Draft
Meterly

Master Agreement 170

Valid until
August 8, 2026
Meterly (Meterly Ltd)
1 Finsbury Ave
London EC2M
United Kingdom
GB123456789
This master agreement consolidates a multi-phase rollout across regions. This line item covers the full scope of the engagement including implementation, migration of existing data, configuration of automated workflows, and ongoing enablement for the customer's internal teams across all supported regions. This line item covers the full scope of the engagement including implementation, migration of existing data, configuration of automated workflows, and ongoing enablement for the customer's internal teams across all supported regions.

Customer information

Billing details
Acme Corp
1 Infinite Loop
Cupertino, CA
United States

Quote details

Contract start date: July 15, 2026
Contract duration (commitment): 36 months, automatically renewed
Phase 1Starting on Jul 25, 2026
Enterprise licenses × 309 units
£102.54 / unit
This line item covers the full scope of the engagement including implementation, migration of existing data, configuration of automated workflows, and ongoing enablement for the customer's internal teams across all supported regions.
This line item covers the full scope of the engagement including implementation, migration of existing data, configuration of automated workflows, and ongoing enablement for the customer's internal teams across all supported regions.
up to 50 units = £102.54 / unit
above 50 and up to 100 units = £205.08 / unit
above 100 and up to 500 units = £307.62 / unit
above 500 units = £410.16 / unit
£52,955.08 £49,856.35 / month
+ £1,376.80 VAT
Enterprise licenses × 281 units
£102.54 / unit
This line item covers the full scope of the engagement including implementation, migration of existing data, configuration of automated workflows, and ongoing enablement for the customer's internal teams across all supported regions.
Billed monthly in advance, prorated on upgrades.
Annual commitment (−£420.05)
£8,636.43 / month
+ £1,727.29 VAT
Metered usage × 125 units
£102.54 / unit
This line item covers the full scope of the engagement including implementation, migration of existing data, configuration of automated workflows, and ongoing enablement for the customer's internal teams across all supported regions.
Billed monthly in advance, prorated on upgrades.
up to 50 units = £102.54 / unit
above 50 and up to 100 units = £205.08 / unit
above 100 and up to 500 units = £307.62 / unit
above 500 units = £410.16 / unit
£52,955.08 £49,856.35 / month
+ £747.29 VAT
Included capabilities
  • High priority support in urgent cases with a 1-hour response SLA
  • Qualified electronic signatures according to eIDAS & ZertES (i.e. IDnow, DocuSign)
  • API access to connect to other systems & providers with webhooks and event streaming
  • Investor Wallet for a seamless investor experience to reduce repeat identity verification
  • Unlimited storage and users (collaborators) with role-based permissions
Phase value (excl. tax)£373,865.08
Phase 2Starting on Jul 19, 2026
Enterprise licenses × 237 units
£69.21 / unit
This line item covers the full scope of the engagement including implementation, migration of existing data, configuration of automated workflows, and ongoing enablement for the customer's internal teams across all supported regions.
This line item covers the full scope of the engagement including implementation, migration of existing data, configuration of automated workflows, and ongoing enablement for the customer's internal teams across all supported regions.
up to 50 units = £69.21 / unit
above 50 and up to 100 units = £138.42 / unit
above 100 and up to 500 units = £207.63 / unit
above 500 units = £276.84 / unit
£57,763.57 £53,865.62 / month
+ £1,504.58 VAT
Platform commitment × 175 units
£69.21 / unit
This line item covers the full scope of the engagement including implementation, migration of existing data, configuration of automated workflows, and ongoing enablement for the customer's internal teams across all supported regions.
Billed monthly in advance, prorated on upgrades.
Annual commitment (−£312.14)
£4,295.97 / month
+ £859.19 VAT
Connected seats × 296 units
£69.21 / unit
This line item covers the full scope of the engagement including implementation, migration of existing data, configuration of automated workflows, and ongoing enablement for the customer's internal teams across all supported regions.
Billed monthly in advance, prorated on upgrades.
up to 50 units = £69.21 / unit
above 50 and up to 100 units = £138.42 / unit
above 100 and up to 500 units = £207.63 / unit
above 500 units = £276.84 / unit
£57,763.57 £53,865.62 / month
+ £1,265.81 VAT
Platform commitment × 233 units
£69.21 / unit
This line item covers the full scope of the engagement including implementation, migration of existing data, configuration of automated workflows, and ongoing enablement for the customer's internal teams across all supported regions.
This line item covers the full scope of the engagement including implementation, migration of existing data, configuration of automated workflows, and ongoing enablement for the customer's internal teams across all supported regions.
Annual commitment (−£477.77)
£8,894.91 / month
+ £1,778.98 VAT
Included capabilities
  • High priority support in urgent cases with a 1-hour response SLA
  • Qualified electronic signatures according to eIDAS & ZertES (i.e. IDnow, DocuSign)
  • Onboarding of investors and targets at scale, including subscription workflows, document generation & closings
  • Guidance through audit periods with a dedicated compliance liaison
  • KYC/AML due diligence for all counterparties across supported jurisdictions
  • Bank-grade security (SOC2) and infrastructure (ISO 27001) based in Europe
  • Unlimited data retention with point-in-time restore and audit logging
Phase value (excl. tax)£205,644.55
Phase 3Starting on Aug 1, 2026
Enterprise licenses × 38 units
£76.67 / unit
This line item covers the full scope of the engagement including implementation, migration of existing data, configuration of automated workflows, and ongoing enablement for the customer's internal teams across all supported regions.
This line item covers the full scope of the engagement including implementation, migration of existing data, configuration of automated workflows, and ongoing enablement for the customer's internal teams across all supported regions.
up to 50 units = £76.67 / unit
above 50 and up to 100 units = £153.34 / unit
above 100 and up to 500 units = £230.01 / unit
above 500 units = £306.68 / unit
£56,648.10 £53,867.34 / month
+ £1,150.72 VAT
Metered usage × 235 units
£76.67 / unit
This line item covers the full scope of the engagement including implementation, migration of existing data, configuration of automated workflows, and ongoing enablement for the customer's internal teams across all supported regions.
Billed monthly in advance, prorated on upgrades.
Annual commitment (−£267.80)
£8,584.81 / month
+ £1,716.96 VAT
Premium add-on × 78 units
£76.67 / unit
This line item covers the full scope of the engagement including implementation, migration of existing data, configuration of automated workflows, and ongoing enablement for the customer's internal teams across all supported regions.
Billed monthly in advance, prorated on upgrades.
up to 50 units = £76.67 / unit
above 50 and up to 100 units = £153.34 / unit
above 100 and up to 500 units = £230.01 / unit
above 500 units = £306.68 / unit
£56,648.10 £53,867.34 / month
+ £1,642.93 VAT
Included capabilities
  • Onboarding of investors and targets at scale, including subscription workflows, document generation & closings
  • Bank-grade security (SOC2) and infrastructure (ISO 27001) based in Europe
  • Guidance through audit periods with a dedicated compliance liaison
  • KYC/AML due diligence for all counterparties across supported jurisdictions
  • Investor Wallet for a seamless investor experience to reduce repeat identity verification
Phase value (excl. tax)£316,996.33
Phase 4Starting on Aug 4, 2026
Metered usage × 242 units
£111.24 / unit
This line item covers the full scope of the engagement including implementation, migration of existing data, configuration of automated workflows, and ongoing enablement for the customer's internal teams across all supported regions.
This line item covers the full scope of the engagement including implementation, migration of existing data, configuration of automated workflows, and ongoing enablement for the customer's internal teams across all supported regions.
up to 50 units = £111.24 / unit
above 50 and up to 100 units = £222.48 / unit
above 100 and up to 500 units = £333.72 / unit
above 500 units = £444.96 / unit
£31,396.65 £27,803.97 / month
+ £760.79 VAT
Platform commitment × 123 units
£111.24 / unit
This line item covers the full scope of the engagement including implementation, migration of existing data, configuration of automated workflows, and ongoing enablement for the customer's internal teams across all supported regions.
Billed monthly in advance, prorated on upgrades.
Annual commitment (−£246.11)
£5,661.88 / month
+ £1,132.38 VAT
Premium add-on × 54 units
£111.24 / unit
This line item covers the full scope of the engagement including implementation, migration of existing data, configuration of automated workflows, and ongoing enablement for the customer's internal teams across all supported regions.
Billed monthly in advance, prorated on upgrades.
up to 50 units = £111.24 / unit
above 50 and up to 100 units = £222.48 / unit
above 100 and up to 500 units = £333.72 / unit
above 500 units = £444.96 / unit
£31,396.65 £27,803.97 / month
+ £1,422.70 VAT
Included capabilities
  • Onboarding of investors and targets at scale, including subscription workflows, document generation & closings
  • Investor Wallet for a seamless investor experience to reduce repeat identity verification
  • Bank-grade security (SOC2) and infrastructure (ISO 27001) based in Europe
  • KYC/AML due diligence for all counterparties across supported jurisdictions
  • Data room with granular access rights for marketing, distribution & document exchange
  • Qualified electronic signatures according to eIDAS & ZertES (i.e. IDnow, DocuSign)
Phase value (excl. tax)£415,144.19
Phase 5Starting on Aug 4, 2026
Metered usage × 92 units
£98.49 / unit
This line item covers the full scope of the engagement including implementation, migration of existing data, configuration of automated workflows, and ongoing enablement for the customer's internal teams across all supported regions.
This line item covers the full scope of the engagement including implementation, migration of existing data, configuration of automated workflows, and ongoing enablement for the customer's internal teams across all supported regions.
up to 50 units = £98.49 / unit
above 50 and up to 100 units = £196.98 / unit
above 100 and up to 500 units = £295.47 / unit
above 500 units = £393.96 / unit
£35,551.68 £34,331.14 / month
+ £1,214.97 VAT
Enterprise licenses × 71 units
£98.49 / unit
This line item covers the full scope of the engagement including implementation, migration of existing data, configuration of automated workflows, and ongoing enablement for the customer's internal teams across all supported regions.
Billed monthly in advance, prorated on upgrades.
Annual commitment (−£238.57)
£4,962.78 / month
+ £992.56 VAT
Metered usage × 60 units
£98.49 / unit
This line item covers the full scope of the engagement including implementation, migration of existing data, configuration of automated workflows, and ongoing enablement for the customer's internal teams across all supported regions.
Billed monthly in advance, prorated on upgrades.
up to 50 units = £98.49 / unit
above 50 and up to 100 units = £196.98 / unit
above 100 and up to 500 units = £295.47 / unit
above 500 units = £393.96 / unit
£35,551.68 £34,331.14 / month
+ £980.77 VAT
Enterprise licenses × 161 units
£98.49 / unit
This line item covers the full scope of the engagement including implementation, migration of existing data, configuration of automated workflows, and ongoing enablement for the customer's internal teams across all supported regions.
This line item covers the full scope of the engagement including implementation, migration of existing data, configuration of automated workflows, and ongoing enablement for the customer's internal teams across all supported regions.
Annual commitment (−£303.64)
£8,213.86 / month
+ £1,642.77 VAT
Included capabilities
  • Unlimited storage and users (collaborators) with role-based permissions
  • Support with handling cross-border fund operations and regulatory filings
  • Investor Wallet for a seamless investor experience to reduce repeat identity verification
  • Guidance through audit periods with a dedicated compliance liaison
  • Unlimited data retention with point-in-time restore and audit logging
  • Bank-grade security (SOC2) and infrastructure (ISO 27001) based in Europe
  • KYC/AML due diligence for all counterparties across supported jurisdictions
Phase value (excl. tax)£719,736.01
Phase 6Starting on Aug 3, 2026
Metered usage × 276 units
£69.64 / unit
This line item covers the full scope of the engagement including implementation, migration of existing data, configuration of automated workflows, and ongoing enablement for the customer's internal teams across all supported regions.
This line item covers the full scope of the engagement including implementation, migration of existing data, configuration of automated workflows, and ongoing enablement for the customer's internal teams across all supported regions.
up to 50 units = £69.64 / unit
above 50 and up to 100 units = £139.28 / unit
above 100 and up to 500 units = £208.92 / unit
above 500 units = £278.56 / unit
£49,778.78 £46,695.52 / month
+ £1,194.28 VAT
Platform commitment × 41 units
£69.64 / unit
This line item covers the full scope of the engagement including implementation, migration of existing data, configuration of automated workflows, and ongoing enablement for the customer's internal teams across all supported regions.
Billed monthly in advance, prorated on upgrades.
Annual commitment (−£110.60)
£4,067.67 / month
+ £813.53 VAT
Connected seats × 181 units
£69.64 / unit
This line item covers the full scope of the engagement including implementation, migration of existing data, configuration of automated workflows, and ongoing enablement for the customer's internal teams across all supported regions.
Billed monthly in advance, prorated on upgrades.
up to 50 units = £69.64 / unit
above 50 and up to 100 units = £139.28 / unit
above 100 and up to 500 units = £208.92 / unit
above 500 units = £278.56 / unit
£49,778.78 £46,695.52 / month
+ £747.64 VAT
Included capabilities
  • Investor Wallet for a seamless investor experience to reduce repeat identity verification
  • Assistance from our Customer Success Team with legal and market expertise
  • Support with handling cross-border fund operations and regulatory filings
  • Unlimited storage and users (collaborators) with role-based permissions
  • Guidance through audit periods with a dedicated compliance liaison
  • API access to connect to other systems & providers with webhooks and event streaming
  • Data room with granular access rights for marketing, distribution & document exchange
Phase value (excl. tax)£404,363.56
Quote value (excl. tax)£2,420,831.44

Contract terms

  • 1. This line item covers the full scope of the engagement including implementation, migration of existing data, configuration of automated workflows, and ongoing enablement for the customer's internal teams across all supported regions.
  • 2. This line item covers the full scope of the engagement including implementation, migration of existing data, configuration of automated workflows, and ongoing enablement for the customer's internal teams across all supported regions.
  • 3. This line item covers the full scope of the engagement including implementation, migration of existing data, configuration of automated workflows, and ongoing enablement for the customer's internal teams across all supported regions.
  • 4. This line item covers the full scope of the engagement including implementation, migration of existing data, configuration of automated workflows, and ongoing enablement for the customer's internal teams across all supported regions.
  • 5. This line item covers the full scope of the engagement including implementation, migration of existing data, configuration of automated workflows, and ongoing enablement for the customer's internal teams across all supported regions.
  • 6. This line item covers the full scope of the engagement including implementation, migration of existing data, configuration of automated workflows, and ongoing enablement for the customer's internal teams across all supported regions.
  • 7. This line item covers the full scope of the engagement including implementation, migration of existing data, configuration of automated workflows, and ongoing enablement for the customer's internal teams across all supported regions.
  • 8. This line item covers the full scope of the engagement including implementation, migration of existing data, configuration of automated workflows, and ongoing enablement for the customer's internal teams across all supported regions.
  • 9. This line item covers the full scope of the engagement including implementation, migration of existing data, configuration of automated workflows, and ongoing enablement for the customer's internal teams across all supported regions.
  • 10. This line item covers the full scope of the engagement including implementation, migration of existing data, configuration of automated workflows, and ongoing enablement for the customer's internal teams across all supported regions.

Signature