Corporate & IP Gap Check
A fixed-fee review for founders who want to identify corporate record and IP ownership gaps before fundraising, issuing equity, or accepting new shareholders.
Request Gap Check View ServicesKnow what needs cleanup before fundraising or issuing equity.
Corporate record and IP ownership issues are easier to fix before a financing, shareholder change, or diligence request is already moving. Missing approvals, unclear ownership records, unsigned IP assignments, or inconsistent cap table materials can create avoidable delays, negotiation friction, and cleanup costs.
The goal is to give founders a clear picture of what should be organized now, while there is still time to address gaps calmly.
A practical readiness report, not vague legal commentary.
You receive a written Corporate & IP Gap Check report that identifies what records are in place, what may be missing, what items may be unsigned or inconsistent, what should be prioritized, and what may require separate legal cleanup.
Corporate/IP gap matrix
A structured matrix showing what core corporate and IP materials are in place, missing, unclear, unsigned, or inconsistent based on the materials and information provided.
Missing documents checklist
A clear list of document categories that may need to be located, organized, confirmed, signed, or addressed.
Priority issue snapshot
A short explanation of the highest-priority gaps that could create timing, diligence, ownership, or negotiation friction.
Suggested data room structure
A practical folder structure for organizing corporate and IP materials in a cleaner, more review-ready format.
Next-step roadmap
A focused list of recommended next steps, including what can likely be organized internally and what may need separate legal work.
20-minute debrief call
A focused call to walk through the report, answer questions, and help you understand what to prioritize next.
Core corporate records and IP ownership materials.
The review focuses on whether the company has the core corporate and IP records founders typically need to organize before fundraising, issuing equity, admitting new shareholders, or preparing a data room.
Corporate records
- Formation documents
- Bylaws, operating agreement, or similar governance document
- Cap table or ownership summary
- Founder equity documents
- Board, shareholder, member, or manager approvals, if applicable
- SAFE, note, or financing records, if applicable
IP ownership materials
- Founder IP assignments
- Contractor or developer IP assignments
- Advisor or consultant IP/confidentiality materials
- Product development agreements or SOWs
- Employee invention assignment materials, if applicable
- Other ownership-chain materials provided for review
The issues founders often wish they had checked earlier.
Corporate status gaps
Equity documentation gaps
IP ownership gaps
For founders preparing before the pressure starts.
This is designed for founders who want to understand whether their core corporate and IP materials are organized enough for future capital, ownership, or diligence events.
Thinking ahead of fundraising
You are not necessarily raising tomorrow, but you want to understand whether your core corporate/IP records are organized before a process begins.
Accepting new shareholders
You are considering bringing in a new shareholder, issuing equity, or changing ownership and want to check whether earlier records are clear.
Cleaning up founder or contractor IP
You want to check whether key founder, contractor, advisor, developer, or agency IP assignment materials are in place and organized.
Preparing a data room
You want to organize corporate and IP materials in a more review-ready format before a financing, commercial review, or strategic transaction.
How the Gap Check works.
Request
Submit a short request with basic company information and the reason you are seeking the review.
Conflict & suitability review
Moorinvest Counsel reviews whether the matter is appropriate for the limited-scope Gap Check.
Engagement letter & payment link
If accepted, Moorinvest Counsel sends an engagement letter defining the scope, assumptions, exclusions, fee, and payment process.
Review, report & call
After engagement, you receive document intake instructions. Moorinvest Counsel prepares the written gap report and schedules the 20-minute debrief call.
Limited scope, clearly defined.
Important scope note
This is a limited-scope gap check based on the materials and information provided. Full scope, exclusions, and engagement terms are provided before work begins.
This review is not a full legal review, document review, legal opinion, redline, drafting engagement, enforceability review, securities law analysis, tax review, or approval of any document.
The report identifies gaps and priority issues for further action. It does not certify that the company’s records are complete, legally sufficient, enforceable, or diligence-ready.
Want to know what needs cleanup before fundraising or shareholder changes?
Start with a short request. If the matter is suitable for the Corporate & IP Gap Check, Moorinvest Counsel will send next steps, including the engagement letter, payment link, and document intake instructions.
Request Gap CheckUse this form to request the Corporate & IP Gap Check.
Please provide high-level information only. Do not upload or include confidential, privileged, sensitive, or proprietary information through this form. Submitting this request does not create an attorney-client relationship. Moorinvest Counsel will review the request for conflicts and suitability before accepting the matter.