Gather Existing Role Allocations and Co-Founder Agreements
Collect all current documents detailing equity splits, job titles, operational responsibilities, and decision-making rights across the founding team. Collate informal communications, meeting notes, and cap table agreements that reflect how responsibilities are actually divided in daily operations.
Completing this action establishes a single source of truth regarding existing commitments and working arrangements among co-founders. It creates the baseline data set required to evaluate operational overlaps and structural friction before formalising governance.
The founder must present a unified document pack containing current employment terms, role descriptions, decision matrices, and equity vesting schedules. Clear documentation of both formal contracts and informal working habits must be uploaded to the venture data room.
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
What evidence demonstrates that this document pack reflects current day-to-day operations rather than original intentions?
- 2
How have you captured informal verbal agreements made between founders regarding decision authority?
- 3
Why are certain operational areas omitted from the documented role descriptions?
- 4
How does the current documentation align with the signed shareholders' agreement or articles of association?
- 5
What specific instances of operational ambiguity have occurred in the last ninety days due to undocumented role boundaries?