Transaction operations for approved agreements

From approved agreement to confirmed outcome.

Termn keeps the approved instruction, required signatures and checks, movement updates, receipt evidence, and follow-up together in one place.

Equipment purchase settlementFinal record ready
Reconciled

Transaction history

Every material event stays distinct.

Actor · time · result
  1. Approved agreement

    Verified

    The signed instruction, participants, and responsible roles are attached to the transaction.

    Agreement owner · Jul 18, 9:42 AM
  2. Readiness checks

    Complete

    Required signatures, approvals, and source files are complete.

    Requirements evaluated · Jul 18, 9:44 AM
  3. Movement report

    Sender reported

    The sender reported the transfer through the parties’ chosen bank. Receipt is still a separate event.

    Sender · Jul 19, 2:06 PM
  4. Receipt evidence

    Reconciled

    An authorized administrator matched the amount and reference against bank evidence.

    Organization administrator · Jul 19, 2:31 PM
  5. Final record

    Ready

    The executed agreement, instruction version, acknowledgements, evidence, and follow-up remain connected.

    Record issued · Jul 19, 2:32 PM
A sender report never becomes a confirmed receipt without the required evidence and authorized reconciliation.

Termn coordinates the work and preserves the resulting record. Money moves through the parties’ chosen banks and providers, while legal guidance remains with their own professionals.

Review controls and boundaries

Choose by transaction

Start with the work you need to finish.

Each path begins with a different governing instruction and ends with the record appropriate to that transaction.

General agreement

General workspace
Starts from
An approved agreement and named participants
Termn coordinates
Signatures, approvals, files, notices, and follow-up
Result
Completion record
Start an agreement

SAFE closing

Specialized controls
Starts from
Issuer-approved SAFE terms and known investors
Termn coordinates
Investor signatures, wire instructions, and receipt reconciliation
Result
Investor closing package
Explore SAFE closing

Trust funding

Specialized controls
Starts from
A signed revocable trust and existing professional instructions
Termn coordinates
Asset requirements, institution follow-up, counsel review, and evidence
Result
Funding completion record
Explore trust funding

Known-party private loan

Specialized controls
Starts from
Professionally approved terms, authority, and source documents
Termn coordinates
Funding, scheduled payments, exceptions, and payoff
Result
Loan payment history
Check private-loan fit

Finish what the agreement started.

Choose the transaction that matches the governing instruction, responsible professional, required checks, and final record.