01
Understand the context of each event
Connect current documents, previous decisions, and relevant information. Identify what needs further analysis, additional information, or review by the people responsible.
SOLUTIONS / CORPORATE
Clearer decisions. Greater control over corporate affairs.
Organize information, draft and review documents, and track the actions required for each event. Looplex connects AI, legal knowledge, and matter management to support company and investment fund governance, using your organization's templates and standards.
Book a demoExplore corporate applications
COMPANIES. FUNDS. GOVERNANCE.Explore the possibilities
ANALYSIS, KNOWLEDGE, AND EXECUTION
Knowledge and continuity behind every decision.
Governance brings together documents, rules, participants, and decisions over time. Looplex connects this context to support in-house legal teams, company secretariat teams, fund administrators and managers, and law firms.
02
Put your team's knowledge to work
Use approved templates, internal precedents, legal opinions, and specific guidance. Take account of each company or fund's requirements and the criteria defined for the task.
03
Turn decisions into follow-through
Connect each event to the documents, people, and actions that follow. Coordinate work across multiple companies and funds, preserving context as tasks move between professionals and teams.
CORPORATE APPLICATIONS
Support for legal work, from preparation to follow-through.
Manage governance workflows for your organization or your clients. Combine analysis with Assistant, document automation, and task management to meet the needs of each event.
Bring together articles of association, bylaws, amendments, minutes, fund rules, and related documents. Organize records by company or fund, document type, event, and period, keeping the references you need to trace their history.
Find current versions, review earlier decisions, and identify documents that need updating or checking. Carry this context into new assignments, audits, reorganizations, and due diligence.
Explore the corporate document repositoryOrganize the information needed to draft minutes, amendments to articles or bylaws, meeting notices, acceptance-of-office documents, and other instruments. Use your organization's templates and the references relevant to the matter.
Combine Assistant with structured template automation. Reuse data across documents for the same event, keeping names, dates, party details, and other information consistent.
Explore document automationReview drafts against current governing documents and applicable guidance. Check decision-making authority, quorum requirements, meeting notices, representation powers, and consistency across instruments.
Use configured rules and analysis with Assistant to identify issues that need attention. Link observations to the references used and refer questions that require legal judgment.
Explore playbook criteria and guidanceCoordinate everyone involved in drafting, reviewing, approving, and signing documents. Track changes, outstanding items, and decisions, keeping each action linked to the relevant version.
Where workflows and integrations are enabled, track signatures and registration or filing steps. Collect final documents and available supporting records to maintain the event's history.
Explore corporate governance and document automationPrepare powers of attorney and delegations using your organization's templates and criteria. Connect grantors, representatives, powers, and conditions of use to the context of each activity.
Review instruments and chains of authority. Track validity periods and organize renewals, delegations, or revocations while preserving the history of authority granted.
Explore power of attorney managementBring together fund data, current documents, and applicable guidance to prepare amendments to fund rules, minutes, and instruments related to operational events.
Combine analysis with Assistant, structured templates, and review workflows to coordinate legal teams, administrators, and fund managers. Reuse information across documents and track versions, approvals, and actions according to the event and your operational setup.
Explore fund rule amendments CONTENT / CORPORATE RECORDSEXAMPLE
SAMPLE EVENT
Every document, in context.
Horizonte CompanyRecords and history · Fictional example
Consolidated articles of associationReference document
CURRENTElection of directorsMinutes and related documents
EVENTCorporate power of attorneyAuthority and validity period available for review
INSTRUMENTFrom past decisions to the next assignment
Documents, versions, and decisions linked to the company.
Sources organized for reference and review.
ASSISTANT + BUILDER / DRAFTINGEXAMPLE
SAMPLE EVENT
One event. Consistent documents.
EVENTElection of directors
REFERENCESCurrent documents and templates
DATAParticipants, dates, and party details
Data+Templates+Criteria
Draft election resolutionShared information
DOCXAcceptance-of-office documentsRelated documents
DOCXDocument set prepared for review.
ASSISTANT + PLAYBOOKS / REVIEWEXAMPLE
SAMPLE EVENT
Criteria linked to their sources.
DRAFT UNDER REVIEW
Election of directors
Checking the requirements that apply to the event.
POINT FOR REVIEW
Check authority, quorum, and formal requirements against current documents and organizational guidance.
References: constitutional document + event playbookLinked sourcesProfessional review
The professional assesses the issues and directs revisions.
CASES / EXECUTIONEXAMPLE
SAMPLE EVENT
Clear ownership at every handoff.
PreparationDrafts and references collected
ReviewChanges and decisions recorded
03
Approvals and signaturesNext steps tailored to the event
04
Registration and filingRelated actions and supporting records
Steps depend on the workflow and integrations enabled.
POWERS OF ATTORNEY / REPRESENTATIONEXAMPLE
SAMPLE EVENT
Authority you can track.
Horizonte CompanyGrantor · Fictional example
INSTRUMENT
Corporate power of attorneyLinked representatives and powers
CHAIN OF AUTHORITY
Grant and delegation of authorityInstruments available for reference
TRACKING
Validity period and next stepsRenewal, review, or revocation
Instruments and history in the context of the activity.
FUNDS / AMENDING FUND RULESEXAMPLE
SAMPLE EVENT
Knowledge applied to every event.
Horizonte FundAmending fund rules · Fictional example
Fund manager's requestObjective and instructions received
CONTEXTCurrent fund rulesAffected provisions for review
REFERENCEDraft and related documentsReused information
REVIEWLegalAdministratorFund manager
Documents, participants, and decisions connected.
IN PRACTICE / COMPANIES AND FUNDS
One event. Connected work.
Each event brings together information, documents, and decisions from different participants. Explore two examples of how that context follows the work, from the initial request to a record of what was completed.
STEP 01 / 06
Bring the context together.
Organize current governing documents, the composition of management, and information about the proposed election. Identify any missing data or references.
ELECTION OF DIRECTORSEXAMPLE
Current documentsArticles of association or bylaws
REFERENCEComposition of managementInformation to verify
DATAProposed electionRequest and missing information
CONTEXTSTEP 02 / 06
Organize the requirements.
Review applicable guidance, required documents, and points to check. Connect the request to the company's history and assess the actions suggested by Intelligence.
ELECTION OF DIRECTORSEXAMPLE
Event guidanceCriteria and required documents
PLAYBOOKCompany historyPrevious decisions and references
CONTENTSuggested actionsFor professional assessment
INTELLIGENCESTEP 03 / 06
Prepare the drafts.
Use templates and shared data to prepare the election resolution, acceptance-of-office documents, and related instruments. Work with Assistant on changes specific to the event.
ELECTION OF DIRECTORSEXAMPLE
Election resolutionDraft with event details
DOCXAcceptance-of-office documentsShared information
DOCXRelated documentsDocument set for verification
REVIEWSTEP 04 / 06
Guide the review.
Send drafts to the people responsible, compare versions, and record decisions. Verify the information and coordinate the approvals needed to move forward.
ELECTION OF DIRECTORSEXAMPLE
Drafts under reviewRelated versions and changes
VERSIONSPoints to checkQuestions referred to the team
ANALYSISDecisions and approvalsOwners and records
CASESSTEP 05 / 06
Track execution and filing.
Consolidate the documents that reflect the resolution and track signatures and registration steps, where applicable. Keep outstanding items linked to the event.
ELECTION OF DIRECTORSEXAMPLE
Consolidated documentsResolution reflected in the instruments
FINALSignaturesRouting according to the workflow
STEPRegistration stepsWhere applicable to the event
OUTSTANDING ITEMSSTEP 06 / 06
Update the records.
Add final documents and supporting records to the repository. Organize terms of office, responsible parties, and the next milestones to track.
ELECTION OF DIRECTORSEXAMPLE
Instruments and supporting recordsDocuments added to the repository
CONTENTTerms of officeDates and responsible parties
RECORDNext milestonesActions to track
CASESStep 1 of 6
STEP 01 / 06
Organize the request.
Collect the purpose of the amendment, fund information, and instructions received. Identify the teams involved and the materials needed to begin.
AMENDING FUND RULESEXAMPLE
Amendment requestObjective and instructions received
REQUESTFund informationContext for the work
DATATeams involvedParticipants and required materials
CASESSTEP 02 / 06
Analyze current documents.
Examine the fund rules and related documents. With Assistant, locate affected provisions and organize the points that need review.
AMENDING FUND RULESEXAMPLE
Current fund rulesVersion used as a reference
CONTENTRelated documentsEvent schedules and instruments
REPOSITORYAffected provisionsPoints for professional assessment
ASSISTANTSTEP 03 / 06
Prepare the documents.
Use templates, fund data, and applicable criteria to prepare the draft amendment and related instruments. Check consistency across the fund rules, schedules, and other documents involved.
AMENDING FUND RULESEXAMPLE
Draft amendmentData and criteria applied
DOCXFund rules and schedulesRelated content to verify
VERSIONSEvent instrumentsConsistency across the document set
REVIEWSTEP 04 / 06
Coordinate reviews and decisions.
Route the work to the appropriate teams. Consolidate changes and organize the approvals and resolutions required for the amendment.
AMENDING FUND RULESEXAMPLE
Team reviewLegal, administrator, and fund manager
ANALYSISConsolidated changesComments and new versions
VERSIONSApprovals and resolutionsRequired for the amendment
DECISIONSSTEP 05 / 06
Track execution and filing.
Organize final versions and track signatures, communications, and other actions required for the event, according to the workflows and integrations enabled.
AMENDING FUND RULESEXAMPLE
Final documentsConsolidated versions
FINALSignatures and communicationsAccording to enabled workflows
STEPSEvent actionsOwners and progress
CASESSTEP 06 / 06
Keep follow-up on track.
Update the repository with completed documents and effective dates. Keep decisions, outstanding items, and upcoming work linked to the fund's history.
AMENDING FUND RULESEXAMPLE
Updated repositoryLinked completed documents
CONTENTEffective dates and validity periodsAmendment history
RECORDOutstanding items and upcoming workOngoing follow-up
CASESStep 1 of 6
Documents, analyses, and decisions remain linked to the event to support future reference and work.
Illustrative workflow examples. Steps depend on the nature of the event, applicable rules, and the operational setup.PART OF THE LOOPLEX PLATFORM
Products connected to your governance workflows.
Combine AI, management, and knowledge to handle company and fund events with the relevant information and criteria.
ASSISTANT
Analysis and document preparation
Work available for review
THE LOOPLEX PLATFORM
Assistant
To analyze and carry out the work.
Examine documents, compare versions, organize information, and prepare drafts and reports. Draw on your records and team guidance to develop work in the context of each event.
Lead the work in a conversation or delegate an objective, monitoring progress and guiding revisions.
Explore AssistantINTELLIGENCE
New event in the history
Actions for assessment
THE LOOPLEX PLATFORM
Intelligence
To assess what to do next.
Connect a request, new document, or relevant change to the matter's history. Intelligence considers the available context and guidance to suggest actions.
The professional can assess, adjust, or dismiss these suggestions and decide what work should be done.
Explore IntelligenceCASES
Participants and activities
Owners and next steps
THE LOOPLEX PLATFORM
Cases
To coordinate events and participants.
Organize records, documents, tasks, deadlines, and owners for each event. Track activities and keep the history available to authorized participants.
Make outstanding items and handoffs between teams visible, whether for a single request or ongoing work across multiple companies and funds.
Explore CasesCompany and fund recordsCorporate instruments · Fund rules · Powers of attorney
Specialist knowledgeTemplates · Precedents · Legal opinions
LOOPLEX CONTENT
Documents and knowledge
To connect your records with your team's experience.
Looplex Content organizes constitutional documents, minutes, fund rules, powers of attorney, and related documents, with versioning and access controls.
Specialist knowledge libraries bring together approved templates, internal precedents, legal opinions, and guidance for different types of event. Make these references available to Assistant to support analysis and new work, curated by the professionals responsible.
Explore documents and knowledgeContext and criteriaReview and decisionNext actions
APPLIED KNOWLEDGE
Playbooks
To apply your organization's criteria.
Define required information, analysis criteria, responsibilities, and conditions for review and approval. Playbooks can reflect the specific requirements of a client, company, fund, or event type.
These criteria guide analysis and execution. Configured workflows organize how they are applied, with steps, owners, and exception handling.
Explore legal playbooksLOOPLEX BUILDER
Data, templates, and rules
Documents related to the event
LOOPLEX BUILDER
Document automation
To produce instruments using templates, data, and rules.
Looplex Builder uses event information and configured rules to assemble documents from your organization's templates.
Reuse data in minutes, acceptance documents, fund rule amendments, and other related instruments. Adapt content to the conditions defined in the templates and prepare document sets for your team's review.
Explore document automationAvailable solutions, workflows, and integrations depend on the contracted scope and your organization's configuration.
OVERSIGHT AND TRUST
Your team sets the direction.
Your professionals make the decisions.
Legal judgment, verification of requirements, and approval of corporate instruments remain with the people responsible for each activity. Looplex provides tools to monitor the work and review deliverables.
Explore security and governanceAccess based on involvement
Set permissions so that professionals, teams, and AI tools use the information authorized for each activity. Take account of the participants and context of each company, fund, or event.
References and versions to verify
Consult the documents used, examine references, and track how drafts evolve. Keep analyses linked to the materials that informed them.
Review and approval against defined criteria
Establish checkpoints, responsible parties, and conditions for moving forward. Route exceptions and questions that need further assessment, preserving a record of decisions.
SEE IT IN ACTION
Connect your team's knowledge to company and fund governance.
Discover how Looplex can help your team prepare documents, organize records, coordinate participants, and track the actions required for each event.