Strategy Paper: Optimizing Corporate Governance—with Technology

We are delighted to introduce our latest strategy paper aimed to demonstrate how corporate governance technology generates value for organizations—whether used internally with stakeholders in a company group, or provided as a client-facing service by fund managers or external advisors (legal or financial).

In collaboration with our solution partner Corporify, our mission with this new strategy paper is to help take corporate housekeeping (as a tech-assisted service) to new heights. Get to know the Action Team behind the strategy paper and download your copy of the PDF to access our insights.

 

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Structure & analyze corporate data for better entity management

 

At InvestCEE LegalTech Consultancy we look at technology as the backbone of modern corporate housekeeping, providing the means to organize key corporate information in a central platform. Having a single source of truth helps streamline compliance, coordinate management tasks and improve decision making for stakeholders and their teams. Real-time and secure data access are key for legal counsel, fund managers, and finance teams alike to:

• optimize risk assessment and reporting,
• identify and mitigate regulatory issues, and
• engage with stakeholders in a meaningful way.

In this strategy paper, we dived into six key corporate service offerings, but also demonstrated with case studies how legal, business and finance professionals can improve their service delivery by providing data-driven insights to clients.

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Company groups operate better with innovative corporate governance technology

 

Whether we dive into academic (or professional) literature, analyze corporate governance best practices or assess leading industry insights, all trusted sources gravitate around the same topics when it comes to providing excellent corporate governance services:  

 

#1 Board Advisory: Structure & Composition

#2 Risk Management: Legal, Financial & more

#3 Compliance: Policies & Procedures

#4 Communication: Stakeholder Engagement

#5 Audits & Reviews: Documentation, Workflows

#6 Culture & Ethics: Good Governance

 

For each of the above six corporate governance services, our strategy paper showcases the real-world impact of deploying a technology platform—whether used by an internal team in the group, or offered in the context of a professional service.

For example:

→ Consider the benefits of a dedicated module which allows users to manage any or all delegations of authority and keep track of all relevant documents on a single platform;

→ A purpose-built tab for an overview of the shareholder voting rights enables users to see all details of the total voting rights with one click;

→ Automatically generated and updated organization charts can be a huge time saver in a complex organization;

→ Efficiency gains are tangible with a platform that allows users to automatically or manually identify ultimate beneficial ownership and calculate UBO % for reporting obligations;

→ In M&A projects, users can log a merger within a digital share register by canceling or issuing shares and linking deal documents in the same platform (notarial deeds, SPAs, board/shareholder resolutions, etc.); or

→ A custom data portal offers a secure channel for sharing real-time and accurate information with stakeholders.

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Case Studies

 

Each of the above listed (and many more) technology use cases are also apparent from the case studies shared in the strategy paper PDF. We picked three different company profiles and looked at their actual challenges when managing corporate housekeeping. Then analyzed the user feedback that leaders from various industries have identified as key benefits of using technology for group governance work streams—each having listed compelling reasons for opting in on a tech-enabled corporate framework.

Ultimately, adequate technology facilitates a more robust and efficient corporate service delivery, allowing internal and external advisors to generate tangible value and protect the interests of business clients and shareholders in complex organizations.

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Setting the Stage for AI

 

Laying the foundation for any long-term AI strategy starts with accessing corporate data securely and accurately. Optimizing corporate governance with technology is essentially about structuring key corporate information internally or for clients, and thus setting the stage for more sophisticated data analytics.

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Let’s Discuss Corporate Governance Strategy!

 

We have teamed up with our trusted solution partner Corporify to offer a secure and innovative platform for legal professionals, fund managers and finance teams (across industries and jurisdictions) to uplevel corporate governance. In addition to the know-how shared in this strategy paper, we regularly co-host webinars and offer implementation services for a smooth transition to tech-assisted corporate housekeeping.

Get in touch for a live session:

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If you have any questions about the strategy paper, or would like further guidance with use cases and implementation support, please leave us a note below—our team will be in touch shortly!