SOC2

Analyze IPO Lock-Up Extractor — Find Risks Automatically

Legal teams review 100s of contracts yearly. Missing a single clause can cost millions in liability. Manual review takes 2-4 hours per contract.

12
Fields Extracted
300s
Max Processing

What This Template Does

AI-powered extraction using gemini-2.5-flash. Part of 113 production-ready templates.

Capabilities

  • Legal Review
  • Risk Assessment
  • Contract Analysis
  • Ipo
  • Securities

Output Schema

{
  "$schema": "http://json-schema.org/draft-07/schema#",
  "title": "IPO Lock-Up Extractor",
  "description": "IPO Lock-Up Extractor: Identify lock-up period and exceptions in IPO underwriting agreement.",
  "type": "object",
  "properties": {
    "company": {
      "type": "string",
      "description": "Company"
    },
    "ipo_date": {
      "type": "string",
      "description": "Ipo date"
    },
    "lockup_period": {
      "type": "string",
      "description": "Lockup period"
    },
    
...

Quick Start

$ pip install doclayer
$ doclayer process document.pdf --agent contracts.ipo-lockup

See It In Action

Real extraction example showing input document and structured output.

Input Document
LOCK-UP AGREEMENT

This Lock-Up Agreement (the "Agreement") is made and entered into as of April 15, 2025, by and between:

NEXGEN TECHNOLOGIES, INC.
A Delaware corporation (the "Company")

AND

MICHAEL CHEN
[Address on file with the Company]
("Holder")

RECITALS

WHEREAS, the Company intends to file a registration statement on Form S-1 (the "Registration Statement") with the Securities and Exchange Commission ("SEC") in connection with the initial public offering ("IPO") of the Company's common
Extracted Data
{
  "document_type": "ipo_underwriting_agreement",
  "company": "NexGen Technologies, Inc.",
  "ipo_date": "April 15, 2025 (agreement date, IPO pending SEC effectiveness)",
  "lockup_period": "180 days from Effective Date (SEC declaration of Registration Statement effectiveness)",
  "restricted_parties": [
    "Michael Chen (Co-Founder and Chief Technology Officer)"
  ],
  "exceptions": [
    "Bona fide gifts and estate planning",
    "Transfers to immediate family members or family trusts",
    "Charitable donations to 501(c)(3) organizations",
    "Transfers to affiliates (for entity holders)",
    "Transfers to trusts for benefit of holder or family",
    "Distribution by will or intestacy upon death",
    "Qualified domestic orders or divorce settlements",
    "Pre-existing 10b5-1 trading plans (no sales during lock-up)",
    "Exercise of stock options (shares remain locked)",
    "Tax withholding on option exercise or RSU vesting",
    "Sales to Underwriters as part of IPO"
  ],
  "penalties": "Violation results in automatic 90-day extension of Lock-Up Period, disgorgement of profits to Company, and entitlement to specific performance and injunctive relief",
  "shareholder": "Michael Chen (Co-Founder and Chief Technology Officer)",
  "shares_locked": "3,200,000 shares total: 2,500,000 common stock, 500,000 shares underlying vested options, 200,000 unvested RSUs (approximately 8.5% of post-IPO outstanding shares)",
  "lockup_expiration": "180 days after SEC declares Registration Statement effective",
  "early_release_conditions": "25% automatic release if Company market cap exceeds $10 billion for 20 consecutive trading days after 90th day post-Effective Date. Discretionary release by Underwriter Representatives at any time with 2-day advance notice for officers/directors.",
  "transfer_restrictions": [
    "No offers, pledges, sales, or contracts to sell",
    "No options or warrants to purchase",
    "No lending or other transfers or dispositions",
    "No swaps or arrangements transferring economic consequences",
    "No demands for or exercises of registration rights",
    "No public disclosure of intention to do any of the foregoing"
  ]
}

IPO lock-up agreement restricting founder share sales for 180 days post-IPO. Demonstrates lock-up period terms, permitted exceptions, and early release conditions based on market conditions.

Frequently Asked Questions

What documents can IPO Lock-Up Extractor process?

The IPO Lock-Up Extractor template processes contracts documents including various formats and layouts. See the instructions for specific document types supported.

How accurate is the IPO Lock-Up Extractor extraction?

The IPO Lock-Up Extractor template uses Gemini 2.5 Flash for high-accuracy extraction. Results include confidence scores for each field.

Can I customize the IPO Lock-Up Extractor template?

Yes, you can modify the extraction schema, add custom fields, or adjust the instructions to match your specific requirements.

Start Extracting Data Today

Process your first document in under 5 minutes. No credit card required.