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auto_awesomeActioninventory_2Consultant review
Action 3 · Task 292 · Group 15

Retrieve and Verify Primary Source Artefacts

Collect authoritative copies of contracts, board minutes, cap tables, data protection registers, and financial statements directly from primary source owners. The founder verifies that all retrieved files are fully executed, legible, and structurally complete.

Objective

Completing this action secures verified, uncorrupted source files directly from underlying operational and legal repositories. It guarantees that the data room rests upon legally defensible evidence rather than unverified self-assessments or draft files.

What's expected from the founder

The founder must assemble a complete repository of verified source files, complete with signed execution pages and supporting annexes. A source verification log must demonstrate who provided each item and confirm its authenticity.

psychologyBertie consultant stress-test

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. 1

    Are all material agreements backed by fully executed counter-party signatures and completed schedules?

  2. 2

    How have you confirmed that your cap table in the data room perfectly matches filed corporate register records?

  3. 3

    What process was used to validate the accuracy of historical board minutes and shareholder resolutions?

  4. 4

    Where are you relying on informal side letters or verbal commitments instead of formal written contracts?

  5. 5

    How have you verified that sensitive customer and employee personal data is scrubbed or appropriately redacted before upload?