1<!DOCTYPE html> 2<html lang="en"> 3 <head> 4 <meta charset="UTF-8" /> 5 <link rel="icon" type="image/svg+xml" href="/favicon.svg" /> 6 <meta name="viewport" content="width=device-width, initial-scale=1.0" /> 7 <title>Automated Subscription Agreement Review | Schedule1</title> 8 <meta name="description" content="Every subscription agreement reviewed automatically for missing fields, contradictions, and exemption mismatches before you accept the investor, with each finding tied to the page it appears on." /> 9 <meta name="author" content="Schedule1" /> 10 11 <meta property="og:title" content="Automated Subscription Agreement Review | Schedule1" /> 12 <meta property="og:description" content="Every subscription agreement reviewed automatically for missing fields, contradictions, and exemption mismatches before you accept the investor, with each finding tied to the page it appears on." /> 13 <meta property="og:type" content="website" /> 14 15 <meta property="og:image" content="https://schedule1.ai/og/sub-doc-vetting.png" /> 16 <meta property="og:image:width" content="1200" /> 17 <meta property="og:image:height" content="630" /> 18 <meta property="og:url" content="https://schedule1.ai/product/sub-doc-vetting" /> 19 20 <meta name="twitter:card" content="summary_large_image" /> 21 <meta name="twitter:image" content="https://schedule1.ai/og/sub-doc-vetting.png" /> 22 23 <link rel="preconnect" href="https://fonts.googleapis.com"> 24 <link rel="preconnect" href="https://fonts.gstatic.com" crossorigin> 25 <link href="https://fonts.googleapis.com/css2?family=DM+Serif+Display:ital@0;1&family=DM+Mono:wght@400;500&family=Epilogue:wght@300;400;500;600&display=swap" rel="stylesheet"> 26
26<script type="module" crossorigin src="/assets/index-pI9knUFX.js"></script>
26 27 <link rel="stylesheet" crossorigin href="/assets/index-Cro8TrKy.css"> 28 <meta name="twitter:title" content="Automated Subscription Agreement Review | Schedule1" /> 29 <meta name="twitter:description" content="Every subscription agreement reviewed automatically for missing fields, contradictions, and exemption mismatches before you accept the investor, with each finding tied to the page it appears on." /> 30 <link rel="canonical" href="https://schedule1.ai/product/sub-doc-vetting" /> 31
31<script type="application/ld+json">{"@context":"https://schema.org","@type":"SoftwareApplication","name":"Schedule1 Sub Doc Vetting","applicationCategory":"BusinessApplication","operatingSystem":"Web","url":"https://schedule1.ai/product/sub-doc-vetting","description":"Automated compliance review of investor subscription agreements for alternative investment funds. Identifies missing and incorrectly completed fields for the investor type, checks consistency across the document, reconciles managed-account submissions, and applies per-fund rules.","provider":{"@type":"Organization","name":"Schedule1","url":"https://schedule1.ai"},"featureList":["Errors and recommendations with page references","Required fields determined by investor type and exemption","Asset value, investor type, and geographic consistency checks","Managed-account submission reconciliation","Per-fund compliance rules with version history"]}</script>
31 32
32<script defer src="/~flock.js" data-proxy-url="/~api/analytics"></script>
32</head> 33 34 <body> 35 <div id="root"><nav class="lp-nav"><a href="/" class="nav-logo">Schedule<span>1</span></a><ul class="nav-links"><li><a href="/#how-it-works">How it works</a></li><li><a href="/#features">Features</a></li><li><a href="/#about">About</a></li><li><a href="/login" class="nav-login">Login</a></li><li><a href="mailto:[email protected]" class="nav-cta">Contact Us</a></li></ul></nav><section class="hero hero--split"><div class="hero-content"><div class="hero-eyebrow"><div class="eyebrow-dot"></div>AUTOMATED SUBSCRIPTION AGREEMENT REVIEW</div><h1 class="hero-headline">Every subscription agreement<br/>reviewed <em>before you accept it</em>.</h1><p class="hero-sub">Upload the package from a closing and Schedule1 reviews every page on its own, works out the investor type and the exemption they qualify under, and returns one list of everything missing or contradictory with the page it appears on.</p><div class="hero-actions"><a href="mailto:[email protected]" class="btn-primary">See it on your documents<svg width="14" height="14" viewBox="0 0 14 14" fill="none" aria-hidden="true"><path d="M3 7h8M7.5 4l3.5 3-3.5 3" stroke="currentColor" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round"></path></svg></a></div><div class="hero-trust"><span class="trust-label">For compliance teams accepting investors into exempt-market funds.</span></div></div><div class="hero-visual"><div class="browser-frame"><div class="browser-bar"><div class="browser-dots"><span></span><span></span><span></span></div><div class="browser-url">schedule1.ai/sub-scrub</div></div><div class="pp"><div class="pp-head"><div><div class="pp-title">Northwood Capital Partners Inc.</div><div class="pp-sub">Subscription Agreement · 14 pages</div></div><div class="pp-against"><div class="pp-against-label">Reviewed against</div><span class="pp-badge">Meridian Opportunities Fund LP</span></div></div><div class="pp-group"><div class="pp-label" style="margin-bottom:0">Errors</div><span class="pp-group-count">must be fixed before acceptance</span></div><div class="pp-findings"><div class="pp-finding pp-finding--error"><span class="pp-finding-dot"></span><span><span class="pp-finding-page">Page <!-- -->4<!-- -->:</span> <!-- -->Accredited investor paragraph (j) is initialed, an individual category, on a subscription signed by a corporation.</span></div><div class="pp-finding pp-finding--error"><span class="pp-finding-dot"></span><span><span class="pp-finding-page">Page <!-- -->11<!-- -->:</span> <!-- -->Net assets are confirmed here as exceeding $5,000,000, which conflicts with the figure given in the certificate on page 4.</span></div></div><div class="pp-group"><div class="pp-label" style="margin-bottom:0">Recommendations</div><span class="pp-group-count">reviewer judgment</span></div><div class="pp-findings"><div class="pp-finding"><span class="pp-finding-dot"></span><span><span class="pp-finding-page">Page <!-- -->7<!-- -->:</span> <!-- -->The Risk Acknowledgement form carries a date but no signature.</span></div></div></div></div></div></section><section class="mkt-section"><div class="mkt-inner"><div class="mkt-header"><div class="section-label">READING THEM BY HAND</div><h2 class="section-title">Where the time actually goes.</h2><p class="section-body">Some of it is spent reading every page, and the rest is spent waiting for corrections to come back.</p></div><div class="mkt-questions fade-in"><div class="mkt-question"><span class="mkt-question-num">01</span><p class="mkt-question-text">How long does one agreement take to read?</p><p class="mkt-question-desc">Every page checked for missing fields and for figures that contradict each other, for every subscriber who comes in, before any of them can be accepted.</p></div><div class="mkt-question"><span class="mkt-question-num">02</span><p class="mkt-question-text">How many times does it go back?</p><p class="mkt-question-desc">An incomplete agreement returns to the investor or the dealer for correction, and the close waits on whatever the first read missed.</p></div></div></div></section><section class="mkt-section mkt-section--alt"><div class="mkt-inner"><div class="mkt-split"><div><div class="section-label">THE AUTOMATED REVIEW</div><h2 class="section-title">Every page reviewed <em>without anyone reading it</em>.</h2><p class="section-body">Upload the agreements from a closing and the review runs unattended. Schedule1 identifies the subscriber, settles which exemption applies, and checks the document against what that particular investor was required to complete, returning findings your reviewer can act on directly.</p></div><div class="subscrub-checks"><div class="check-item"><div class="check-icon check-icon--teal"><svg width="14" height="14" viewBox="0 0 16 16" fill="none" stroke="currentColor" stroke-width="1.5" aria-hidden="true"><path d="M3 8l4 4 6-6"></path></svg></div><div><div class="check-title">
35Everything comes back in one list</div><div class="check-desc">The full set of findings arrives together, so an agreement goes back to the investor or the dealer once, carrying every correction it needs.</div></div></div><div class="check-item"><div class="check-icon check-icon--teal"><svg width="14" height="14" viewBox="0 0 16 16" fill="none" stroke="currentColor" stroke-width="1.5" aria-hidden="true"><path d="M3 8l4 4 6-6"></path></svg></div><div><div class="check-title">The whole closing goes through in one run</div><div class="check-desc">Every agreement is reviewed without a person opening any of them, so the work your team does stays flat as the raise grows.</div></div></div><div class="check-item"><div class="check-icon check-icon--teal"><svg width="14" height="14" viewBox="0 0 16 16" fill="none" stroke="currentColor" stroke-width="1.5" aria-hidden="true"><path d="M3 8l4 4 6-6"></path></svg></div><div><div class="check-title">Works out the investor type before checking anything</div><div class="check-desc">The review establishes whether the subscriber is an individual or an entity and which exemption applies, then tests the document against what that investor was required to complete.</div></div></div><div class="check-item"><div class="check-icon check-icon--teal"><svg width="14" height="14" viewBox="0 0 16 16" fill="none" stroke="currentColor" stroke-width="1.5" aria-hidden="true"><path d="M3 8l4 4 6-6"></path></svg></div><div><div class="check-title">Separates errors from recommendations</div><div class="check-desc">Errors are the findings that need fixing before acceptance, and recommendations are the ones your reviewer should weigh.</div></div></div><div class="check-item"><div class="check-icon check-icon--teal"><svg width="14" height="14" viewBox="0 0 16 16" fill="none" stroke="currentColor" stroke-width="1.5" aria-hidden="true"><path d="M3 8l4 4 6-6"></path></svg></div><div><div class="check-title">Every finding names its page</div><div class="check-desc">Findings arrive prefixed with the page number they were found on, so a reviewer opens the document once and goes straight there.</div></div></div><div class="check-item"><div class="check-icon check-icon--teal"><svg width="14" height="14" viewBox="0 0 16 16" fill="none" stroke="currentColor" stroke-width="1.5" aria-hidden="true"><path d="M3 8l4 4 6-6"></path></svg></div><div><div class="check-title">Each document is reviewed fresh</div><div class="check-desc">Results are never cached, because requirements move, documents vary in small ways, and a stale pass is worth less than the risk it carries.</div></div></div><div class="check-item"><div class="check-icon check-icon--teal"><svg width="14" height="14" viewBox="0 0 16 16" fill="none" stroke="currentColor" stroke-width="1.5" aria-hidden="true"><path d="M3 8l4 4 6-6"></path></svg></div><div><div class="check-title">Thresholds come from the document in front of it</div><div class="check-desc">
35Consistency is assessed against the dollar figures printed on that agreement, with no assumed thresholds carried in from elsewhere.</div></div></div></div></div></div></section><section class="mkt-section"><div class="mkt-inner"><div class="mkt-split"><div><div class="section-label">FUND RULES</div><h2 class="section-title">Your policy <em>applied to the right fund</em>.</h2><p class="section-body">A firm running several funds rarely runs one set of requirements. Each fund carries its own rules in Schedule1, the reviewer picks the fund before the run, and those rules take precedence over the default review for that document.</p></div><div class="subscrub-checks"><div class="check-item"><div class="check-icon check-icon--teal"><svg width="14" height="14" viewBox="0 0 16 16" fill="none" stroke="currentColor" stroke-width="1.5" aria-hidden="true"><path d="M3 8l4 4 6-6"></path></svg></div><div><div class="check-title">Rules belong to the fund</div><div class="check-desc">A minimum subscription, a required local form, an eligibility restriction â each fund carries its own free-text rules, and the reviewer picks the fund before the run.</div></div></div><div class="check-item"><div class="check-icon check-icon--teal"><svg width="14" height="14" viewBox="0 0 16 16" fill="none" stroke="currentColor" stroke-width="1.5" aria-hidden="true"><path d="M3 8l4 4 6-6"></path></svg></div><div><div class="check-title">Fund rules take priority</div><div class="check-desc">A fund rule is injected ahead of the default review and governs where the two would differ.</div></div></div><div class="check-item"><div class="check-icon check-icon--teal"><svg width="14" height="14" viewBox="0 0 16 16" fill="none" stroke="currentColor" stroke-width="1.5" aria-hidden="true"><path d="M3 8l4 4 6-6"></path></svg></div><div><div class="check-title">Every edit is versioned</div><div class="check-desc">Rule changes are kept with their history, shown as a line-by-line difference, and any earlier version can be restored.</div></div></div><div class="check-item"><div class="check-icon check-icon--teal"><svg width="14" height="14" viewBox="0 0 16 16" fill="none" stroke="currentColor" stroke-width="1.5" aria-hidden="true"><path d="M3 8l4 4 6-6"></path></svg></div><div><div class="check-title">Schedule1 maintains them for you</div><div class="check-desc">Fund rules are written and kept current by us on your behalf, so the review reflects your policy without your team administering it.</div></div></div><div class="check-item"><div class="check-icon check-icon--teal"><svg width="14" height="14" viewBox="0 0 16 16" fill="none" stroke="currentColor" stroke-width="1.5" aria-hidden="true"><path d="M3 8l4 4 6-6"></path></svg></div><div><div class="check-title">Standard review is always available</div><div class="check-desc">Running without a fund selected applies the default compliance review on its own.</div></div></div></div></div></div></section><section class="mkt-section mkt-section--alt"><div class="mkt-inner"><div class="mkt-header"><div class="section-label">MANAGED ACCOUNTS</div><h2 class="section-title">When an adviser subscribes for <em>many managed accounts at once</em>.</h2><p class="section-body">Some subscriptions arrive from a registered adviser buying on behalf of the accounts they manage. The amount on the agreement then has to agree with the accounts behind it, and that list often arrives as its own spreadsheet.</p></div><div class="mkt-split fade-in"><div><div class="mkt-ledger"><div class="mkt-ledger-title">Worked example</div><div class="mkt-ledger-row"><span class="mkt-ledger-term">Subscription Amount on the agreement</span><span class="mkt-ledger-value">$450,000</span></div><div class="mkt-ledger-row"><span class="mkt-ledger-term">Underlying accounts on the list</span><span class="mkt-ledger-value">14</span></div><div class="mkt-ledger-row"><span class="mkt-ledger-term">Sum of the account amounts</span><span class="mkt-ledger-value">$447,500</span></div><div class="mkt-ledger-row"><span class="mkt-ledger-term">Difference</span><span class="mkt-ledger-value">$2,500</span></div></div><div class="mkt-callout">The account rows are parsed, converted to integer cents, and summed by the application itself, so the arithmetic never depends on the model.</div></div><div><div class="mkt-compare"><div class="mkt-compare-panel"><div class="mkt-compare-label">Stated on the agreement</div><div class="mkt-compare-figure">$450,000</div><p class="mkt-compare-desc">The Subscription Amount the adviser signed for, taken from the main document.</p></div><div class="mkt-compare-panel mkt-compare-panel--right"><div class="mkt-compare-label">Sum of the accounts</div><div class="mkt-compare-figure">$447,500</div><p class="mkt-compare-desc">Recomputed from the fourteen account rows, whichever appendix or attached file they arrived in.</p></div></div><p class="section-body" style="margin-top:24px;font-size:14px">A $2,500 gap between the two is the kind of thing that otherwise surfaces after the units have been issued.</p></div></div><div style="margin-top:56px"><div class="subscrub-checks"><div class="check-item"><div class="check-icon check-icon--teal"><svg width="14" height="14" viewBox="0 0 16 16" fill="none" stroke="currentColor" stroke-width="1.5" aria-hidden="true"><path d="M3 8l4 4 6-6"></path></svg></div><div><div class="check-title">Recognizes an adviser subscribing for managed accounts</div><div class="check-desc">The accredited investor category for a person acting on behalf of a fully managed account is category q, though forms vary in the letter, wording, and section they use, so it is identified by meaning.</div></div></div><div class="check-item"><div class="check-icon check-icon--teal"><svg width="14" height="14" viewBox="0 0 16 16" fill="none" stroke="currentColor" stroke-width="1.5" aria-hidden="true"><path d="M3 8l4 4 6-6"></path></svg></div><div><div class="check-title">Finds the account list wherever it arrived</div><div class="check-desc">Rows are read from any appendix inside the agreement or from a spreadsheet attached alongside it, and uploads are sorted into agreement or list without asking you.</div></div></div><div class="check-item"><div class="check-icon check-icon--teal"><svg width="14" height="14" viewBox="0 0 16 16" fill="none" stroke="currentColor" stroke-width="1.5" aria-hidden="true"><path d="M3 8l4 4 6-6"></path></svg></div><div><div class="check-title">The application does the arithmetic</div><div class="check-desc">Account amounts are parsed to integer cents and summed by the engine itself, so a total never depends on a model adding up a column.</div></div></div><div class="check-item"><div class="check-icon check-icon--teal"><svg width="14" height="14" viewBox="0 0 16 16" fill="none" stroke="currentColor" stroke-width="1.5" aria-hidden="true"><path d="M3 8l4 4 6-6"></path></svg></div><div><div class="check-title">A blank in-document appendix stays quiet</div><div class="check-desc">
35For these submissions the list commonly arrives as a separate file, so an empty appendix is treated as expected and suppressed from the findings.</div></div></div><div class="check-item"><div class="check-icon check-icon--teal"><svg width="14" height="14" viewBox="0 0 16 16" fill="none" stroke="currentColor" stroke-width="1.5" aria-hidden="true"><path d="M3 8l4 4 6-6"></path></svg></div><div><div class="check-title">The adviser checklist is reported on its own</div><div class="check-desc">Category selection, the accredited investor exemption, registrant confirmation, and the discretionary-advisor attestation are each tracked, with a section absent from a given form marked as such.</div></div></div></div></div></div></section><section class="mkt-section mkt-section--flush"><div class="mkt-inner"><div class="mkt-header"><h2 class="section-title">Three ways a document contradicts itself.</h2><p class="section-body">Missing fields are the easy half, and these are the findings that need the whole document held in view at once.</p></div><div class="fade-in"><div class="regs regs--3"><div class="reg-card"><div class="reg-name">Asset values</div><div class="reg-desc">A net-worth, asset, or income level confirmed in one section is tested against every other place the document states one, using the thresholds printed on that form.</div><div class="reg-status status-live"><span class="status-dot"></span>LIVE</div></div><div class="reg-card"><div class="reg-name">Investor type</div><div class="reg-desc">Exemptions and initialed lines are checked against whether the subscriber is an individual or an entity, so a category written for one and taken by the other surfaces.</div><div class="reg-status status-live"><span class="status-dot"></span>LIVE</div></div><div class="reg-card"><div class="reg-name">Geography</div><div class="reg-desc">Exemptions, risk acknowledgements, and elections are checked against the address on the form, so a Quebec-only selection by a subscriber elsewhere is flagged.</div><div class="reg-status status-live"><span class="status-dot"></span>LIVE</div></div></div></div></div></section><section class="cta-section"><div class="cta-inner fade-in"><div class="cta-label">Get started</div><h2 class="cta-title">Know everything that needs fixing<br/><em>before it goes back</em>.</h2><p class="cta-sub">Send us a handful of agreements you have already reviewed and we'll show you what comes back.</p><div class="cta-actions"><a href="mailto:[email protected]" class="btn-primary">See it on your documents<svg width="14" height="14" viewBox="0 0 14 14" fill="none" aria-hidden="true"><path d="M3 7h8M7.5 4l3.5 3-3.5 3" stroke="currentColor" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round"></path></svg></a></div></div></section><footer class="lp-footer"><div class="footer-inner"><a href="/" class="footer-logo">Schedule<span>1</span></a><ul class="footer-links"><li><a href="/#how-it-works">How it works</a></li><li><a href="/#features">Features</a></li><li><a href="/#about">About</a></li><li><a href="#">Privacy</a></li></ul><span class="footer-right">© 2025 Schedule1 · [email protected]</span></div></footer></div> 36 </body> 37</html>
Line numbers count LF bytes from the start of the resource, as the search results do. Vendor segments are library code the classifier recognised; they are stored but not indexed. Bytes are shown as Latin1 characters, one per byte.