SETsquared Surrey Startup Operations & Compliance Clinic: Investor Docs
Bi-Monthly SETsquared Surrey Compliance Clinics focusing on providing practical guidance & signposting on the relevant topic by our mentors.
SETsquared Surrey Startup Operations & Compliance Clinic: Investor Documentation
Strong operational processes and well-maintained documentation can help startups manage investment activity more efficiently and professionally. This clinic focuses on the practical administration associated with investor documentation and governance housekeeping.
Book a 30-minute 1:1 Zoom appointment with a SETsquared Surrey mentor or professional services contact to discuss areas such as:
- Signing and witnessing documentation
- Cap table management considerations
- Governance housekeeping
- Maintaining investor records
- Organising documentation during fundraising activity
This clinic is suitable for founders preparing for investment rounds or reviewing internal governance processes.
Appointments are limited to four companies and will be allocated on a first come, first served basis.
Date: Wednesday, 2 December
Time: 10:00–12:00
Location: Zoom
Please note: this clinic does not provide legal advice or investment advice.
