Start an agreement

Coordinate the work that remains after signing.

Trust funding, SAFE rounds, private loans, and document releases each have their own authority, checks, and finish line.

Check your trustExplore agreement controls

Choose the transaction, then inspect its boundaries.

Each path below names the starting authority, the work Termn coordinates, and the record available at the end.

Trust funding close

Finish the asset work after a revocable trust is signed.

Use existing attorney instructions to plan each asset, route professional questions, follow up with institutions, and document the outcome.

Starts with

For a US consumer with an already signed revocable living trust and funding instructions supplied by the attorney or service that prepared it. Termn coordinates administrative work; it does not create, amend, interpret, execute, notarize, or certify the trust.

Termn keeps together

  • An already signed trust and existing professional instructions
  • Distinct asset states and accountable next owners
  • Required counsel review for title, tax, deed, beneficiary, entity, and suitability decisions
  • Customer-approved supporting documents or an explicit exclusion for every asset
  • A non-certifying completion record

At completion

The trust owner sees unfinished assets and their next owners. Professionals retain their decisions, and later reviewers can inspect the supporting documents.

SAFE round closing

Move each invited investor from approved terms to a funded SAFE.

Founders manage the round while each investor reviews and signs a private SAFE, retrieves approved wire instructions, and follows issuer confirmation.

Starts with

For US companies using the current unmodified YC post-money valuation-cap SAFE with known investors in an issuer-led private offering. Termn coordinates the close; it does not find investors, choose an exemption, negotiate terms, or provide legal advice.

Termn keeps together

  • Issuer, board, signer, template, and receiving-instruction requirements
  • Investor-specific amount, valuation cap, immutable SAFE, and representations
  • Encrypted, versioned wire instructions with two distinct issuer approvals
  • Distinct invited, signed, instructions-viewed, marked-sent, reconciled, and exception states
  • Executed SAFE, investor acknowledgement, issuer reconciliation, and counsel-owned filing tasks

At completion

Founders see which investors have signed and funded. Investors can follow their own close, while counsel and finance receive the signed instruments and reconciliation history.

Private loan close

Make a known-party loan easy to execute and hard to lose track of.

Use counsel- and tax-advisor-approved terms to coordinate authority, the signed note, exact funding, scheduled payments, exceptions, and payoff.

Check a known-party loan

Starts with

For a one-off US loan between known individuals, a trust and beneficiary or third party, or a family entity and individual. Termn coordinates the signed note, funding, and schedule. It does not provide terms, underwriting, servicing, legal advice, or party matching.

Termn keeps together

  • Verified lender, borrower, trustee, beneficiary, and signer capacity
  • Counsel-approved note, trustee authority, conflicts, consents, and state-law requirements
  • Tax-advisor-approved rate and treatment with a dated IRS source when relevant
  • Separate signature, bank connection, exact-amount funding authorization, provider receipt, and scheduled payment states
  • Dated amendment, missed-payment, dispute, forgiveness, payoff, and professional-escalation entries

At completion

The parties can review the approved terms, confirmed funding, amounts due, payment support, and final payoff or escalation. Lending and servicing remain with the responsible parties and providers.

Protected release

Hold sensitive material until the exact release condition is met.

Keep documents, data, or release keys protected until signatures, payment, or explicit approval are complete.

Starts with

For sensitive deliverables that must wait for a precise, reviewable release trigger.

Termn keeps together

  • Executed agreement record
  • Required signature, participant approval, or participant-paid Project Pass
  • Release tied to the correct agreement step
  • Participant notice when release completes

At completion

The team can inspect the release requirement, delivery attempt, recipient, and outcome from the agreement.

Closing coordination

Name every condition before the closing proceeds.

Order required uploads, named approvals, and notices before the next step begins.

Starts with

For multi-party closings or milestone-based matters where documents, approvals, and notices must align before the next step begins.

Termn keeps together

  • Required file uploads
  • Participant approvals
  • Required order of work
  • Reviewable audit timeline

At completion

The workspace shows the current blocker, the next permitted step, and the final completion history.

Invoice-cleared delivery

Release the final delivery after signature and payment.

Confirm agreement execution and invoice clearance before releasing documents, notices, or downstream updates.

Starts with

For a final delivery that requires both a signed contract and a cleared invoice.

Termn keeps together

  • Required document signature
  • Required invoice payment
  • Delivery notice or signed webhook update
  • Completion record for the matter

At completion

The agreement shows invoice status, release authorization, final delivery, and the completion statement.

Talk through the matter you are coordinating.

We can identify its approvals, documents, payment checks, authorized release, and final record.

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