A company is acquired, an escrow releases, an earnout pays out, and the agreement behind it was negotiated and signed entirely outside any tool. Termn records the executed documents, watches for the money, and proves it landed.
Start watching these proceeds free What it costs
Nobody new is contacted · No card to start
Nothing is signed in Termn and nobody new is contacted. The work starts where the paperwork ended.
Upload the executed documents the proceeds are due under: the purchase agreement, the payment-instructions letter, the escrow notice. They’re recorded as facts, exactly as signed elsewhere.
The expected wire is on the ledger as a receivable: exact amount, reference, the receiving account. Waiting is active. Termn keeps asking, and a connected account surfaces likely matches for a person to confirm.
The money counts when your own bank evidence confirms it, never when a payer says it was sent and never because software guessed a match. Then the settlement record closes the file.
The payer is never contacted · A person confirms every match · Termn never holds funds
When a trust holds shares through an acquisition, the administrator’s work is vigilance: know what’s owed, watch the account, and keep the file counsel will ask for years later. The settlement record assembles that file as it happens, with what the trust held, what was recorded, and what arrived and when, instead of reconstructing it from statements afterward. For a QSBS position that is the evidence file; whether §1202 applies is counsel’s call, and the record says so.
| The situation | What’s recorded | What’s watched |
|---|---|---|
| Acquisition proceeds due to a trust | The merger agreement and paying-agent letter, on file as executed. | The wire, at the exact closing-statement figure, into the trust’s account. |
| Escrow release, months later | The escrow agreement and release notice. | The release amount, as a second watch in the same workspace with the same contacts. |
| Earnout tranche | The earnout terms as the parties wrote them, never computed by Termn. | Each tranche as it comes due, reconciled one wire at a time. |
The vocabulary is exact: recorded → expected → received → settled.
Your first workspace is free; after that it’s $149 once. An escrow that releases in eighteen months costs nothing extra to keep watching. There is no meter running while it waits.
Administering a trust? The watch lives naturally alongside trust funding: same contacts, one ledger. See all pricing.
Plain explanations of the transaction itself, free and open, with the statutes and rules they rest on named and linked.
The documents were signed months ago. Somebody still has to watch for the wire.
Three separate facts that most systems collapse into one green tick.
Everything else is in the learning center.
Your first workspace is free: one live workspace, unlimited agreements inside it, no card.
Start watching these proceeds freeRather talk it through first? Contact us at sales@termn.ai.