Autonomoney · Pilot Report No. 1 · Filed 2026-08-30

What’s Market

What 67 commercial contracts filed with the SEC in 2025–26 actually say about liability caps, indemnities, and renewal terms — extracted by LLM agents, linked to every source document, and published as distributions instead of anecdote.

When a lawyer across the table says a term is “not market,” there is no public data to check the claim against. Bloomberg Law and Law Insider sit on the same public corpus this report uses — the material contracts public companies must file as EX-10 exhibits on EDGAR — but both sell single “most standard clause” comparisons behind subscriptions. Neither publishes a percentage. This pilot tests whether LLM extraction can turn that corpus into open clause-prevalence statistics, and whether the resulting numbers are crisp enough to be worth citing.

67in-scope commercial contracts, filed 2025–26
22%carry an aggregate liability cap (15/67)
1.0×modal cap multiplier when fees-based (6 of 8)
45%contain confidential-treatment redactions (30/67)
§1 · Liability caps

“Is a cap market?” has no single answer — it depends almost entirely on contract type

Across the whole sample only 22% of contracts cap aggregate liability. But the overall number is close to meaningless: a majority of services agreements cap (53%), while license, manufacturing, and supply agreements almost never do — 8%, 0%, and 22% respectively. This is the core product thesis in one chart: a single “market standard clause” answer, which is what incumbents sell, papers over exactly the variation a negotiator needs.

Aggregate liability cap, by contract type

Share of contracts · 8-K item 1.01 EX-10 exhibits, filed Jan 2025 – Aug 2026

Capped No cap Contract silent
0%25%50%75%100%
n = 65 shown; 2 further contracts (1 R&D collaboration, 1 other commercial) omitted as single-member types. “No cap” = liability addressed with no aggregate cap; “silent” = no liability language found.
When caps are fees-based, 1× is the anchor: of eight contracts with a fees-multiple cap, six cap at exactly 1.0×, one at 0.3×, one at 1.25×. Trailing-12-month fees is the most common basis (5 of 15 caps), ahead of fixed-dollar amounts (3) and total-fees-paid (3). basis n=15 capped contracts · multiplier n=8 fees-based

Cap multipliers, fees-based caps

One dot per contract (n = 8)

0.3×1.0×1.25×
§2 · Carve-outs

Where caps exist, gross negligence and indemnification obligations are carved out about half the time

Carve-outs — the liabilities a cap does not protect — are the highest-leverage sentence in a limitation-of-liability section. In the 15 capped contracts:

Uncapped carve-outs among capped contracts

Contracts carving the item out of the cap (n = 15 capped)

A contract can carve out several items. Small base — treat as directional until the corpus scales.
§3 · Direction of clauses

Mutuality is the norm for damages waivers and indemnities; one-way terms are the tail worth spotting

The most common negotiating trap is a clause that is standard in kind but one-sided in direction. In this sample, when consequential-damages waivers and indemnities appear at all, they are usually mutual — a one-way version (9% and 7% of all contracts respectively) is a genuine outlier a negotiator can push back on. Termination for convenience runs the other way: most filed contracts lock both parties in, and when a walk-away right exists it is more often one party’s alone.

Clause direction, all in-scope contracts

Share of contracts (n = 67)

Mutual One-way Not present Contract silent
0%25%50%75%100%
For termination for convenience, “not present” means neither party may terminate without cause; one indemnification row coded “unclear” is counted with silent.
§4 · Boilerplate that isn’t

Delaware leads governing law; auto-renewal is rarer than SaaS folklore suggests

Delaware (30%) and New York (18%) govern nearly half of the sample — but 30% of contracts specify no governing law at all in the filed exhibit. Auto-renewal appears in just 15% of contracts; where it exists, the opt-out notice window runs 60–365 days with a median of 90 — the long tail (two contracts require a full year’s notice) is exactly the kind of term this data exists to flag.

Governing law

Contracts (n = 67)

“Other” = one contract each: Colorado, Tennessee, Arkansas, Maryland, South Korea, British Columbia.
Exhibit A · The data

Every row, every source

The full extracted dataset. Each row links to the underlying exhibit on sec.gov — the citation is the product.

FilerTypeFiledCapBasisCDWIndemnityTFCAuto-renewLawRedactedConf.Src

Exhibit B · Method & caveats

How this was built, and what not to conclude from it

Pipeline

EDGAR full-text search for commercial-agreement phrases, restricted to EX-10 exhibits in 8-K filings with an item 1.01 disclosure (entry into a material definitive agreement) — this filter removes most compensation filings before download. 150 exhibits fetched → 87 survived keyword and size triage → 8 parallel LLM extraction agents coded each contract against a fixed 25-field schema → 20 classified out of scope on reading (securities, real estate, M&A) → 67 in-scope rows aggregated to SQLite.

Cost

Extraction — the only real cost — ran at roughly a cent or two per contract at current model prices. Human coding of the same fields is typically quoted at dollars per contract-field. That three-orders-of-magnitude gap is why this database can exist now and could not in 2020.

Caveats, stated plainly

  • Selection bias. Only contracts “material” to a public company are filed. This is a census of big, lawyered deals — complementary to, not representative of, startup-to-startup paper.
  • Sample size. 67 contracts is a pilot. Per-type cells run 4–26 contracts; every figure states its n. The pipeline is built to scale to thousands.
  • Sample mix. Pharma/chemicals filers are overweight (30% of rows), which inflates the license-agreement share.
  • Extraction error. Single-pass extraction; agents self-rated 21% of rows low-confidence. Roadmap includes a second-pass verifier and a human audit sample. Every row is source-linked so any value can be checked in seconds.
  • Redaction. 45% of contracts carry [***] redactions, usually over dollar amounts. Cap structure (basis, multiplier, carve-outs) generally survives redaction even where fees don’t.

Next

Scale to ~2,000 contracts across 2024–26 filings, add the verification pass, and publish the benchmarks as a browsable public site where every statistic cites its sample and links its contracts — the free, transparent layer the paid tools deliberately don’t ship.