads a clause, it could tank our investment thesis. How do we trust the output?
We don't ask you to trust a black-box summary — and you shouldn't. Every single finding is hard-linked to a pinpoint citation in the source document. Your team reviews the exact clause, not an AI's interpretation of it. The free accuracy test lets you upload one document from a live deal and verify this yourself before any commercial conversation.
We're under exclusivity with a hard close date. What's the actual time-to-value?
Batch-upload an entire data room and findings begin populating within minutes — not the hours-to-days of manual first-pass review. There's no setup, integration, or onboarding period that eats into your diligence window. Deal Room access is per-transaction, with unlimited documents and unlimited deal-team seats for a flat fee tied to your transaction window, not a monthly subscription.
Our procurement process for new software vendors takes months. We close deals faster than that.
Deal Room pricing is structured as a per-transaction fee that's typically allocated to deal costs — not the software budget — which means it usually doesn't require the same procurement cycle as a recurring SaaS subscription. Most deal teams are running documents within the same day they sign up.
Every contract is a lever.
We show you how to pull it.
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