Draft
Vestlane

Master Agreement 160

Valid until
July 31, 2026
Vestlane (Vestlane GmbH)
10719 Berlin
Germany
DE336067813
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
Umbrella SA
Paseo de la Castellana 10
28046 Madrid
Spain

Quote details

Contract start date: July 6, 2026
Contract duration (commitment): 36 months, automatically renewed
Phase 1Starting on Jul 22, 2026
Platform commitment × 94 units
€78.00 / 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 = €78.00 / unit
above 50 and up to 100 units = €156.00 / unit
above 100 and up to 500 units = €234.00 / unit
above 500 units = €312.00 / unit
€30,745.25 €28,495.18 / month
+ €1,004.93 VAT
Metered usage × 313 units
€78.00 / 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 (−€365.11)
€3,942.77 / month
+ €788.55 VAT
Enterprise licenses × 289 units
€78.00 / 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 = €78.00 / unit
above 50 and up to 100 units = €156.00 / unit
above 100 and up to 500 units = €234.00 / unit
above 500 units = €312.00 / unit
€30,745.25 €28,495.18 / month
+ €769.68 VAT
Enterprise licenses × 84 units
€78.00 / 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 (−€75.27)
€7,176.93 / month
+ €1,435.39 VAT
Premium add-on × 181 units
€78.00 / 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 = €78.00 / unit
above 50 and up to 100 units = €156.00 / unit
above 100 and up to 500 units = €234.00 / unit
above 500 units = €312.00 / unit
€30,745.25 €28,495.18 / month
+ €1,519.06 VAT
Included capabilities
  • 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 data retention with point-in-time restore and audit logging
  • Onboarding of investors and targets at scale, including subscription workflows, document generation & closings
  • Guidance through audit periods with a dedicated compliance liaison
Phase value (excl. tax)€486,611.34
Phase 2Starting on Jul 18, 2026
Connected seats × 271 units
€83.99 / 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 = €83.99 / unit
above 50 and up to 100 units = €167.98 / unit
above 100 and up to 500 units = €251.97 / unit
above 500 units = €335.96 / unit
€56,511.80 €53,274.66 / month
+ €1,388.15 VAT
Platform commitment × 169 units
€83.99 / 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 (−€466.19)
€8,020.45 / month
+ €1,604.09 VAT
Connected seats × 152 units
€83.99 / 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 = €83.99 / unit
above 50 and up to 100 units = €167.98 / unit
above 100 and up to 500 units = €251.97 / unit
above 500 units = €335.96 / unit
€56,511.80 €53,274.66 / month
+ €506.66 VAT
Platform commitment × 293 units
€83.99 / 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 (−€304.82)
€3,011.90 / month
+ €602.38 VAT
Metered usage × 229 units
€83.99 / 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 = €83.99 / unit
above 50 and up to 100 units = €167.98 / unit
above 100 and up to 500 units = €251.97 / unit
above 500 units = €335.96 / unit
€56,511.80 €53,274.66 / month
+ €797.34 VAT
Included capabilities
  • Qualified electronic signatures according to eIDAS & ZertES (i.e. IDnow, DocuSign)
  • Onboarding of investors and targets at scale, including subscription workflows, document generation & closings
  • Unlimited storage and users (collaborators) with role-based permissions
  • High priority support in urgent cases with a 1-hour response SLA
  • KYC/AML due diligence for all counterparties across supported jurisdictions
  • Support with handling cross-border fund operations and regulatory filings
  • 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)€421,007.50
Phase 3Starting on Jul 25, 2026
Enterprise licenses × 263 units
€80.82 / 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 = €80.82 / unit
above 50 and up to 100 units = €161.64 / unit
above 100 and up to 500 units = €242.46 / unit
above 500 units = €323.28 / unit
€50,871.96 €48,635.14 / month
+ €1,681.81 VAT
Enterprise licenses × 252 units
€80.82 / 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 (−€359.91)
€8,962.67 / month
+ €1,792.53 VAT
Connected seats × 94 units
€80.82 / 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 = €80.82 / unit
above 50 and up to 100 units = €161.64 / unit
above 100 and up to 500 units = €242.46 / unit
above 500 units = €323.28 / unit
€50,871.96 €48,635.14 / month
+ €582.08 VAT
Connected seats × 26 units
€80.82 / 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 (−€337.84)
€5,962.47 / month
+ €1,192.49 VAT
Included capabilities
  • 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
  • Guidance through audit periods with a dedicated compliance liaison
  • Assistance from our Customer Success Team with legal and market expertise
  • Bank-grade security (SOC2) and infrastructure (ISO 27001) based in Europe
  • Unlimited storage and users (collaborators) with role-based permissions
  • Data room with granular access rights for marketing, distribution & document exchange
  • High priority support in urgent cases with a 1-hour response SLA
  • KYC/AML due diligence for all counterparties across supported jurisdictions
Phase value (excl. tax)€640,150.03
Phase 4Starting on Jul 18, 2026
Connected seats × 179 units
€119.06 / 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 = €119.06 / unit
above 50 and up to 100 units = €238.12 / unit
above 100 and up to 500 units = €357.18 / unit
above 500 units = €476.24 / unit
€52,786.86 €51,452.37 / month
+ €426.21 VAT
Enterprise licenses × 158 units
€119.06 / 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 (−€200.78)
€7,956.42 / month
+ €1,591.28 VAT
Connected seats × 195 units
€119.06 / 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 = €119.06 / unit
above 50 and up to 100 units = €238.12 / unit
above 100 and up to 500 units = €357.18 / unit
above 500 units = €476.24 / unit
€52,786.86 €51,452.37 / month
+ €1,077.53 VAT
Platform commitment × 79 units
€119.06 / 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 (−€294.74)
€3,990.36 / month
+ €798.07 VAT
Metered usage × 220 units
€119.06 / 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 = €119.06 / unit
above 50 and up to 100 units = €238.12 / unit
above 100 and up to 500 units = €357.18 / unit
above 500 units = €476.24 / unit
€52,786.86 €51,452.37 / month
+ €929.63 VAT
Included capabilities
  • KYC/AML due diligence for all counterparties across supported jurisdictions
  • Support with handling cross-border fund operations and regulatory filings
  • Unlimited data retention with point-in-time restore and audit logging
  • Assistance from our Customer Success Team with legal and market expertise
  • Investor Wallet for a seamless investor experience to reduce repeat identity verification
  • Onboarding of investors and targets at scale, including subscription workflows, document generation & closings
  • Qualified electronic signatures according to eIDAS & ZertES (i.e. IDnow, DocuSign)
  • Unlimited storage and users (collaborators) with role-based permissions
Phase value (excl. tax)€671,905.32
Phase 5Starting on Jul 21, 2026
Platform commitment × 24 units
€121.34 / 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 = €121.34 / unit
above 50 and up to 100 units = €242.68 / unit
above 100 and up to 500 units = €364.02 / unit
above 500 units = €485.36 / unit
€56,864.60 €53,196.65 / month
+ €876.37 VAT
Enterprise licenses × 75 units
€121.34 / 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 (−€256.27)
€8,126.85 / month
+ €1,625.37 VAT
Premium add-on × 171 units
€121.34 / 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 = €121.34 / unit
above 50 and up to 100 units = €242.68 / unit
above 100 and up to 500 units = €364.02 / unit
above 500 units = €485.36 / unit
€56,864.60 €53,196.65 / month
+ €677.88 VAT
Included capabilities
  • Qualified electronic signatures according to eIDAS & ZertES (i.e. IDnow, DocuSign)
  • Unlimited storage and users (collaborators) with role-based permissions
  • API access to connect to other systems & providers with webhooks and event streaming
  • Bank-grade security (SOC2) and infrastructure (ISO 27001) based in Europe
  • Investor Wallet for a seamless investor experience to reduce repeat identity verification
Phase value (excl. tax)€405,126.01
Phase 6Starting on Aug 1, 2026
Enterprise licenses × 76 units
€97.49 / 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 = €97.49 / unit
above 50 and up to 100 units = €194.98 / unit
above 100 and up to 500 units = €292.47 / unit
above 500 units = €389.96 / unit
€40,858.07 €39,765.92 / month
+ €958.77 VAT
Platform commitment × 84 units
€97.49 / 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 (−€491.82)
€5,315.63 / month
+ €1,063.13 VAT
Connected seats × 125 units
€97.49 / 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 = €97.49 / unit
above 50 and up to 100 units = €194.98 / unit
above 100 and up to 500 units = €292.47 / unit
above 500 units = €389.96 / unit
€40,858.07 €39,765.92 / month
+ €434.53 VAT
Platform commitment × 230 units
€97.49 / 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 (−€324.27)
€2,906.58 / month
+ €581.32 VAT
Included capabilities
  • Guidance through audit periods with a dedicated compliance liaison
  • Investor Wallet for a seamless investor experience to reduce repeat identity verification
  • Assistance from our Customer Success Team with legal and market expertise
  • Unlimited data retention with point-in-time restore and audit logging
  • Qualified electronic signatures according to eIDAS & ZertES (i.e. IDnow, DocuSign)
Phase value (excl. tax)€333,196.35
Phase 7Starting on Jul 29, 2026
Enterprise licenses × 198 units
€113.92 / 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 = €113.92 / unit
above 50 and up to 100 units = €227.84 / unit
above 100 and up to 500 units = €341.76 / unit
above 500 units = €455.68 / unit
€37,267.56 €35,311.84 / month
+ €915.58 VAT
Enterprise licenses × 235 units
€113.92 / 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 (−€379.66)
€7,188.68 / month
+ €1,437.74 VAT
Connected seats × 116 units
€113.92 / 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 = €113.92 / unit
above 50 and up to 100 units = €227.84 / unit
above 100 and up to 500 units = €341.76 / unit
above 500 units = €455.68 / unit
€37,267.56 €35,311.84 / month
+ €1,782.83 VAT
Platform commitment × 194 units
€113.92 / 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 (−€473.64)
€6,206.59 / month
+ €1,241.32 VAT
Premium add-on × 302 units
€113.92 / 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 = €113.92 / unit
above 50 and up to 100 units = €227.84 / unit
above 100 and up to 500 units = €341.76 / unit
above 500 units = €455.68 / unit
€37,267.56 €35,311.84 / month
+ €590.99 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
  • KYC/AML due diligence for all counterparties across supported jurisdictions
  • API access to connect to other systems & providers with webhooks and event streaming
Phase value (excl. tax)€893,447.39
Quote value (excl. tax)€2,635,649.26

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