Legal and Investor Files

How Suvitt handles Legal and Investor Files

Suvitt keeps legal and investor documents organised with clear owners and follow-up.

This is coordination work, not legal advice. Suvitt keeps the files, requests, versions, approvals, and open points organised so the founder is not searching for documents when an investor, lender, lawyer, or board member asks.

For investor readiness, the goal is simple: the data room should show clean finance, compliance, payroll, contracts, board records, and key company documents before diligence pressure starts.

Recurring work is managed through a monthly operating setup covering finance, compliance, payroll, legal coordination, reporting, and investor files. Focused advisory work can also be scoped when a fundraise, transaction, lender discussion, or board decision needs deeper support.

What this covers

• Contracts, NDAs, engagement letters, and version tracking
• Open legal points with owner, status, deadline, and next action
• Board papers, approvals, resolutions, and supporting documents
• Investor, lender, or diligence request lists
• Data-room folders for finance, compliance, payroll, legal, and governance files
• Coordination with lawyers, founders, finance, and external advisors

How the work runs

• List the documents, requests, deadlines, and owners.
• Create folders and trackers for open points and final files.
• Coordinate follow-up with lawyers, advisors, and internal owners.
• Keep the data room and board files updated as items close.

Founder questions it helps answer

• Which investor or lender requests are still open?
• Which contracts or board papers need review, signature, or filing?
• Which diligence files are missing, outdated, or inconsistent?
• What should be cleaned before sharing the data room?

Good fit when

• Investor or lender requests are coming in.
• Contracts and board papers are scattered.
• Legal follow-up needs a clear owner.
• The company is preparing for diligence, funding, or board review.

What you get

An organised file list, open-point tracker, owner list, data-room status, and follow-up notes.