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All skills
Productivity

Assemble an incorporation kit

The formation documents a new company needs, consistent with each other.

Fill it in

Name, founders, split, and what it does.

Which jurisdiction.

Standard four-year with a cliff, unless told otherwise.

Your prompt

Assemble the formation kit for [your where].

[the company]

The documents have to agree with each other. Share numbers, names and dates appear
in four places, and a certificate that says one thing while the stock ledger says
another creates a diligence problem two years later that costs more than the whole
formation.

Founder vesting on a standard four-year schedule with a one-year cliff, and
explain the tax election that has to be filed within 30 days. That deadline is the
single most expensive thing founders miss, and it cannot be fixed afterwards.
Authorise enough shares to leave room for a pool and a round.

End with a checklist of what must be SIGNED and FILED, with the deadlines. Say
plainly that a lawyer should review it before anything is signed.
Use Assemble an incorporation kitOpens with everything above already filled in.

Why this works

Share numbers and dates appear in four documents, and a certificate disagreeing with the stock ledger creates a diligence problem years later that costs more than the whole formation. This keeps them consistent and flags the 30-day tax election founders miss.

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Use Assemble an incorporation kit
Turn this into tasks
  • Weekly review
  • Decision brief
  • Build an investor deck