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Growth equity & VC

Understand what supports the round

Review the ownership and governance evidence behind a minority investment, with a focused record of what still needs attention.

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Which records need resolving before the investment?

An expanding business may have incomplete grant records, unsigned agreements, or gaps in early IP assignments. The review should make those questions visible without losing the context of the round.

Inside the work product

Explore a
diligence review

Browse a sample ownership review, the findings behind it, and the requests that move the review forward.

ColabraProject Northbridge

Investment team · Working review

Ownership review

Executive view

Reconcile the grant documentation and contributor assignments before relying on the ownership schedule for the round.

Matters for attention

01
Unsigned option grant

The schedule needs supporting execution and approval records before the ownership position can be reconciled.

Option schedule · grant 027
02
Missing IP assignment

The supporting records do not yet establish the transfer of this contributor’s work.

Engineering contractor file · document index
03
Unreconciled subsidiary

The chart and proposed perimeter do not agree. Confirm whether the subsidiary is included and where its obligations sit.

Corporate structure chart · appendix B

Evidence reviewed

  • Capitalization table
  • Option grant agreements
  • Contributor assignment records
Prepared for investment review01
Follow the complete workflow

A review with a clear purpose

  1. Reconcile the ownership records

    Review cap table material and supporting grant documents for missing or incomplete evidence.

  2. Review the IP assignments

    Check the records supporting the transfer of founder and contributor IP into the company.

  3. Track the outstanding requests

    Keep the evidence still needed for the round connected to the requirement and the seller’s response.