SO
Service Order 05
Issued
Mar 12, 2024
AMD
Amendment 1
Executed
May 16, 2024
Email Thread
Captured
May 16, 2024
SL
Side Letter B
Executed
Jan 25, 2024
SL
Addendum
Executed
Apr 9, 2024
MSA
Master Services Agreement
Executed
Jan 15, 2023
INV
Invoice 2102
Issued
Apr 30, 2024
POST-SIGNATURE OPERATIONAL INTELLIGENCE
Operate from facts.
Not fiction.
Critical decisions leave no room for facts that no longer apply. PostSig turns agreements, amendments, invoices, side letters, approvals, usage records, and obligations into operating intelligence — exposing what changed, what is missing, and where risk is forming before the business acts.
● Operate as agreed.
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Trusted by operations, legal, finance, investment, and market data teams.
Operations · Legal · Finance · Investment · Market Data
LineageAI™ logic
LIVE
MSA baseline
Amendment modifies cap
Invoice exceeds threshold
Review status attached.
Current Governing Truth
CONTRACT OMISSIONS
Gaps to review before renewal.
3 Items
SUMMARY
Terms, payment, confidentiality, termination.
Sourced
TAGS
Research Data · ESG · Global Equities
+ Add
PRODUCT TERMS
Use restrictions and governing product logic.
12 Terms
The single source of truth for what governs now. Source-backed. Continuously verified.
Verified
What governs now
Current terms, rights, obligations
What changed
Clause changes, supersession, impact
What needs action
Renewals, payments, approvals, risk events
THE POST-SIGNATURE REALITY
The truth doesn’t end at signature.
And rarely lives in one document.
Invoices arrive. Renewals approach. Rights evolve. Obligations come due. Approvals happen. Reports go out. AI systems start answering.
But the facts behind those actions live across agreements, amendments, side letters, invoices, usage data, approvals, systems, and people. When teams reconstruct that context too late, decisions move from incomplete information. Spend leaks. Rights go unused. Obligations stay buried. Risk forms quietly.
A summary can tell you what one document says.
The truth lives in the full post-signature record.
01
Agreement gets signed.
The relationship starts with a signed agreement that captures the original commercial and legal intent.
02
The record starts to grow.
New records accumulate. Amendments, service orders, invoices, and reports change the operating context.
03
The question becomes urgent.
Executives need an answer fast. What were the terms? What rights apply? What got built into those renewals?
04
Manual reconstruction breaks down.
People stitch context together by hand — comparing versions, scanning clauses, and hoping nothing important is missed.
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.
LineageAI™ understands how records relate, reasons across change and time, and puts the full story together — giving teams the operating intelligence they need to move with conviction.
Full-record intelligence
Connect agreements, amendments, invoices, records, approvals, usage data, and operating signals into one answer path.
Reasoning across time
Understand what was amended, superseded, repriced, waived, restricted, missing, inconsistent, or no longer applicable.
Answers with evidence
Return the answer with the documents, clauses, records, lineage path, and operational proof behind it.
Decision memory
Preserve reviewer status, approvals, comments, audit history, and the context behind what the business did next.
Service Order 01
Amendment 02
Invoice 03
Usage Record 04
Source path
Original renewal cap identified in Service Order.
Amendment 2 modifies pricing threshold.
Current invoice exceeds amended amount.
Finance review status and audit trail attached.
CURRENT ANSWER · REVIEW REQUIRED
The charge exceeds the amended renewal cap.
Finance can act with the source trail, change history, reviewer status, and decision record attached.
ONE INTELLIGENCE LAYER
Operate from
the whole truth.
PostSig supports the operating surfaces where partial context becomes business risk: commercial spend, investment rights, and governed AI or bespoke workflows.
SPEND
SPEND CORRECTLY · CPM
Contract Performance Management
For finance, procurement, operations, legal, and market data teams.
CPM helps teams manage vendor agreement performance after signature: invoices, renewals, pricing schedules, usage rights, scope, obligations, vendor leverage, and spend exposure.
Market data · vendor performance · spend exposure
→
INVEST
INVEST CORRECTLY · IRI
Investor Rights Intelligence
For VC, PE, investment, legal, finance, and fund operations teams.
IRI keeps rights, approvals, side letters, reporting duties, fund obligations, governance evidence, and portfolio decision context usable as investments evolve.
Rights · approvals · reporting proof
→
OPERATE
OPERATE CORRECTLY · GOVERNED ACCESS
MCP and Bespoke Workflows
For business operations, technical teams, AI workflows, and bespoke execution.
MCP brings governed intelligence into the workflows teams already use or are building: agents, internal tools, reporting flows, approval processes, data-use reviews, and operational systems.
Agents · internal tools · controlled access
→
LINEAGEAI™ ASSISTANT 2.0
Ask across the record family.
The Assistant is one way teams reach PostSig answers. It connects the question to the agreements, amendments, invoices, side letters, approvals, and usage signals that matter.
Aligned to terms in force
Evidence-backed by source
Ready where work happens
Lineage AI
Chat History
What contracts have annual price increases?
21 minutes ago
Which contracts have AI related restrictions?
22 minutes ago
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.
RELATED SOURCE
Master agreement and amendment stack
CHANGE RECORD
Annual increase terms updated
CURRENT SIGNAL
Terms currently in force
DECISION MEMORY
Prior review preserved
Contracts with Fixed Annual Increases
Ask across contracts, amendments, invoices, and related records
→
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.
DASHBOARDS
Pre-built CPM and IRI operating surfaces for spend, rights, obligations, approvals, and reporting context.
ASSISTANT
Natural-language questions answered across related records, not a single open file.
MCP
Governed access for approved AI systems, agents, and bespoke internal workflows.
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 — so teams can move with the right context in the moments that matter.
INVESTMENT EXECUTION
When portfolio decisions need the full record
Investment teams keep rights, approvals, reporting duties, side letters, ownership context, valuation evidence, and governance records ready before timelines compress.
VC Fund Audit Readiness
Valuation & Portfolio Review
LP Reporting & Information Rights
Approval & Consent Readiness
Rights Change Tracking
Diligence & Exit Readiness
COMMERCIAL EXECUTION
When execution depends on the contract stack
Finance, legal, procurement, operations, and market data teams turn vendor agreements, invoices, renewals, data rights, approvals, and obligations into usable operating context.
Sell-Side Research
Buy-Side Investment Firms
CFOs & Finance Teams
Legal Teams
Procurement, Market Data & Operations
GOVERNED ACCESS
When AI and bespoke workflows need trusted intelligence
Approved systems, internal tools, and agent workflows can access governed answers with source context, lineage paths, and permissions intact.
Governed MCP Access
AI and Data-Use Workflows
Bespoke Operating Workflows
Current governing truth
Source-backed answers
VALIDATED BY THE MARKET
Award-winning intelligence
for the documents that define your business.
PostSig is recognized for AI-native execution, market data operations, buy-side impact, and enterprise content intelligence.
5
Awards
Industry recognition across AI, market data, and buy-side technology.
AI Innovation
Recognized for AI-native execution and machine learning.
Best Product
Validated for buy-side product impact and enterprise value.
waters
tech
01
WatersTechnology — Most Innovative Market Data Initiative
Recognition for market data innovation and operational intelligence.
AFTA
02
American Financial Technology Awards — Best New Technology: AI & Machine Learning
Recognition for AI-native execution and machine-learning technology.
waters
tech
03
WatersTechnology Buy-Side Awards — Best Overall Buy-Side Product
Recognition for buy-side product impact and enterprise readiness.
waters
tech
04
WatersTechnology Buy-Side Awards — Best Buy-Side Newcomer
Recognition for a differentiated entrance into buy-side technology.
Aragon
Research
05
Aragon Research — Hot Vendor in Content Intelligence
Recognition for enterprise content intelligence and document-centered AI.
Proof, not decoration. Awards support the central claim: PostSig brings trusted intelligence to the documents and operating records that define business decisions.
OPERATE AS AGREED
Operate from facts.
Not fiction.
PostSig turns the documents that define your business into operating intelligence — so teams and AI systems can act from the right information before the moment of action.
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