01
Mandate letter
Confidential · countersigned
A short, written remit — scope, exclusions, fees, jurisdiction, timeline. Signed by both parties before any work begins.
02
Sourcing memorandum
Counterparties & terms
A vetted shortlist of suppliers, operators, or capital partners — with diligence notes, references, and indicative terms.
03
Term sheet
Commercial · legal
A working term sheet drafted with partner counsel — price, payment, delivery, warranties, governing law, dispute mechanism.
04
Logistics dossier
Origin · transit · clearance
Where physical goods are involved: shipment plans, certificates of origin, end-user paperwork, insurance, and last-mile handover.
05
Stewardship file
Post-close · annual
A short annual review covering performance against the mandate, successor purchases, and any audit or compliance correspondence.