Pyx Flow · for private-equity general counsel

Track every document. Every clause. Every minute in custody.

One ledger for every matter, every stakeholder, every firm. Replace the inbox-and-redline status quo with a custody trail you can actually enforce.

What you actually do

Most of your time goes to email triage, not decisions.

Problem one

Outside counsel becomes the paper-pusher.

When you outsource document coordination, outside counsel starts chasing your internal stakeholders for sign-off. They bill you to push paper. Every email, every nudge, every status check becomes a billable line.

Problem two

Figuring out where a provision is sitting takes too long.

Tax has it. Or compliance has it. Or it's in finance review. Following up takes forty-five minutes and three forwards. Things get dropped. Provisions stall for weeks before anyone notices the chain broke.

Problem three

Holding outside counsel to a timeline is almost impossible.

Reconstructing the custody timeline for a single document means going through email threads, calendar invites, and version histories. You can't do this for every document on every matter. Without the timeline, you can't enforce one.

Solution one · every matter, every doc, one view

Side letters. LPA. Subscription docs. Guaranty. MSA. Every state, knowable at a glance.

Each matter is one card. Each card holds every document tied to that matter — by type, by LP, by state. Click any status pill to dispatch a follow-up across every open provision in the matter. One click, every email, full audit trail.

— No more "where are we on Greenhill?"

Aurora V — Final Close
Target · May 2026
Side letters
G
Greenhill
In-house · Tax
3d 4h
C
Coastal State
With investor
6d
C
Crescent
Outside counsel
11d
A
Ashford
Signed off

Solution two · custody, by the minute

Compare your firms by efficiency, not by relationship.

Every handoff is a segment in a phase ledger. Outside counsel time. In-house time. Investor time. Color-coded, duration-labeled, ping-pong-tracked. The counsel scorecard tells you which firm is faster on which document type — and where to push when the next renewal lands.

— Renewal conversations move from instinct to evidence.

Crescent Sovereign · Side letter
11d open
DEB · 3d
IN-HOUSE · 2d
DEBEVOISE · 2d
IN-HOUSE
Outside In-house Investor
DEBEVOISE → IN-HOUSE → DEBEVOISE → IN-HOUSE

Solution three · auto-routed by flag

Every provision finds its owner.

No triage. No email forward. No "who handles this?" Tax flags route to Tax. Compliance flags route to the CCO. ESG flags route to the ESG Officer. Each stakeholder sees only their queue. Provisions don't sit in someone's drafts folder for a week because nobody knew it was theirs.

— Six internal stakeholders. One ledger.

Legal
GC
Sign-off
Tax
Head, Tax
Sign-off
Compliance
CCO
Sign-off
Finance
CFO
Sign-off
IR
Head, IR
Sign-off
ESG
ESG Officer
Sign-off

What this costs

Three line items. One agreement.

Pyx Flow · annual platform fee

Document workflow, custody tracking, counsel scorecard, auto-routing across all internal stakeholders. Predictable annual cost. Scales with your team and fund count.

Annual subscription · platform fee
Pyx Audit · per-matter

Engagement fee per matter on execution, plus a performance fee on any recovered fees from the audit. If nothing reconciles, you pay only the engagement fee.

Per-matter · engagement + performance
White-glove onboarding · one-time

Backfill of existing matter histories. Stakeholder provisioning. Auto-routing rules tuned to your team. First-month support.

One-time · Year 1 only
All terms in the Master Services Agreement · walk-through on request

30 minutes. We'll walk it on your matters.

Bring a recent fund-formation matter or outside-counsel invoice. We'll show you how Flow tracks it, what Audit would find on it, and what onboarding looks like.

Schedule a walkthrough →