Master Agreement §4.2
Governs restrictions and approvals
In force
Post-signature intelligence
Operate from facts.Not fiction.
What was agreed at signing may not be what governs execution today. PostSig turns the documents that define your business into operating intelligence — so teams can act from the right information at the right time.
Operate as agreed.
What applies today
Terms, rights, obligations, pricing, approvals, usage, and business context.
What changed
Amendments, side letters, superseded terms, pricing shifts, renewal changes, and missing records.
What needs attention
Billing discrepancies, missing clauses, unsupported invoices, unresolved obligations, and expired rights.
Why you can trust it
Source documents, clauses, lineage, reviewer status, approvals, and decision history.
After signature
The truth doesn’t end at signature. And it rarely lives in one document.
The agreement gets signed. Then the record starts to grow.
Invoices arrive. Amendments change terms. Usage records shift the context. Approvals happen in another system. Side letters, waivers, notices, and renewal events alter what the business can rely on.
Then the question becomes urgent: What applies now? What changed? What are we allowed to do?
That is when manual reconstruction breaks down. Teams stitch context together by hand, compare versions, scan clauses, hunt through folders, and hope nothing important is missed.
This is where business risk starts. When reconstruction takes too long, decisions happen without the full picture.
01
Agreement gets signed
The original commercial, legal, or investment intent is captured.
02
The record starts to grow
Amendments, invoices, usage records, service orders, approvals, notices, and side letters change the operating context.
03
The question becomes urgent
A payment, renewal, approval, report, right, obligation, or AI workflow needs an answer now.
04
Manual reconstruction breaks down
Teams compare versions, scan clauses, and patch together context by hand — usually under pressure.
The business risk
Value leaks.
Economic terms drift across renewals, invoices, and spend.
Authority drifts.
Control weakens when approvals and owners are unclear.
Trust erodes.
Teams cannot tell which facts are current, which terms govern, or which answer can be used.
Operating intelligence
The truth is in your documents. LineageAI™ puts it to work.
Your agreements, amendments, invoices, side letters, usage records, approvals, and obligations hold the intelligence your business runs on: money, rights, pricing, restrictions, renewals, reporting, ownership, risk, and authority.
But that intelligence is locked inside PDFs, folders, trackers, disconnected systems, and institutional memory.
LineageAI™ understands how those records relate, reasons across change and time, and puts the full story together — giving teams the operating intelligence they need to move with conviction.
Every answer shows its work
LineageAI™ returns more than a conclusion.
It shows the source path behind the answer: the documents involved, the changes that matter, the evidence used, the reviewer status, and the decision record the business can rely on.
01Documents involved
02Changes that matter
03Evidence used
04Decision record
Full-record intelligence
Connect agreements, amendments, side letters, invoices, records, approvals, usage data, and operating signals into one answer path.
Reasoning across change and time
Understand what was amended, superseded, repriced, waived, restricted, missing, inconsistent, or no longer applicable.
Source-grounded answers
Return the answer with the documents, clauses, records, lineage path, and operational proof behind it.
Audit-ready
Preserve reviewer status, approvals, comments, audit history, and the context behind what the business did next.
One intelligence layer
Operate from
the whole truth.
PostSig supports high-stakes teams that cannot afford partial context. Not fragments. Not one-off summaries. The full operating truth behind the work that moves the business.
Agreements
Amendments
Invoices
Side letters
Approvals
Usage records
LineageAI™ intelligence layer
One source path. Three operating surfaces.
Bloomberg agreementRenewal review
FactSet amendmentSpend variance
Service scheduleUsage right check
Invoice packetApproval path
Linked to agreement terms, invoice evidence, and current approval state.
Spend correctly · CPM
Contract Performance Management
For finance, procurement, operations, legal, and market data teams managing vendor agreement performance after signature.
- Track spend exposure against real contract terms.
- Surface renewal leverage before money renews by default.
- Keep invoice, usage, and approval evidence in the same operating view.
Board right
Active
Pro rata
Available
Observer
Mapped
Side letterAttached
Reporting dutyDue this quarter
Consent thresholdResolved
SPABoard information right
Amendment No. 2Transfer restriction
Side letterReporting extension
Consent memoApproval exception
Invest correctly · IRI
Investor Rights Intelligence
For VC, PE, investment, legal, finance, and fund operations teams keeping rights and portfolio context usable as investments evolve.
- Keep rights, approvals, and side letters usable in current context.
- Connect reporting duties and governance obligations to the source record.
- Make portfolio actions defensible when terms change over time.
“Yes. Vendor approval is required before model training.”
MSA §4.2
Security addendum
Approved policy
Authorized agentAllowed
Source pathAttached
Human reviewAvailable
Internal tool
Workflow automation
Reporting flow
Custom app
Operate correctly · Governed access
MCP and Bespoke Workflows
For operations and technical teams bringing governed intelligence into agents, internal tools, reporting flows, approvals, and AI workflows.
- Put trusted answers inside the workflow instead of outside it.
- Carry source path, controls, and approval state forward with the answer.
- Support bespoke flows without losing governance.
Answers, not summaries
Answers.
Not summaries.
PostSig gives teams business answers from the full post-signature record — not summaries of one document. The answer can appear in a dashboard, an assistant response, or a governed MCP workflow, but it comes from the same source-backed intelligence layer.
Renewal watch
12 agreements inside leverage window
3 require reviewer action this week.
Spend variance
4 invoices unsupported
Usage rights
2 datasets restricted
Current governing truth
Pricing updated by Amendment 02
Shown with source path
Approvals
Reviewer decision pending
Owner: Finance
What contracts have annual price increases?
I found several contracts with price escalators or scheduled annual increases. These clauses typically specify a fixed percentage increase upon renewal or at the start of a new contract year.
Contracts with Fixed Annual Increases
PostSig answer
Can we use this data for AI training?
Restricted. Vendor approval is required before model training.
Workflow target
AI use review
Policy gate
Approval required
Evidence payload
Sources and clauses attached
Validated by the market
Award-winning intelligence for the documents that define your business.
Five independent industry recognitions validate the same operating idea: PostSig brings trusted intelligence to the records that drive money, rights, obligations, and control.
Market validation
Five independent recognitions across market data, AI, buy-side technology, and content intelligence.
WT
01
Most Innovative Market Data Initiative
WatersTechnology
AFTA
02
Best New Technology: AI & Machine Learning
American Financial Technology Awards
WT
03
Best Overall Buy-Side Product
WatersTechnology Buy-Side Awards
WT
04
Best Buy-Side Newcomer
WatersTechnology Buy-Side Awards
AR
05
Hot Vendor in Content Intelligence
Aragon Research
Proof, not decoration. Recognition supports the central claim: PostSig brings trusted intelligence to the documents and operating records that define business decisions.
Where work happens
Put operating truth
to work.
PostSig is not here to replace business judgment. It removes the manual reconstruction that slows judgment down.
Teams use PostSig when the answer has to move into real work: audit, valuation, reporting, approvals, renewals, spend, compliance, market data, AI workflows, and bespoke operating processes.
This is not for low-stakes document storage. It is for teams where signed records shape money, rights, obligations, access, approvals, reporting, risk, and evidence.
Investment execution
When portfolio decisions need the full record
Investment teams use PostSig to keep rights, approvals, reporting duties, side letters, ownership context, valuation evidence, and governance records ready before timelines compress.
Commercial execution
When commercial execution depends on the contract stack
Finance, legal, procurement, operations, and market data teams use PostSig to turn vendor agreements, invoices, renewals, data rights, obligations, and compliance provisions into usable operating intelligence.
Governed access
When AI and bespoke workflows need governed intelligence
Operations and technical teams use PostSig to expose trusted answers to the systems, agents, reports, approvals, and workflows that need them — without opening the entire document universe.
Use-case pages
Governed workflow paths
Operate as agreed
Operate from facts.Not fiction.
When the answer has to be right, PostSig makes sure it is.
