AI-Powered Contract Management

for Investment Firms &

Financial Institutions

Quadrangle’s contract lifecycle management (CLM) and negotiation integrates advanced AI technology and data analytics with unparalleled legal expertise. Our QDS Software Platform and legal subject matter experts work in tandem to secure optimal contract terms, minimize risks, and streamline your operations. Experience a new standard in contract workflow that empowers your business to thrive.

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Quadrangle services leading investment managers across the globe with more than $3.5 trillion in assets under management (AUM).

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75,000 Contracts Reviewed

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7,000,000 Data Points

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4,000 Industry Relationships

Our Technology

QDS – Your Centralized Hub for Contract Management

QDS is an all-in-one contract management solution for your legal, regulatory, and contract compliance needs. Track, monitor, and benchmark your contracts with ease. With AI-powered features like single-click access to contract terms, automated renewal & obligation reminders, and term-by-term benchmarking, managing your contracts has never been simpler. QDS is designed to turn your contracts into a competitive advantage.

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QDS in the News

Quadrangle was quoted in the recent Hedge Fund Alert with practical steps and recommendations for your trade and financing agreements to maintain stability during times of market volatility. Read more here or click below to download.

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Stay Updated with the Latest Industry Insights on our Blog

Our blog is a hub for the latest industry news, tips, and insights. Whether it’s breaking down recent regulatory changes, exploring new contract management technologies, or offering practical advice for negotiating terms, our blog is designed to keep you informed and engaged. Regularly updated by our team of experts, it’s a valuable resource for anyone involved in contract management and negotiation.

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Are Your Vendor Contracts Aligned with Today’s Compliance Standards? A Compliance Checklist for Investment Firms

Use this compliance-focused checklist to evaluate your current vendor agreements and highlight areas you may need to negotiate changes and additional provisions to address the foregoing requirements and mitigate operational risk.

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Why Visibility into Contract Terms Is Critical for Investment Managers

In today’s investment landscape, institutional investors expect more than just performance—they demand visibility into how the investment manager operates its business. Visibility is no longer a “nice to have”, it’s a core part of investor due diligence.

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The Power of Data Analytics in Contract Negotiations: Why Segmentation Matters

Segmentation gives clients a clearer picture of what’s typical or achievable in negotiations with banks, dealers, and vendors, tailored to their specific profile.

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Default and Termination Events: What Investment Firms Need to Track Beyond Core Obligations

For investment firms, monitoring default and termination events is just as critical as tracking payment and delivery obligations.

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Navigating UMRs: What You Need to Know as the Deadline is Fast Approaching

Given the approaching compliance date of September 1, 2025 for US funds, now is the time to determine if you are in scope and begin preparing documentation.

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Managing Vendors: The Case for a Centralized Contract Management System

Read about how a centralized contract lifecycle management system (CLM) streamlines the entire vendor contract journey, bringing a wealth of advantages to investment firms.

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Revolutionizing Contract Compliance: How QDS’ AI-Powered CLM Automates Contract Management for Investment Firms

Contract management solutions are essential for ensuring contract and regulatory compliance, managing risks, and strengthening client relationships.

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Stay Ahead with AI-Powered Contract Lifecycle Management

Our commitment to your success continues following the execution of a contract. QDS is your partner in ongoing contract management, offering tools that make it easy to stay compliant and on top of your obligations. With automated alerts and reminders, term comparison features, and searchable libraries, you can manage your contracts with confidence and focus on what matters most — growing your business.

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Testimonials

Hear What Our Clients Have to Say

Our clients’ success stories are the best testament to the value we provide. We’re proud to have helped businesses across various industries achieve their goals through our innovative contract services. Read what our clients have to say about working with Quadrangle and how our technology-driven approach has made a difference for their organizations.

“We only had 2.5 months to get all our agreements and tech in place for the start of trading. The negotiation alone can take 6 months…we really needed an accelerated negotiation…Quadrangle was the only option.”

-$500m Investment Firm

“The Platform’s ability to parse and manage contract sections is crucial for our workflow…we use Quadrangle because it’s the only place we can benchmark our prime brokerage agreements against peers and that is crucial given how expensive [PB contracts] are.”

-Leading Multi-Manager Investment Firm

“Quadrangle was invaluable throughout our launch process. From providing advice and industry acumen in the counterparty and vendor selection process, all the way through negotiation and onboarding, the Quadrangle team added value every step of the way. I can’t imagine launching a fund without them on my team.”

-CCO/CFO Long/Short Equity Fund

“Quadrangle is a best-in-class service provider and continues to be a valuable partner to our business. The team is very thoughtful in terms of the launch process, counterparty documentation and negotiation, and was instrumental in providing critical feedback regarding our infrastructure and vendor selection. Their technology is innovative with constant development and makes a more archaic process of storing and reviewing documentation more cutting edge and automated. I would highly recommend any new fund launch leverage Quadrangle’s expertise and offering.”

-COO/CFO/CCO Long/Short Equity Fund

“I have worked with Quadrangle for close to a decade and they are my go-to firm when negotiating with prime brokers. The process is efficient and the post completion write-ups are a valuable tool when talking to our investors.”

-CCO/CFO Global Macro Fund

Stay Informed with our Educational Resources

Quadrangle provides a range of educational resources and webinars designed to help financial institutions navigate the complexities of contract management and negotiation. Our experts offer insights on regulatory changes, contract trends, and best practices, ensuring you stay informed and empowered to make the right decisions for your business.

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Why Choose Quadrangle?

Industry Expertise Meets Cutting-Edge Technology and Data Analytics

Quadrangle is uniquely positioned to meet the needs of financial institutions. We combine decades of legal and financial expertise with advanced technology, empowering you to negotiate better terms, manage contracts more efficiently, and reduce risk. When you choose Quadrangle, you choose a partner that’s committed to delivering measurable results.

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Technology-Driven Contract Solutions for Financial Institutions

Quadrangle’s AI-powered QDS Platform transforms contract lifecycle management, blending data-driven insights with expert negotiation support. Our technology and legal teams partner with you to secure favorable terms, reduce risk, and drive operational efficiencies. Discover how enhanced contract workflows empower your business to grow. At Quadrangle, we serve a wide range of financial institutions, each with unique needs.

Click below for additional details on solutions tailored to several of the client types we serve and agreements we cover.

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HEDGE FUNDS

FUND LAUNCHES

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ASSET MANAGERS

PRIVATE EQUITY

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FAMILY OFFICES

VENDOR CONTRACTS