The founder
folio.

A place to prepare
your formation conversation.

Open your founder brief

Preparation prompts only. Confirm requirements with the provider and qualified advisers.

The founder folio

A clearer place
to begin.

Company formation starts with your situation, your questions and a shared understanding of the work ahead.

Find your starting point
Illustrated founder folio with tabbed preparation notes; no official documents
A preparation study. No official forms or documents.
Good preparation makes room for good questions.Open your checklist

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

One founder, new idea

A founder is exploring a new service business and wants to understand the provider’s formation and ongoing support scope.

Notes prepared
The intended activity

A broad description of the service and who it is for.

The people involved

The broad ownership and management picture, without personal records.

Where work happens

Broad operating locations and the questions they raise.

0 of 3 broad notes marked for discussion

Questions still open

Who will assess the proposed activity and operating locations? What falls within the provider’s own scope, and what needs another qualified adviser?

Put one question first

The next conversation

Ask the provider to outline the assessment, the information route and the scope to agree before work begins.

One founder, new idea / 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.

Start with your situation

Where are
you beginning?

Your choice highlights useful preparation prompts. It does not establish eligibility, advice or a service quote.

Exploring the idea: describe your intended activity, ownership and what you want to understand.

The conversation process

Understand the work.
Then agree the plan.

Requirements vary with the circumstances. A clear scope is more useful than a blanket promise.

  1. 1

    Describe the situation.

    Share the intended activity, ownership and what you want to achieve. Ask which advisers should be involved.

  2. 2

    Confirm the scope.

    Agree the services, responsibilities, documents, fees and possible additional costs before proceeding.

  3. 3

    Prepare the next step.

    Follow the verified document process. Keep formation work and ongoing obligations clear.

Your preparation checklist

Bring the useful
details together.

Tick the notes you have ready. The highlighted items relate to your selected starting point.

0 of 4 preparation notes ready

Do not add identity documents, account details or other sensitive information to this design preview.

Notes for the conversation

Before you agree

Good questions.
Clear responsibilities.

Ask for a written explanation of the service. This design does not supply legal, tax or financial advice.

What is included?

Which formation and administrative tasks are covered? Which services need a separate agreement?

What will it cost?

What are the professional fees, third-party charges and ongoing costs? When is payment due?

Who does what?

Which actions belong to you, the provider and other advisers? What remains your responsibility?

What affects timing?

Which document checks, approvals and outside processes affect the next step? Avoid assuming a fixed completion date.

Your founder enquiry

Give the conversation
a useful beginning.

Keep your starting situation and preparation notes together. The draft stays on this page.

Harbour
Preparation, clearly arranged.

Selected sample direction: One founder, new idea Provider responsibilities No broad notes marked

Local draft only. Nothing submitted and no engagement agreed.