Guidance for...
... roles
3 min
while early stage founders need to know everything about everything, responsibilities can be shared as a startup grows and welcomes new people here are what we consider to be the most important topics for each category of people founders by founders, we mean early stage founders who are juggling multiple hats given the multitude of issues that need to be addressed in a short period of time (and not necessarily from a legal perspective), it is critical for founders to focus on the essential issues that need to be addressed early in a company's journey this includes lexr standard master checklist docid\ gucunxir7gv4js4ogalcs founder collaboration agreement docid 1x9xnxawsmkpwk2gsehnw incorporation docid\ kkoymjmu ike8hcmpm1vn shareholders' agreement (sha) docid\ klevxtla0hb4w mlgdyag share transfer docid 7qcaqzr0euqqgzrrwo49q privacy and cookies policies docid\ d qvtdko8ubv8hewvtf6m if active in financial services aml docid\ jx6dfvvmbievbffk5wgbh & financial services docid 4eir5 l147zc3afucb2o3 ip ownership & ip assignment docid\ osiaguxu49d7zwkunvgx3 trademark & branding docid\ gtznscdpo2jytngjctl65 patents docid\ byobjihmiqu r9mwqmrd2 contracts basics docid\ njt8tgvu5usbq4vwdu9k types of contracts docid\ oejhov6j8e0s6pket8q9u hiring docid\ hq1emxfa gzcaxf0fqmg firing docid\ cwsf6asop lx5mtqhqoe4 distinction between employees and freelancers docid\ v7muiowtfso1x63ctyv9u as the company develops, the ceo / cfo / coo / cto guidelines listed below become applicable ceo / cfo / coo / cto c level executives need to have a complete view of the company's legal landscape while we recommend that all c level executives become familiar with the lexr standard master checklist docid\ gucunxir7gv4js4ogalcs , we suggest that all other elements of this guide be divided among them based on the internal organization of responsibilities within the company for example, if the cto is the inventor of the technology, they should be familiar with patents docid\ byobjihmiqu r9mwqmrd2 ; if the coo is handling hr topics, they should read the hr docid\ khly0hzx8e5s8ye5igx6b chapter, etc investors as an investor, you can use our lexr standard master checklist docid\ gucunxir7gv4js4ogalcs to findout what to look for in your due diligence in addition, the most important topics are those that affect the cap table, such as share transfer docid 7qcaqzr0euqqgzrrwo49q cla & safe docid\ mugqdswvlga2ud1sgmxhm financing round docid\ emkbuogq yzsmhiuu0qd term sheet docid\ kq6szhkmriwrewqndvz26 investment agreement docid\ hhz 3ts289iwslmz3opb1 shareholders' agreement (sha) docid\ klevxtla0hb4w mlgdyag capital increase docid\ d6twtaykbvxzvtixlkaee m\&a docid\ qkwc9vewtmlhivnnxabvg esop/psop docid\ h4fpzvdxgadve7pmeltac board members as a board member, you should have an overview of the issues and be familiar with the areas where your help is needed and where you may be personally liable this includes lexr standard master checklist docid\ htazw9bke1yrjjc3ppfp9 corporate housekeeping docid\ h99 1yi4yhqefw5o741hv data protection basics docid 1yx11y4y4gp8 kbznuiw8 distinction between employees and freelancers docid\ v7muiowtfso1x63ctyv9u hr as hr lead, you need to understand all hr related topics, which are the following employees & privacy docid\ hmgez6yft7quzt4zrknu6 employment agreement docid\ sf xv0dnlo4hqqksstlqg freelancer agreement docid\ end4rzd1gl19fpgzsv3ji distinction between employees and freelancers docid\ v7muiowtfso1x63ctyv9u terminate an employment agreement docid\ icikcidbeomr o83stf9y terminate a freelancer agreement docid\ p5kpsloeaunhgssmc1au9 compensation salary, bonus, expenses, equity participation docid\ x0zgjj6oketvozzdm hkm esop/psop docid\ h4fpzvdxgadve7pmeltac work permits for employees docid\ cebqvm7gqlubs8frjokel work permits for students docid\ di5natanitr72ycrdhlnb remote work docid 6k 9kim4fcuklau7o8yhm sales & marketing as a sales or marketing lead, you need to understand what contracts are needed and how to use them it is also important to understand how your assets are protected and can be used these are important topics basics docid\ njt8tgvu5usbq4vwdu9k types of contracts docid\ oejhov6j8e0s6pket8q9u contract review & negotiation docid\ oiygztu3dmhpgquqbc6mp contract drafting docid\ dnxvk91 hhqf4cfggihwv copyright & licensing docid\ e9ctc rmisvgcktzlfk5l trademark & branding docid\ gtznscdpo2jytngjctl65