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Reliance letters

Record a negotiated reliance letter and grant a relying posture on a share, with the letter's limits visible to the reader.

Updated August 19, 2026
2 min read
security
collaboration

Sometimes a third party — a lender, a co-investor, an acquirer's own committee — negotiates the right to rely on your report. That is a legal arrangement between firms, and the platform's job is to record it accurately, not to author it.

What the platform does

  • Records the letter you negotiated: the relying party, the date, the scope it covers, any cap or limitation, and the executed document itself.
  • Grants a relying posture on a specific share, so the reader is no longer under the default non-reliance notice.
  • Shows the reader the bounds. A relying viewer sees what they may rely on and what the letter excludes. A reliance right the reader cannot see the limits of is how a dispute starts.

What it does not do

It does not draft the letter, advise on its terms, or infer reliance from circumstances. Reliance is granted explicitly, per share, by someone with the authority to grant it.

Reading the record

Each project's agreements view lists every share, the agreement each reader accepted, and which of them hold a relying posture. Export it for the file.

Availability

Part of the plans that include reliance letters.

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