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For platform members

Education, when you need it

Where to look when something in a deal doesn't make sense. Six subjects: deal structuring and margin protection, the counterparty's decision map, make-or-break moments in a deal, business practices across markets, the words on the paperwork, and vetting a counterparty yourself. Each piece covers one situation, so you read it when you face it — not from the start. Every piece lists the sources it is based on.

Deal Structuring and Margin Protection

Where the margin leaks and what holds it: payment terms, advances and retentions, exclusivity, and what keeps the two sides from closing without the intermediary. Materials are added situation by situation.