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1. Executive Summary

SplitRight helps private-equity sponsors, portfolio companies and carve-out teams capture hidden value and avoid dis-synergies locked inside shared supplier contracts. We blend experienced contract attorneys, proven divestiture playbooks and AI-driven review in Relativity Contracts with an internal layer of AI agents that automate repetitive tasks once handled by interns. The result is faster deal readiness, lower separation costs and clear visibility into spend on day one.

2. Market Opportunity

  • Global CLM software market: USD 1.1 billion (2024) with 12.9 percent CAGR through 2034 (Global Market Insights)

  • Separation costs: 1 – 5 percent of divested-business revenue and up to 13 percent in complex deals (BCG)

  • PE dry powder exceeds USD 1 trillion, sustaining steady deal flow that triggers recurring demand for contract separation and PMI cleanup

Target addressable market

  • More than 6,000 mid-market PE portfolio companies in North America

  • Roughly 1,500 corporate divestitures above USD 100 million each year

3. Problem Statement

  • Shared contracts make or break deal economics

  • Law firms are thorough but costly and provide weak operational reporting

  • Strategy consultancies lack deep clause expertise and legal negotiation skill

  • Manual review of unstructured contract data slows deals and hides savings

4. SplitRight Solution

ModuleDescriptionToolingPrimary KPICollectConsolidate contracts, AP / AR data and org chartsSecure SFTP, OCR, AI agents for file triagePercent of contracts capturedReview and CategorizeAI models tag assignment clauses, seat counts and fee schedulesRelativity Contracts, custom LLM promptsReview hours savedNegotiate and ActDraft notices, consent letters and split schedulesAttorney playbooks in Copilot templates, AI agent first draftingPercent of assignments executedReportLive dashboards for forecast versus actual synergiesPower BI and SnowflakeDollars of value realizedOptimizePost-close CLM managed service keeps spend alignedMonthly subscriptionAnnual savings

Internal AI agents also automate status reporting, meeting scheduling and first-pass data cleanup to shorten cycle times.

5. Competitive Landscape

SegmentStrengthGap SplitRight FillsBig-law carve-out teamsLegal rigorHigh hourly fees and weak data reportingBig Four and strategy firmsSynergy modelingLimited contract negotiation depthCLM software vendorsAutomationNo full-service divestiture playbookPrivate-markets legal tech providersNDA automation focusNot designed for supplier split work

6. Business Model

  • Project fees: USD 250 k base per carve-out (up to 1,000 contracts) plus 10 percent success fee on verified savings

  • CLM managed service: USD 5 k-10 k per month per portfolio company for ongoing license right-sizing and contract health dashboards

  • Software referral: 15 percent margin on Relativity Contracts seats via partner agreement

7. Go-to-Market Strategy

  1. Thought leadership via white papers, in-depth blog series and on-demand webinars about contract carve-out best practices

  2. Channel alliances with mid-market investment banks, Relativity and carve-out advisory boutiques

  3. Land-and-expand motion: begin with one divestiture then upsell PMI cleanup and CLM managed service

  4. Account-based marketing using LinkedIn outreach to operating partners flagged in 13D filings and deal announcements

8. Technology and IP

  • RelativityOne tenant with custom classification models for Assign, Duplicate and Split tags

  • Library of AI agents (built on GPT-4o) that collect documents, extract key fields, draft routine notices and auto-populate dashboards

  • Power BI templates that mirror PE synergy models

  • Clause-level benchmark repository built from anonymized engagements

9. Operations Plan

  • Year 1 staff: two contract attorneys, two data analysts and one PE-focused engagement manager

  • Six-week delivery cadence: Collection (weeks 1-2), Review (weeks 3-4), Negotiation (weeks 5-6)

  • Internal automation: AI agents handle document intake, OCR QA, weekly status emails and first-pass financial reconciliations

  • Security target: ISO 27001 controls and SOC 2 Type II certification within 18 months

10. Financial Projections

Year 1Year 2Year 3Deals closed61220Project revenueUSD 1.8 MUSD 3.6 MUSD 6.0 MManaged-service ARRUSD 0.3 MUSD 1.0 MUSD 2.0 MTotal revenueUSD 2.1 MUSD 4.6 MUSD 8.0 MGross margin60 percent63 percent65 percentEBITDA(USD 0.2 M)USD 0.6 MUSD 2.0 M

Founders will self-fund an initial capital injection of USD 750 k for staffing and compliance.

11. Milestones

  • Q3 2025: Relativity partner agreement executed, pilot engagement secured

  • Q4 2025: Dashboard MVP live, first USD 250 k in documented savings

  • H1 2026: SOC 2 audit complete, CLM managed service launched

  • H2 2026: Land three marquee enterprise clients with revenue above USD 5 billion each and establish a Strategic Accounts team focused on Fortune 1000 carve-outs; growth funded entirely by operating cash flow

12. Key Risks and Mitigations

RiskMitigationDeal flow slowdownExpand services to include post-merger integration cleanup and procurement savings engagementsAI misclassificationApply a human QA layer and continuous model tuningTalent scarcityOperate a hybrid remote model and recruit ex-big-law associates and contract specialistsData securityImplement zero-trust architecture, annual penetration testing and cyber insurance

13. Impact and ROI

For a USD 500 million carve-out with a 3 percent separation cost, eliminating 20 percent of avoidable spend yields USD 3 million in savings. With SplitRight fees averaging USD 300 k, clients achieve a minimum ten-times cash ROI while gaining full transparency into contract economics.

SplitRight delivers the accuracy of a law firm, the structure of a consultancy and the speed of AI-powered automation, all focused on protecting and unlocking contract value in every transaction.

Contacts

123-123-1234
info@email.com

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