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Hi Taylor,
Signed PSA attached. Copying Closing Associate to set up the deal.
Thanks,
James
Parkview Purchase Agreement.pdf
2.4 MB
Tuesday, September 16
9:41
Closing Associate
now
Parkview closing is ready
11 dates, 46 requirements. Here are your next steps.
Add it to the thread like a teammate.Add Closing Associate to the transaction just like another teammate.
Attaching the redlined PSA. Two open points on §4.2.
Nobody forwards anything.Every reply on the thread lands in the deal state. Nobody forwards anything.
Outlook, calendar, SharePoint, data room, calls.Outlook, calendar, SharePoint, the data room, phone calls. Integrate whatever you want.
Outlook
Calendar
SharePointOptional. No onboarding.Optional. Connect one source or all of them. There is no onboarding workflow.
It updates itself while you work.Closing Associate quietly updates itself while you work.
Sent "RE: Parkview — JV draft"
Joined Counsel call
Edited Closing_Tracker.xlsxNothing to fill in.Email, join calls, edit the tracker. Nothing to fill in.
Four kinds of deal, one way of working.Buying, selling, refinancing, or bringing in new capital, Closing Associate tracks the same things: who promised what, what has arrived, and what is still holding up the close. Your team learns one way of working and uses it for all of them.
You · BuyerSigned LOI to funded wire, nothing late.From the signed LOI to the funded wire. Diligence, financing, title, and everything the seller owes you, tracked from day one so nothing arrives late.
You · SellerEvery buyer ask answered before it delays you.Keep the buyer moving. Their diligence requests, your document deliveries, payoff letters, title cure, and the seller-side closing, with every buyer ask answered before it becomes a delay.
You · BorrowerEvery condition to funding, before the lock expires.Every condition to funding in one place. Lender checklists, third-party reports, payoff quotes, title, and counsel, so the rate lock never expires waiting on a report.
You · SponsorNew capital, and the paper that proves who owns what.New capital, ownership changes, and the paper trail that proves them. Consents, entity documents, lender approvals, and the final record of who owns what.
Briefed before the call. Reconciled after it.Closing Associate reads the calendar, prepares what you need to walk in with, then reconciles what was said against the deal state when you walk out.
What Closing Associate hands you on the way in.
Rate lock expires in 9 days. The lender still needs the rent roll and the Phase I.Term sheet countersigned Tuesday. Rate lock expires in 9 days. Appraisal came in at $79.1M — $600K above purchase price. Lender still needs the updated rent roll and the Phase I.
What it does with what was actually said.
The fee waiver needs the Phase I Wednesday. The vendor says Friday. I drafted the push-back for you to send.The lender waived the fee only if the Phase I lands on Wednesday. But the vendor just emailed to say it won't arrive until Friday. I drafted a note pushing the vendor back to Wednesday and held it for you to send.
Okay I think that’s everything. Let’s take the open points in order.
On indemnity, we’ll get you revised language Monday.
Is anyone still holding the survey exception open?
I’ll resolve the promote calculation on our side tomorrow.
More or less the same structure we ran on Halstead.
Lab results came back clean, so we’re targeting Friday for the final ESA.
Good. Same time next week.
0 / 3
Counterparty counsel
Send the revised indemnity language
Matt
Resolve the promote calculation
Environmental consultant
Deliver the final ESA
Blocks lender approval
All three now have an owner and a date.
Nothing is sent, moved, or signed without your approval.
Drafted before an item runs late.Draft the email before a promised item becomes late.
Critical dates where your team looks.Put critical dates and reminders where your team already looks.
Deposits and funding raised early.Coordinate deposit and funding requirements early.
What arrived, what changed, what is open.Know what arrived, what changed, and what remains outstanding.
Reports, invoices and dependencies.Track reports, invoices, deliverables and dependencies.
Statement, invoices and wires kept aligned.Keep the closing statement, invoices and funding requirements aligned, and coordinate secure wire-verification and funding workflows.
You stay in control of your privileged information.Closing Associate is built so that the people who own the deal stay in control of it.
SSO, MFA and session policy.SSO, MFA and session policies set at the organisation level.
Who sees what, per deal.Decide who sees what, per deal and per counterparty.
Everything points at its source.Every requirement, commitment and next action points at the email, call or document it came from.
Nothing is sent or funded without you.Nothing is sent, signed or funded without a person saying so.
A time-stamped record of every change.A complete, time-stamped record of what changed, when, and on whose word.
Encrypted in transit and at rest.Encrypted in transit and at rest. Keys are rotated; access is logged.
One deal never sees another.One deal never sees another. Not in search, not in suggestions, not in memory.
Each party sees only their slice.Counsel, lender, title and seller each see their slice—and only their slice.
OneNoteOutlook draftsExcel trackersSharePoint
Phone calls“Didn’t they promise this Monday?”
“Where’s the latest document?”
“Who’s following up?”
Everything else is being tracked.
Confirm wire instructions
Approve final settlement statement
94 other items tracked · no action needed
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Built for investment teams managing complex, high-value transactions.
