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Action 5 · Task 55 · Group 3

Formulate Remediation Strategies for Advisor Equity

Design targeted interventions, contractual amendments, or renegotiation scripts to fix misaligned advisor terms, reclaim unearned equity, or introduce milestone-based vesting. Prioritise these corrective actions based on risk impact and potential harm to venture governance.

Objective

Completing this action translates identified risks into practical, actionable renegotiation and governance plans. It equips the founder to restructure flawed equity deals cleanly while preserving valuable strategic relationships.

What's expected from the founder

A remediation plan detailing specific contract amendments, renegotiation terms, revised vesting schedules, and structured conversation frameworks for affected advisors. Clear, prioritised steps for executing these changes must be documented.

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

    What is your precise script and strategy for renegotiating equity with an underperforming advisor?

  2. 2

    How will you transition flat equity grants into milestone-contingent vesting contracts without damaging key relationships?

  3. 3

    What alternative incentives can you offer to replace excess equity commitments made during early discussions?

  4. 4

    Which high-risk advisor contracts must be legally amended prior to initiating your next funding round?

  5. 5

    How will you handle an advisor who refuses to sign updated terms containing standard vesting and IP clauses?