WealthDocket provides full-service advisory on all aspects of litigation funding, from claim identification to claim resolution
Case Intake
WealthDocket has an initial non-confidential discussion with claimant and/or counsel to understand the case subject matter, the procedural posture and the expected budget
Confidential Discussion Under NDA
WealthDocket provides a non-disclosure agreement tailored to protect claimant's information and legal privileges to allow for a more substantive exchange of information
WealthDocket Initial Diligence
WealthDocket reviews business, legal, technical, financial, and other materials to assess eligibility for funding and identify optimal financing structures and appropriate funders to accommodate the specific claim type and claimant's objectives
Engagement
WealthDocket is engaged by claimant to provide the required advisory and placement services
Preparation of Materials
WealthDocket assembles a packet of materials describing the merits of the legal claim(s), litigation counsel, the proposed budget, a damages analysis, and other materials to submit the funding opportunity to the appropriate funders
Submission of Materials & Solicitation of Offers
WealthDocket secures NDAs with appropriate funders, submits the proposal and materials, and schedules meetings to discuss the funding opportunity
Evaluate Funding Offers & Secure Term Sheet
WealthDocket reviews funding proposals with claimant, models scenarios under each to quantify claimant proceeds in a variety of litigation outcomes, and negotiates a final term sheet with the desired funder
Continuing Diligence
WealthDocket facilitates continuing dialogue with funder to support the completion of funder's diligence and move to definitive documents
Funding Contract Negotiation
WealthDocket reviews proposed funding documents, advises claimant on the contractual provisions, coordinates counsel engagement terms, and negotiates a final contract with the funder
Coordination of Closing
WealthDocket facilitates closing, including bring-down certificates, lien coordination, corporate resolutions, and satisfaction of other closing conditions
Litigation & Funding Oversight
WealthDocket coordinates funding requests, administers litigation budget, advises on amendments to funding contract for budget and strategy changes, evaluates financial implications of settlement proposals, and supports claimant in obtaining its share of proceeds