The closing management solution designed for venture closings.

SimplyAgree minimizes time spent on administrative venture closing tasks, so your clients come back to you for every round.

 

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"SimplyAgree has become an essential part of the deals I work. From seamlessly assembling signature packets to quickly building a binder on closing day, SimplyAgree makes running a deal extremely efficient."

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Why 8 of the 12 most active VC firms
choose SimplyAgree at closing:

Data according to VC, PE, and M&A deal volume provided by Pitchbook logo Annual Global League Tables.

 

Turn your cap table into a closing

10 or 1000+ signatories? No problem.

Upload a cap table and organize signers into signing groups, like “Investors” or “Keyholders," to automatically begin generating your signature pages. You can even add custom signatory data—such as investment amount or share count—to include on your signature pages.

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Customize your signature pages

Fully customizable to fit your firm's needs.

Create your signature pages in one click, and unlock a vast toolbox of customization options to fit your needs. From intuitive signature block building to customizing lead-in and footer text or font style and size—with SimplyAgree, the days of manually typing out each signature page are over.

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Automatically send for eSigning

Just press send.

SimplyAgree saves you the work of manually tagging your signature pages for eSigning by automatically populating the tags for you, perfectly positioned in each signature block. So when you’re ready to start collecting signatures, all you have to do is press send.

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Effortlessly manage deal changes

No more manual updates. Ever.

When investors inevitably change, you’re covered. Simply assign a signing group once and your signature pages will automatically update as signers are added or removed from the group. SimplyAgree ensures your signature pages are always up to date—no more manual updates or triple-checking signature pages.

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Track & share signer progress

Seamless workflow integration—the way it should be.

SimplyAgree aligns with existing signature collection workflows for venture financings, so any time over the course of your transaction, download an Excel file of a fully-populated signer matrix to track and share signing progress with your clients.

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Get access to SimplyAgree

We work with your deal team to understand your use case, then develop a custom plan for getting started.

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Ready to finally give your clients a tech-enabled closing? Let's talk.

  • Highly responsive support, product, and engineering teams
  • Seamlessly integrates with NetDocs, iManage, and DocuSign
  • Best-in-class security infrastructure that protects client data
  • Option to deploy on the cloud, private cloud, or on-premises
  • Proven utility across all transaction groups
  • Easy to learn, easy to use
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Explore SimplyAgree for your firm