Software Startup IP Audit Checklist for Seed and Series A: Ownership, Open Source, Brand Clearance, and AI Risk
A practical IP audit checklist for software startups heading into seed or Series A diligence, with focus on ownership, open source, trademark clearance, patent strategy, and AI inputs.
Startup Tax Trap Checklist Before Fundraising: Entity Choice, Equity, and Worker Classification That Won’t Blow Up Diligence
A practical founder-side tax checklist covering entity choice, equity compensation, and worker classification before your next financing or diligence request.
Startup Equity Compensation Decision Matrix: When Restricted Stock, ISOs, NSOs, or RSUs Actually Fit
A stage-based founder guide to choosing restricted stock, options, or RSUs without walking blindly into 83(b), 409A, AMT, or withholding surprises.
Software Startup IP Diligence Checklist: Chain of Title, Open Source, AI, and Filing Priorities
Software-company IP diligence is usually about ownership discipline, open source process, and AI/data controls. This checklist gives founders a practical framework and a copy/paste internal diligence list.
PIIA for Startups: Diligence Issues, State-Law Flags, and an Educational Starter Form
A strong PIIA helps prove the company owns the work being created by the people building the business. This article focuses on diligence issues, state-law flags, and includes an educational starter form.
Startup Tax Setup Before the First Priced Round: Entity Elections, Equity Tax Traps, and Contractor Classification
Before the first priced round, founders should pressure-test entity elections, equity tax process, and contractor classification. This guide gives a practical startup tax framework and copy/paste checklist.
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