Compile Cap-Table Data and Investor Communications
Collate all relevant legal agreements, previous update open rates, cap-table spreadsheets, and side letters. The founder systematically gathers historic investor interaction records and contractual obligations to ground the continuity plan in reality.
This action consolidates all empirical data regarding current investor terms, communication histories, and legal commitments. It underpins the parent task with precise facts, removing assumptions about investor rights and behaviour.
A centralised repository of cap-table data, side letters, shareholder agreements, and historic monthly updates must be organised and verified. The founder must document specific clauses regarding information rights and anti-dilution.
Five questions an expert would ask when reviewing your output
Use these to challenge assumptions, pressure-test your logic, and check the quality of this action's output in the context of the parent task and wider venture development.
- 1
How have you verified that your cap-table records match the legally executed shareholder register?
- 2
What unwritten expectations or verbal promises exist with investors that are not captured in legal side letters?
- 3
Why are you confident that your historic update metrics accurately reflect genuine investor engagement?
- 4
How do individual investor information rights alter the frequency or detail of updates you must provide?
- 5
Where are the gaps in your current data room regarding investor communications and consent histories?