Investment team · Working review
Legal diligence memorandum
Executive view
Escalate the liability carve-out and consent requirement for counsel’s assessment. Obtain the missing assignment evidence before closing the IP review.
Matters for attention
Liability carve-out
Review the carve-outs against the buyer’s threshold and check amendments before recording the exposure.
Services agreement · liability scheduleCustomer consent
Confirm whether the proposed transaction triggers consent before relying on the contract at close.
Acme customer agreement · §12.3Missing IP assignment
The supporting records do not yet establish the transfer of this contributor’s work.
Engineering contractor file · document indexEvidence reviewed
- Material services agreements
- Customer contracts
- Assignment records
