SO

Service Order 05

Issued

Mar 12, 2024

AMD

Amendment 1

Executed

May 16, 2024

EMAIL

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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Explore MCP access