An index before a document bundle.

Ask the provider what information is needed for the actual engagement and how it should be shared. This page lists discussion categories, not legal requirements or a request to upload documents.

Open a founder folio.

Three fictional starting points. Each has a different set of broad notes and unanswered questions, with no official documents or eligibility decision.

Choose a sample starting point

Sample conversation folder

An existing arrangement

A founder has an existing business arrangement and wants to discuss a possible change in support. No transfer or outcome is assumed.

Notes prepared

The intended activity

An overview of current activities and the change being considered.

Noted for discussion

The people involved

A broad picture of the current decision makers and professional support.

Noted for discussion

Where work happens

Current operating locations and any broad planned changes.

Noted for discussion

0 of 3 broad notes marked for discussion

Questions still open

What can the provider assess about the existing arrangement? What continuity, records and adviser conversations need to be agreed first?

Put one question first

The next conversation

Ask for a defined review conversation and an agreed secure information route. Confirm what remains with the current providers.

An existing arrangement / Provider responsibilitiesBring this folio to my founder brief

A preparation aid only. Real requirements and responsibilities come from the provider. No legal or tax route is recommended.

Topics for the provider’s list.

Business description: Ask what information they need about the activity, expected operations and proposed name or identity.
People & roles: Ask which ownership, management and other role information they need to review.
Supporting records: Ask which existing records are relevant, whether they need a particular form and how uncertainty should be explained.
Verification: Ask the provider to explain any verification process that applies to their service and the secure channel they use.
Handling & retention: Ask who receives the information, how access is managed and what happens to it after review.

Before sharing sensitive material.

I know which provider is requesting it The purpose and document list are clear The actual secure channel is confirmed Questions about access and retention have been answered I have checked what should be sent and what should stay private

0 of 5 points noted

Keep the local brief free of private records.

Write “identity information to discuss” or “existing company records available” rather than copying numbers or uploading scans here. This preview provides a preparation note only; it has no secure document portal.

Keep an index of open questions.

Use the brief for categories and next steps.

Open the founder brief