Draw a structure from a description

On a call, the partner talks through the proposed structure: the fund, the holding companies, the bidder, the lender and a co-investor coming in at the top. You want a first draft on the screen before the call ends, so everyone can point at the same boxes. The structure chat draws it from your description, and you refine it by asking for changes.

Two things decide how good the first draft is: how precisely you name the entities, and whether you say who owns what, and how much.

Describe the structure

1. Open the structure and go to the slide you want to draw on, preferably an empty one: the chat draws on the slide you are looking at. Click JuristIQ in the controls at the bottom of the canvas. The chat opens beside the slide.

   

2. Describe the structure in plain words: each entity and its country, who owns whom and with what percentage, and the parties around it such as lenders and co-investors. For example: "Sigma Capital Fund I owns 50% and Sigma Capital Fund II owns 35% of Sigma TopCo S.à r.l. Gamma Partners co-invests and holds the other 15% of TopCo. TopCo owns 100% of Sigma MidCo ApS, which owns 100% of Sigma BidCo ApS. BidCo acquires 100% of Beta Holding A/S. Delta Bank lends to BidCo."

   

3. Send the message. The entities appear on the slide as they are drawn, and the chat shows each stage while it works: drawing, how many entities and relationships it drew, matching them to your firm's templates, placing them on the slide and fitting the structure onto it.

   

If JuristIQ is greyed out, you do not have access to the AI tools. Ask your organisation admin.

Change what it drew

1. Select the boxes or lines you want changed, then tell the chat what to do: "make the selected lines dashed", "make the selected ones blue". What you select goes with the message, so the chat changes exactly those elements.

   

2. If a request could reach beyond your selection, the chat asks before it changes anything. Answer the question in the chat, and it carries on.

3. To take changes back, ask the chat to "undo the last two changes". It steps back through the open slide's history, your own edits included, and tells you what it undid. Ask it to redo them the same way. The history covers the slide you have open and starts again when you switch slides or reload the page.

Lay the slide out again

When the slide has grown by hand and the lines cross, open Settings in the toolbar and click AI layout. The boxes and lines are laid out again from what is on the slide, and a message tells you how many boxes moved. If you preferred it as it was, click Undo once to put everything back.

Tips from practice

• Use the names that will be on the final slide. "Sigma BidCo ApS" rather than "the bidder" saves renaming every box later, and keeps the step plan and any text drawn from the chart consistent.
• Check every percentage and every line. The chat draws what it understood from the description. Before the slide goes to the client, check each holding against the term sheet or the register.
• Draft in one message, correct in many. Give the whole structure in the first message, then make small, selected changes. A short instruction on a selection is easier to check than a new description.

Next, tidy up the chart before it goes out, or have JuristIQ build the step paper for the reorganisation. If the client has sent a drawing or an old chart, turn the client's existing chart into a structure instead.