General Information

Tasks

Add New Tasks
Hidden Tasks
All Tasks
Overdue tasks
# Subject Description Edit Assigned to Expected completion date Completed Location in Pre-Data Room or Data Room (URL, location description, etc.)
1 Options A schedule of all options, warrants, rights and any other potentially dilutive securities with exercise prices and vesting options tom wertz Mar 27, 2023
https://docs.google.com/document/d/wxyz
2 DBA & AKA List any DBA (doing business as), AKA (also known as) and any fictitious name filings for the past 10 years Andy White Mar 20, 2023
https://docs.google.com/document/d/1234
3 Number List the number of authorized and issued stock or owners interests joe green, CPA Mar 12, 2023
https://docs.google.com/document/d/asdf
Incomplete tasks
# Subject Description Edit Assigned to Expected completion date Completed Location in Pre-Data Room or Data Room (URL, location description, etc.)
1 Articles, Bylaws Articles or certificates of incorporation or organization including bylaws and operating agreements of the company and any subsidiary as originally filed john edwards, esq. Apr 5, 2023
https://docs.google.com/document/d/asdfasdfasdf
2 Names A schedule of the names and resumes of the current officers, directors and other key employees of the company tracy lowe Apr 24, 2023
https://docs.google.com/document/d/asdfasdf
3 Minutes Minutes, resolutions and written consents of shareholders, directors and officers for the past five years john edwards, esq. Apr 11, 2023
4 Stock, Owners Copy of the stock ledger and stock transfer certificates. List of all owners of the company lynn johnson May 9, 2023
https://docs.google.com/document/d/1234
5 Foreign List of foreign countries in which the company and its subsidiaries are authorized or registered to do business tyson hachtel Apr 12, 2023
https://docs.google.com/document/d/234234
6 Buy-Sell Copy of all buy-sell agreements and any owner agreements kevin thomas Apr 24, 2023
7 Locations List all locations the company has operated in during the past 10 years tracy lowe Apr 12, 2023
https://docs.google.com/document/d/asdf
Completed tasks
# Subject Description Edit Assigned to Expected completion date Completed Location in Pre-Data Room or Data Room (URL, location description, etc.)
1 Structure A diagram of the organizational structure of the company and any subsidiaries or affiliates, including percentage ownership of voting securities of any subsidiaries tracy lowe Mar 15, 2023
https://docs.google.com/document/d/asdf
2 Name Changes List the original name of the company and any name changes during the past 10 years john edwards, esq. Mar 29, 2023
https://docs.google.com/document/d/qwerty
3 Agreement Any agreement related to voting, issuance of equity, registration rights, preemptive rights, rights of first refusal or option rights of the company and its subsidiaries. fred smith, cPA Apr 5, 2023
https://docs.google.com/document/d/56789
4 Rights List the rights of each class of stock or owners interests Sharon fleming Mar 21, 2023
https://docs.google.com/document/d/1234