Capstone

The Sigeric Supplies portfolio review

Put the course to work. Answer six questions about a portfolio of seventy contracts, judge what the data can and cannot support, and write the one-page report that tells a manager what to do on Monday.

Sigeric Supplies has just taken over a set of 70 supply and service contracts and wants to know where it stands. The register was built by several people over several years. You have been asked for a one-page report on renewals, deadlines and data quality. Use the explorer to answer the questions, check what the data can and cannot tell you, then write the report.

Step 1. Ask the portfolio

Use the filters to answer the six questions. For the notice-deadline questions, work out each deadline as the end of the term minus the notice days.

For this exercise, “today” is 1 Mar 2027. All contracts are invented.

TypeAuto-renewsGoverning lawAnnual valueTerm ends

70 of 70 contracts match. Combined annual value: $11,213,000.

ID	Counterparty	Type	Term ends	Renews	Notice	Value	Cap	Law	Pay (days)
C-001	Elmstead Systems Ltd	Lease	28 May 2029	12 mo	60 d	$250,000	1× fees	Scotland	45
C-002	Dunmoor Supplies Ltd	Lease	17 Apr 2027	12 mo	30 d	$40,000	3× fees	Scotland	90
C-003	Yarrow Supplies Ltd	Lease	30 Nov 2027	12 mo	90 d	$120,000	not recorded	New York	60
C-004	Quarrington Estates Ltd	Supply	28 Oct 2028	no	—	$60,000	2× fees	New York	60
C-005	Cald Works Ltd	Lease	26 Dec 2028	no	—	$180,000	0.5× fees	Delaware	—
C-006	Quarrington Haulage Ltd	Supply	26 May 2029	no	—	$120,000	2× fees	New York	45
C-007	Marlow Works Ltd	Services	17 Sep 2029	24 mo	30 d	$18,000	1× fees	New York	45
C-008	Dunmoor Foods Ltd	Lease	10 Nov 2028	12 mo	30 d	$25,000	1× fees	England and Wales	90
C-009	Fenmoor Trading Ltd	Services	13 May 2029	no	—	$18,000	3× fees	Delaware	60
C-010	Marlow Trading Ltd	Lease	6 Mar 2030	12 mo	30 d	$180,000	1× fees	England and Wales	90
C-011	Oakridge Foods Ltd	Lease	5 Nov 2027	24 mo	60 d	$85,000	2× fees	England and Wales	—
C-012	Netherby Haulage Ltd	Distribution	22 Oct 2029	no	—	$85,000	0.5× fees	England and Wales	—
C-013	Yarrow Works Ltd	Distribution	21 Jun 2029	24 mo	90 d	$180,000	1× fees	New York	60
C-014	Fenmoor Haulage Ltd	Supply	11 Feb 2029	no	—	$40,000	not recorded	England and Wales	90
C-015	Fenmoor Estates Ltd	Distribution	30 Dec 2029	24 mo	30 d	$60,000	2× fees	Scotland	90
C-016	Larkhill Trading Ltd	Lease	5 Nov 2028	no	—	$400,000	2× fees	Germany	60
C-017	Stanmoor Works Ltd	Services	6 Jul 2027	12 mo	60 d	$120,000	1× fees	England and Wales	450
C-018	Gorsedale Works Ltd	Services	23 Apr 2029	12 mo	30 d	$60,000	uncapped	Scotland	30
C-019	Dunmoor Software Ltd	Lease	16 Mar 2027	12 mo	90 d	$18,000	not recorded	New York	90
C-020	Elmstead Packaging Ltd	Supply	11 May 2027	no	—	$250,000	1× fees	England and Wales	45
C-021	Dunmoor Trading Ltd	Lease	25 Apr 2028	no	—	$180,000	1× fees	England and Wales	45
C-022	Marlow Haulage Ltd	Licence	4 Apr 2028	no	—	$85,000	0.5× fees	Germany	30
C-023	Pennard Packaging Ltd	Lease	16 Nov 2028	12 mo	60 d	$400,000	2× fees	England and Wales	30
C-024	Larkhill Haulage Ltd	Services	21 Mar 2027	no	—	$120,000	2× fees	England and Wales	30
C-025	Underhill Haulage Ltd	Supply	11 Mar 2029	24 mo	60 d	$180,000	1× fees	England and Wales	15
C-026	Elmstead Works Ltd	Lease	14 Oct 2027	no	—	$400,000	2× fees	Singapore	30
C-027	Stanmoor Supplies Ltd	Supply	26 Apr 2027	12 mo	30 d	$25,000	3× fees	England and Wales	—
C-028	Brae Labs Ltd	Licence	9 Nov 2029	24 mo	90 d	$250,000	0.5× fees	New York	15
C-029	Thornby Labs Ltd	Licence	18 Mar 2027	no	—	$18,000	2× fees	Delaware	15
C-030	Yarrow Estates Ltd	Supply	27 Mar 2027	24 mo	30 d	$25,000	2× fees	England and Wales	90
C-031	Larkhill Estates Ltd	Licence	24 May 2027	12 mo	60 d	$250,000	not recorded	Scotland	60
C-032	Netherby Estates Ltd	Supply	30 Apr 2029	12 mo	30 d	$25,000	2× fees	Ireland	30
C-033	Cald Labs Ltd	Distribution	3 Feb 2028	no	—	$120,000	12× fees	England and Wales	60
C-034	Brae Estates Ltd	Services	13 May 2027	12 mo	30 d	$180,000	3× fees	Singapore	30
C-035	Elmstead Software Ltd	Supply	19 Oct 2029	12 mo	60 d	$85,000	0.5× fees	England and Wales	15
C-036	Fenmoor Foods Ltd	Lease	20 Oct 2028	12 mo	60 d	$25,000	1× fees	England and Wales	45
C-037	Heathcote Supplies Ltd	Lease	6 Aug 2029	12 mo	60 d	$18,000	1× fees	England and Wales	45
C-038	Larkhill Foods Ltd	Lease	24 May 2027	no	—	$180,000	0.5× fees	Singapore	60
C-039	Brae Systems Ltd	Licence	20 May 2027	no	—	$60,000	uncapped	Delaware	60
C-040	Oakridge Estates Ltd	Supply	20 Feb 2028	no	—	$60,000	not recorded	England and Wales	60
C-041	Netherby Labs Ltd	Lease	21 Apr 2027	24 mo	30 d	$60,000	not recorded	England and Wales	60
C-042	Wetherby Estates Ltd	Distribution	9 Aug 2027	no	—	$400,000	2× fees	England and Wales	30
C-043	Larkhill Software Ltd	Lease	16 Mar 2027	12 mo	30 d	$400,000	not recorded	England and Wales	30
C-044	Gorsedale Packaging Ltd	Services	4 Apr 2028	12 mo	30 d	$85,000	2× fees	England and Wales	45
C-045	Underhill Works Ltd	Supply	16 Apr 2029	12 mo	90 d	$250,000	not recorded	Scotland	60
C-046	Pennard Software Ltd	Licence	22 Feb 2028	no	—	$40,000	1× fees	England and Wales	90
C-047	Quarrington Works Ltd	Supply	2 Apr 2028	24 mo	60 d	$120,000	2× fees	New York	45
C-048	Dunmoor Labs Ltd	Supply	28 Apr 2027	no	—	$18,000	not recorded	New York	0
C-049	Ivelstone Supplies Ltd	Services	14 Mar 2027	no	—	$60,000	not recorded	Singapore	15
C-050	Gorsedale Labs Ltd	Licence	7 Feb 2030	no	—	$250,000	3× fees	England and Wales	30
C-051	Kestrel Foods Ltd	Licence	5 Mar 2028	no	—	$18,000	0.5× fees	England and Wales	45
C-052	Wetherby Haulage Ltd	Services	16 Nov 2027	no	—	$2,400,000	1× fees	England and Wales	45
C-053	Fenmoor Systems Ltd	Licence	28 Feb 2029	12 mo	30 d	$85,000	uncapped	Singapore	60
C-054	Elmstead Trading Ltd	Distribution	24 Mar 2027	12 mo	90 d	$120,000	uncapped	England and Wales	30
C-055	Yarrow Systems Ltd	Lease	19 Jun 2029	24 mo	30 d	$18,000	2× fees	Singapore	30
C-056	Heathcote Trading Ltd	Licence	15 May 2027	no	—	$120,000	2× fees	Singapore	30
C-057	Alder Labs Ltd	Distribution	15 Oct 2027	12 mo	90 d	$25,000	3× fees	England and Wales	30
C-058	Larkhill Labs Ltd	Services	17 Oct 2028	12 mo	60 d	$400,000	1× fees	England and Wales	—
C-059	Brae Works Ltd	Services	21 Jan 2029	24 mo	60 d	$18,000	not recorded	England and Wales	30
C-060	Marlow Labs Ltd	Supply	6 Nov 2028	no	—	$85,000	not recorded	New York	30
C-061	Marlow Foods Ltd	Services	7 Jun 2027	12 mo	60 d	$400,000	3× fees	Germany	15
C-062	Elmstead Labs Ltd	Lease	1 Apr 2027	24 mo	30 d	$25,000	3× fees	England and Wales	90
C-063	Stanmoor Systems Ltd	Distribution	12 Jan 2029	24 mo	90 d	$25,000	not recorded	Scotland	60
C-064	Yarrow Foods Ltd	Lease	2 Oct 2028	12 mo	30 d	$25,000	not recorded	England and Wales	30
C-065	Oakridge Labs Ltd	Supply	26 Oct 2027	12 mo	60 d	$18,000	0.5× fees	New York	45
C-066	Pennard Foods Ltd	Distribution	9 Mar 2030	no	—	$400,000	0.5× fees	Ireland	30
C-067	Fenmoor Labs Ltd	Services	30 Apr 2027	no	—	$18,000	2× fees	Delaware	15
C-068	Gorsedale Supplies Ltd	Services	2 May 2027	no	—	$25,000	uncapped	Singapore	30
C-069	Dunmoor Haulage Ltd	Licence	10 Jul 2027	12 mo	60 d	$250,000	uncapped	Singapore	30
C-070	Ivelstone Foods Ltd	Lease	29 Apr 2027	24 mo	60 d	$60,000	2× fees	England and Wales	60

Answer from the data

How many contracts reach the end of their current term within 6 months?

How many auto-renewing contracts have ALREADY passed their last day to give notice, so will renew unless the other side agrees otherwise?

What is the combined annual value of auto-renewing contracts whose last day for notice falls in the next 90 days?

How many contracts have no liability cap recorded (blank)?

What is the median payment term, in days, across the contracts that have one recorded?

How many contracts worth $250,000 a year or more reach the end of their term within 12 months?

Step 2. Judge the data

Tick the statements that are true of this portfolio.

14 of 70 contracts have no liability cap recorded.
At least one contract shows payment terms of 450 days, which is very probably a typing error.
Every contract's governing law is blank.
One contract has a liability cap of 12 times annual fees, which needs confirming.
Several contracts appear twice under different names.

Step 3. The one-page report

RecommendationsData caveatsNext steps

CONTRACT PORTFOLIO REVIEW: SIGERIC SUPPLIES (as of 1 Mar 2027, 70 contracts)

Recommendations: Diarise the 5 contracts whose notice window has closed and approach each counterparty now about its terms. Put every notice deadline in the next 90 days on the legal team calendar with a two-week warning.

What the data shows:
- 25 contracts reach the end of their current term within 6 months.
- 5 auto-renewing contracts have already passed their last day for notice and will renew unless the other side agrees otherwise.
- $1,350,000 of annual value has a notice deadline in the next 90 days.
- 8 contracts worth $250,000 or more a year end within 12 months.
- The median payment term is 45 days (contracts with a term recorded).

Data caveats: Liability cap is not recorded for 14 of 70 contracts, so no statement about caps covers the whole portfolio. Two extreme values (a 450-day payment term and a 12-times cap) are unconfirmed.

Next steps: Contracts team to fill the blank caps and confirm the two extreme values by the end of next month. Re-run these figures once the data is corrected.

Check your report against the rubric

The most urgent finding is first.
Every figure says what it is a count or total of.
Missing data is reported as missing, not hidden or treated as a 'no'.
Any extreme value is flagged for checking, not silently used or deleted.
The date the figures are as of is stated.
Each next step has an owner or a date.
It separates what the data shows from what you suspect.
It fits on one page and a manager could act on it.

0 of 8 met. Edit the report until you can tick every line.

Sigeric Supplies, its contracts and every figure are invented for practice. Nothing here is legal advice.

This course teaches how to turn contracts into reliable data, using invented contracts, fictional parties and made-up figures. No real contracts or tools are used, and nothing here is legal advice. Never paste a real client’s confidential contracts into a public tool.