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The Complete CLM Platform - Automate, Optimize, and Scale Your Business

PoseidonCLM structures end-to-end contract lifecycle management processes to enable your business to scale efficiently – without adding complexity or headcount.
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Contracts hold the key to your company’s valuation – PoseidonCLM automates processes, reduces risk, and strengthens your valuation

  • VC-Backed Companies – Scaling Fast
  • Private Equity-Owned Companies – Growth Demands Efficiency
  • Bootstrapped Companies – Scaling Smart with Limited Resources
  • Family-Owned Companies – Nurturing Legacy & Sustainable Growth
No matter your funding/growth stage, PoseidonCLM can help you to the next level

More contracts, greater complexity, and no additional staff—PoseidonCLM helps manage growth without operational bottlenecks.

  • Manual, error-prone, and inefficient processes are fine
  • Additional headcount is coming
  • Spreadsheets and Outlook reminders can scale
  • Audit and compliance risks are decreasing
  • Contract chaos is a solid growth strategy
Structured Processes. Run Lean. Scale Efficiently.

One Platform

Contract Lifecycle Management (CLM)

  • Standardized processes produce consistent and repeatable results
  • Use some (or all) of our end-to-end process steps or customize to fit your needs
  • World-class platform, integrations, and security
  • Companies with structured contract workflows grow 25% faster
  • Investors and acquirers demand clean, auditable contracts → Maximize your company’s valuation.

Risk Management (RM)

  • No more missing, outdated, or duplicated contracts
  • Minimize financial, legal, and regulatory risks by automating compliance checks, approval workflows, and audit trails
  • Automated contract approvals and workflows eliminate human errors that lead to costly disputes or missed obligations
  • Identify contract risks before signing using automated contract risk scoring and vendor compliance tracking
  • Be investor-ready at all times with audit-proof, scalable contract workflows

Compliance Management (CM)

  • Collect the right data and documents, at the right time, every time!
  • Role-based access and automated approval workflows prevent unauthorized contract changes or sign-offs
  • Be audit-ready at all times with a secure, searchable contract repository that tracks version history, approvals, and compliance
  • Get automatic alerts when contracts approach expiration, renewal deadlines, or non-compliance risks
  • Future-proof your business with a contract compliance framework that scales

Onboarding Excellence - Five Phases

Phase I: Discovery - Laying the Foundation for Success

  • Defining Goals & Objectives - clear, measurable objectives that align with your growth strategy and compliance requirements.
  • Current State Mapping - review and documentation of existing processes, data & document types/locations, and other current practices.
  • Future State Vision - create a end-to-end process steps for an optimized workflow that meets the required goals and objectives.
  • Project Planning - implementation roadmap, assignments, and due dates to keep the CLM transformation on track.
  • By the end of the Discovery Phase, you’ll have a clear vision, a structured plan, and a confident path forward—setting the stage for automation, efficiency, and scalability with PoseidonCLM

Phase II: Structure & Risk Alignment - Streamlining Contract Initiation

  • Request Form(s) Review & Implementation - intake processes through standardized forms that capture complete and accurate data/documents.
  • Initial Review & Approval - establish a simple go / no-go internal process before continued effort is allocated to the request.
  • Internal/External Security Questionnaires - requestors and external parties complete risk assessment questionnaires to establish an initial risk tier/rating.
  • Risk Tier/Rating Review & Approval - route the initial weighted risk tier and rating results to internal security and compliance team members for review, adjustment, and approval.
  • By the end of Phase II, your organization will have a structured, efficient, and risk-aligned contract initiation process—ensuring that every contract request is handled with speed, security, and compliance in mind. PoseidonCLM makes this process seamless.

Phase III: Contract Execution - Driving Speed, Collaboration, and Compliance

  • Contract Generation - merge contract record data into use pre-approved templates to save time and reduce errors.
  • Internal Collaboration - collaborate with teammates in real-time before the contract is approved and sent external to the organization.
  • Redline & Version Tracking - streamline the negotiation process, reduce turnaround times, and ensure transparency.
  • Electronic Signature - contracts are sent seamlessly for electronic signature with audit tracking within the platform.
  • By the end of Phase III, your contract management process will be fully optimized—accelerating deal cycles, improving collaboration, and ensuring every agreement is executed with precision and compliance. PoseidonCLM transforms contract execution into a competitive advantage.

Phase IV: Vendor Onboarding

  • Vendor Onboarding Email Templates - standardized templates that provide clear instructions, required data/documentation, and next steps.
  • Vendor Onboarding Intake Forms - customizable intake forms collect required data/documents directly into records reducing manual entry and driving compliance.
  • Vendor Categorization - classify vendors by product/service type, spend category, location of service delivered, or other client-defined subcategories.
  • Compliance Review & Approval - structured processes in place to ensure all data and document compliance requirements are in place and due diligence plans are active.
  • By the end of Phase IV, your vendor onboarding process will be standardized, efficient, and fully integrated into your contract management system. PoseidonCLM ensures that every vendor relationship starts on the right foot—secure, compliant, and aligned with your business objectives.

Phase V: Ongoing Contract Management - Maximizing Efficiency & Compliance

  • Contract Renewal Notifications - automated alerts, scheduled reports, calendar views, dashboards, and more to stay ahead of expiration, auto-renewal, and obligation dates.
  • Contract Administration - single source of truth for organization-wide contract data, dates, and documents.
  • Due Diligence Program - systematic review and approval processes for existing contracts to ensure compliance standards are upheld.
  • Scalability & Integrations - start simple and grow at your pace through integrations and adding all department's contracts and processes.
  • By the end of Phase V, your organization will have a fully integrated, automated contract management system that ensures operational efficiency, risk mitigation, and strategic oversight. PoseidonCLM empowers executives with the visibility and control needed to manage contracts with confidence.

Phase I: Discovery - Laying the Foundation for Success

  • Defining Goals & Objectives - clear, measurable objectives that align with your growth strategy and compliance requirements
  • Current State Mapping - review and documentation of existing processes, data & document types/locations, and other current practices
  • Future State Vision - create an end-to-end process steps for an optimized workflow that meets the required goals and objectives
  • Project Planning - implementation roadmap, assignments, and due dates to keep the CLM transformation on track
  • By the end of the Discovery Phase, you’ll have a clear vision, a structured plan, and a confident path forward—setting the stage for automation, efficiency, and scalability with PoseidonCLM

Phase II: Structure & Risk Alignment - Streamlining Contract Initiation

  • Request Form(s) Review & Implementation - intake processes through standardized forms that capture complete and accurate data/documents
  • Initital Review & Approval - establish a simple go / no-go internal process before continued effort is allocated to the request
  • Internal/External Security Questionnaires - requestors and external parties complete risk assessment questionnaires to establish an initial risk tier/rating
  • Risk Tier/Rating Review & Approval - route the initial weighted risk tier and rating results to internal security and compliance team member for review, adjustment, and approval
  • By the end of Phase II, your organization will have a structured, efficient, and risk-aligned contract initiation process—ensuring that every contract request is handled with speed, security, and compliance in mind. PoseidonCLM makes this process seamless.

Phase III: Contract Execution - Driving Speed, Collaboration, and Compliance

  • Contract Generation - merge contract record data into use pre-approved templates to save time and reduce errors
  • Internal Collaboration - collaborate with teammates in real-time before the contract is approved and sent external to the organization
  • Redline & Version Tracking - streamline the negotiation process, reduce turnaround times, and ensure transparency
  • Electronic Signature - contracts are sent seamlessly for electronic signature with audit tracking within the platform
  • By the end of Phase III, your contract management process will be fully optimized—accelerating deal cycles, improving collaboration, and ensuring every agreement is executed with precision and compliance. PoseidonCLM transforms contract execution into a competitive advantage

Phase IV: Vendor Onboarding

  • Vendor Onboarding Email Templates - standardized templates that provide clear instructions, required data/documentation, and next steps
  • Vendor Onboarding Intake Forms - customizable intake forms collect required data/documents directly into records reducing manual entry and driving compliance
  • Vendor Categorization - classify vendors by product/service type, spend category, location of service delivered, or other client-defined subcategories
  • Compliance Review & Approval - structured processes in place to ensure all data and document compliance requirements are in place and due diligence plans are active
  • By the end of Phase IV, your vendor onboarding process will be standardized, efficient, and fully integrated into your contract management system. PoseidonCLM ensures that every vendor relationship starts on the right foot—secure, compliant, and aligned with your business objectives

Phase V: Ongoing Contract Management - Maximizing Efficiency & Compliance

  • Contract Renewal Notifications - automated alerts, scheduled reports, calendar views, dashboards, and more to stay ahead of expiration, auto-renewal, and obligation dates
  • Contract Administration - single source of truth for organization-wide contract data, dates, and documents
  • Due Diligence Program - systematic review and approval processes for existing contracts to ensure compliance standards are upheld
  • Scaleability & Integrations - start simple and grow at your pace through integrations and adding all department's contracts and processes
  • By the end of Phase V, your organization will have a fully integrated, automated contract management system that ensures operational efficiency, risk mitigation, and strategic oversight. PoseidonCLM empowers executives with the visibility and control needed to manage contracts with confidence

Onboarding Excellence - Five Phases

Discovery - Laying the Foundation for Success

Defining Goals & Objectives - clear, measurable objectives that align with your growth strategy and compliance requirements

Current State Mapping - review and documentation of existing processes, data & document types/locations, and other current practices

Future State Vision - create a end-to-end process steps for an optimized workflow that meets the required goals and objectives

Project Planning - implementation roadmap, assignments, and due dates to keep the CLM transformation on track

By the end of the Discovery Phase, you’ll have a clear vision, a structured plan, and a confident path forward—setting the stage for automation, efficiency, and scalability with PoseidonCLM

Phase I

Structure & Risk Alignment - Streamlining Contract Initi

Request Form(s) Review & Implementation - intake processes through standardized forms that capture complete and accurate data/documents

Initital Review & Approval - establish a simple go / no-go internal process before continued effort is allocated to the request

Internal/External Security Questionnaires - requestors and external parties complete risk assessment questionnaires to establish an initial risk tier/rating

Risk Tier/Rating Review & Approval - route the initial weighted risk tier and rating results to internal security and compliance team member for review, adjustment, and approval

By the end of Phase II, your organization will have a structured, efficient, and risk-aligned contract initiation process—ensuring that every contract request is handled with speed, security, and compliance in mind. PoseidonCLM makes this process seamless.

Phase II

Phase I

  • Discovery
  • Objectives/Goals
  • Process/Data/Document Review
  • Project and Process Planning

Phase II

  • Request Form(s)
  • Internal Review & Approval Processes
  • Internal/External Security Questionnaires
  • Risk Tier Review & Approval

Phase III

  • Contract Generation
  • Internal Collaboration
  • Send for Negotiation
  • Send for eSignature

Phase IV

  • Vendor Onboarding Email Templates
  • Vendor Onboarding Intake Forms
  • Vendor Categorization
  • Compliance Review & Approval

Phase V

  • Contract Renewal Notification(s)
  • Contract Administration
  • Due Diligence Program
  • Addendum Tracking
  • Reports, Dashboards, Calendars, and List View

Onboarding

  • Process Documentation
  • Training
  • Data & Document Migration
  • Post Go-Live Feedback/Change Requests

Unit Economics

Deliverables

  • Standardized Processes: the right data at the right time, every time!
  • Data & Document Compliance: onboarding processes for all 3rd party types (vendors, clients, contractors, providers, …)
  • Single Source of Truth: centralized / integrated vault w/ segmented access
  • Better Information. Better Decisions:

Operational Efficiency

  • What M&A Firms Look For: Streamlined processes, efficient operations, and minimal inefficiencies.
  • How PoseidonCLM Helps:
  • Automates contract lifecycle management, reducing manual tasks and minimizing errors.
  • Standardizes workflows for contract creation, approval, and execution, ensuring consistency and faster processing times.
  • Provides real-time insights into bottlenecks and inefficiencies, enabling executives to optimize operations.

Risk Management

  • What M&A Firms Look For: Mitigation of legal, financial, and operational risks.
  • How PoseidonCLM Helps:
  • Enhances compliance by ensuring all contracts adhere to legal and regulatory requirements.
  • Reduces risk through automated alerts for critical dates (e.g., renewals, terminations) and potential contract breaches.
  • Tracks and manages vendor performance, reducing exposure to unreliable vendors or risky agreements.

Compliance

  • What M&A Firms Look For: Adherence to laws, regulations, and reporting requirements.
  • How PoseidonCLM Helps:
  • Ensures audit-readiness by maintaining a comprehensive and organized repository of contracts.
  • Automates compliance monitoring and reporting to meet industry standards.
  • Provides clear audit trails, reducing the risk of penalties or litigation and boosting the company’s valuation.

Onboarding (part of every project)

  • Process Documentation
  • Training
  • Data & Document Migration
  • Post Go-Live Feedback/Change Requests

Deliverables

  • Standardized Processes: the right data at the right time, every time!
  • Data & Document Compliance: onboarding processes for all 3rd party types (vendors, clients, contractors, providers, …)
  • Single Source of Truth: centralized / integrated vault w/ segmented access
  • Better Information. Better Decisions:

Operational Efficiency

  • What M&A Firms Look For: Streamlined processes, efficient operations, and minimal inefficiencies.
  • How PoseidonCLM Helps:
  • Automates contract lifecycle management, reducing manual tasks and minimizing errors.
  • Standardizes workflows for contract creation, approval, and execution, ensuring consistency and faster processing times.
  • Provides real-time insights into bottlenecks and inefficiencies, enabling executives to optimize operations.

Risk Management

  • What M&A Firms Look For: Mitigation of legal, financial, and operational risks.
  • How PoseidonCLM Helps:
  • Enhances compliance by ensuring all contracts adhere to legal and regulatory requirements.
  • Reduces risk through automated alerts for critical dates (e.g., renewals, terminations) and potential contract breaches.
  • Tracks and manages vendor performance, reducing exposure to unreliable vendors or risky agreements.

Compliance

  • What M&A Firms Look For: Adherence to laws, regulations, and reporting requirements.
  • How PoseidonCLM Helps:
  • Ensures audit-readiness by maintaining a comprehensive and organized repository of contracts.
  • Automates compliance monitoring and reporting to meet industry standards.
  • Provides clear audit trails, reducing the risk of penalties or litigation and boosting the company’s valuation.

Onboarding (part of every project)

  • Process Documentation
  • Training
  • Data & Document Migration
  • Post Go-Live Feedback/Change Requests

Business Impact

PoseidonCLM

  • Cost per Contract
  • Time to Value (Contract Cycle Time)
  • Revenue per Contract
  • LTV of a contract
  • Cost of Compliance per Contract
  • Employee Efficiency and Productivity
  • Cost Savings from Risk Mitigation
  • Integration Savings
  • Customer and Vendor Retention Rates
  • ROI on Implementation

Alternatives

  • Operational Efficiency and Cost Savings
  • Risk Mitigation and Compliance Management
  • Improved Revenue Recognition and Growth Enablement
  • Enhanced Collaboration and Communication
  • Data-Driven Decision Making
  • Quantifiable ROI

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