Questionnaire
Project Atlas - 20 questions
72%
Overall Progress
20
Total Questions
11
Answered
1
Flagged
78%
Quality Score
Corporate Structure
3 questions
Please provide a current organizational chart showing all subsidiaries and affiliates.
Organizational chart provided as attachment.
List all jurisdictions where the Company is qualified to do business.
Delaware (incorporation), California, New York, Texas, Florida.
Provide copies of all stock certificates and the stock ledger.
Intellectual Property
3 questions
Provide a schedule of all patents, trademarks, and copyrights owned by the Company.
Are there any pending or threatened IP infringement claims?
No pending or threatened claims.
Provide all invention assignment agreements with current employees.
Agreements provided for engineering team.
Follow-up: Please also provide agreements for product and design teams.
Material Contracts
4 questions
Provide copies of all customer contracts with annual value exceeding $100,000.
Identify any contracts with change of control provisions.
Review in progress.
Follow-up: Please expedite - this is critical for transaction timeline.
Are there any contracts that are material to the business that are not in writing?
Provide all vendor contracts with annual spend exceeding $50,000.
Employment & Benefits
4 questions
Provide a list of all employees with title, hire date, and compensation.
Provide copies of all employment agreements for executives.
Describe all employee benefit plans currently in effect.
401(k) and health insurance details provided.
Follow-up: Please also provide details on equity incentive plans.
Are there any pending employment-related claims or disputes?
Financial & Tax
4 questions
Provide audited financial statements for the past three fiscal years.
Provide copies of all federal and state tax returns for the past three years.
Are there any ongoing tax audits or disputes?
Provide a schedule of all outstanding debt obligations.
Litigation & Disputes
2 questions
Provide a schedule of all pending or threatened litigation.
No material litigation pending. Schedule attached shows minor matters.
Are there any governmental investigations or inquiries?
None.
Gap Analysis
11
Complete
2
Partial
6
Missing
1
Issues
Items Requiring Attention:
Provide all invention assignment agreements with current employees.
Please also provide agreements for product and design teams.
Identify any contracts with change of control provisions.
Please expedite - this is critical for transaction timeline.
Describe all employee benefit plans currently in effect.
Please also provide details on equity incentive plans.