AIWorkDex
Strategy & Funding Practice

Build a capital-partner alignment review

Create one verified internal account of the mismatch, rights questions, stakeholder positions, and review routes.

Preparation
Until the evidence owners, authorised decision owners, independent counsel, and relevant jurisdiction advisers complete their reviews
Difficulty
Advanced
Task
Review capital-partner alignment
Back to the Task: Review capital-partner alignment

Before you start

Get what you need before you start

  • Confirm the company body and people authorised to own this decision.
  • This Practice provides an internal evidence workflow. It does not provide legal, financial, tax, investment, or valuation advice.
  • Obtain named pre-upload approval for the workspace, plan, account settings, retention settings, and each approved document category.
  • Treat privileged, personal, customer, employee, security, and third-party information as prohibited. Keep it out of this workspace and use a separately approved system.
  • Verify plan-dependent data controls and retention before use. Test access with a non-owner account before sharing.
  • Keep unsupported facts, missing documents, conflicts, and disagreement visible.
  • Treat Tool output as an internal draft that a person checks against every cited source.
  • Independent counsel and the qualified advisers for each applicable jurisdiction must review every external communication and transaction decision before use.

Steps

Work through the method

Use the listed inputs and tools. Check the evidence when you need to verify a step.

  1. Record the mismatch and signed rights

    Write the old and current company paths, investor expectations, specific points of mismatch, stakeholder statements, disputed facts, and open rights questions. Link every claimed right to a signed document.

    Why it matters: The review needs verified document text and stakeholder positions before discussing a process.

    Input
    The authorised direction, signed governing documents, investor communications, and stakeholder statements.
    Output
    A dated mismatch record with signed-document links, disputed facts, and open rights questions.
    Tools in this stepChatGPT evidence workspace

    Evidence for this step

  2. Prepare counsel-reviewed process questions

    Ask counsel which processes may be lawful and what approvals, valuation basis, solvency evidence, rights, conditions, conflicts, communications, and jurisdiction checks each would require. Record questions and counsel’s answers without proposing a remedy.

    Why it matters: Model documents and one founder’s buyback cannot make a transaction lawful, feasible, or suitable.

    Input
    The mismatch record, signed documents, authority rules, stakeholder positions, and adviser conflicts.
    Output
    A counsel-authored process-question record covering approvals, valuation basis, solvency, rights, conditions, and conflicts.
    Tools in this stepChatGPT evidence workspace

    Evidence for this step

  3. Authorise the next process or escalation

    Qualified finance and tax advisers review only counsel-defined options. The authorised body chooses the next process or records the unresolved conflict, owners, communication plan, and escalation route.

    Why it matters: The company must govern the next process without an assumed buyback, waiver, amendment, redemption, or secondary transaction.

    Input
    Counsel’s answers, qualified adviser reviews, conflicts, and company authority rules.
    Output
    A governed next-process or escalation record with separately approved communications.
    Tools in this stepChatGPT evidence workspace

    Evidence for this step

Success checks

Check the result before you finish

  • Every claimed right links to a signed document and every disputed fact stays marked.
  • Counsel authored the questions and answers on approvals, valuation basis, solvency, conditions, conflicts, communications, and jurisdictions.
  • The authorised body recorded a next process or escalation route without a Tool-proposed remedy.

Failure modes

Watch for these problems

  • A claimed right lacks a signed-document source, or a disputed fact appears settled. Restore the document link or unresolved status before discussing a process.
  • A founder example or Tool output becomes a proposed buyback, waiver, amendment, redemption, or secondary transaction. Remove the remedy and ask counsel for lawful process questions.
  • Someone starts a process or sends a stakeholder communication before conflicts, authority, approvals, and jurisdiction checks are complete. Stop and escalate it to independent counsel and the authorised body.

Tools

Choose the tools you need

Sources

Read the sources behind this practice

Check what each source supports and where the advice has limits.