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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

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IMPORTANT MESSAGE: www.wealthdocket.com (the “Site”) is a website owned and operated by WealthDocket LLC (“WealthDocket”). By accessing this Site and any pages on this Site, you agree to be bound by its Terms of Service and Privacy Policy, as may be amended from time to time without liability or notice. Investment opportunities posted on the Site are indirect investments in legal claims offered through single purpose pooled investment funds managed by WealthDocket Management LLC. WealthDocket is not an investment advisor, broker-dealer, or crowdfunding portal and does not engage in any activities requiring any such registration. The securities offerings posted on the Site are available to accredited investors only. By using the Site, you acknowledge the speculative nature of the investments featured on the Site and accept the high risks associated with investing in legal claims including but not limited to adverse outcomes in litigation associated with the claims and lack of control over the assertion of such claims. Investments in private placements are speculative and involve a high degree of risk and those investors who cannot afford to lose their entire investment should not invest. Additionally, investors may receive illiquid and/or restricted securities that may be subject to holding period requirements and/or liquidity concerns. Investments in private placements are highly illiquid and those investors who cannot hold an investment for the long term should not invest. Diversification does not guarantee profits or protect against losses. Securities are offered pursuant to an exemption from the registration requirements of the Securities Act of 1933, as amended, and are not required to comply with specific disclosure requirements that apply to registration under the Securities Act. Neither the US Securities and Exchange Commission nor any state regulator or other regulatory body has passed upon the merits of or given its approval to the securities, the terms of the offerings, or the accuracy or completeness of any offering materials. Neither WealthDocket nor any of its directors, officers, employees, representatives, affiliates, or agents shall have any liability whatsoever arising from any error or incompleteness of fact or opinion in, or lack of care in the preparation or publication of, the materials and communication herein. WealthDocket does not give investment advice, provide analysis, or make recommendations regarding any offering posted on the Site. Any financial projections or returns shown on the website are estimated predictions of performance only, are hypothetical, are not based on actual investment results and are not guarantees of future results. Estimated projections do not represent or guarantee the actual results of any transaction, and no representation is made that any transaction will, or is likely to, achieve results or profits similar to those shown. Any investment information contained herein has been secured from sources that WealthDocket believes are reliable, but we make no representations or warranties as to the accuracy of such information and accept no liability therefore. You are strongly advised to consult your legal, tax and financial advisors before investing. This website does not constitute an offer to sell or buy any securities. No offer or sale of any securities will occur without the delivery of offering materials and related documents. You are solely responsible for compliance with the laws and regulations of your country of residence, including without limitation those applicable to the public solicitation of securities offerings. Learn more about investing in private placements from the SEC and FINRA.


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