STEP 01
Tell us where to send it
Name, company, title, and work email first, so your summary can be routed and delivered correctly.
learn.schellip.com5-minute audit · 12 questions
Find the diligence friction that drags down your valuation.
When you raise, sell, or take on a strategic partner, the buyer's lawyers go looking for problems — and every unsigned assignment, messy cap table, or unenforceable contract becomes a price cut, an escrow holdback, or a stalled deal. This audit finds that friction now, while you still have time to fix it on your terms.
How it works
Twelve questions. Five diligence areas. One friction map.
STEP 02
Answer 12 questions
Quick multiple-choice on your corporate records, IP, contracts, people, and data practices.
STEP 03
See your map
A five-area friction map with color-coded zones and your highest-priority cleanup items.
STEP 04
Get the summary
Your map and prioritized actions render inline and are queued for email follow-up.
The five areas
Where deals slow down, shrink, or die.
Diligence friction rarely kills a deal outright — it quietly costs you leverage, valuation, and time. These are the five areas a buyer's or investor's counsel probes first.
A · Corporate & cap table
Is the company clean on paper?
Equity, options, SAFEs, notes, minutes, and consents all need to reconcile. A messy cap table or stale records is the first thing diligence finds.
B · IP ownership
Do you actually own your IP?
If founders, employees, or early contractors never assigned their work, the company may not own its core IP — a classic valuation hit or deal-breaker.
C · Contracts & customers
Will your contracts survive a sale?
Signed, current, assignable agreements with clean change-of-control terms — and no surprise concentration or exclusivity — keep a deal moving.
D · Employment & people
Are your people agreements compliant?
Enforceable, Colorado-compliant covenants and clean contractor classification keep employment off the issues list.
E · Data & privacy
Can your data practices withstand scrutiny?
A real privacy posture — aligned with applicable law and clean on AI and vendor data rights — is increasingly central to diligence.
What you receive
A map you can act on before you go to market.
- Friction score across five diligence areas, color-coded
- Your three highest-priority cleanup items, ranked
- Plain-English notes on what buyers and investors look for
- A summary delivered through the approved follow-up workflow
- Optional consultation with Jeff in two clicks
Jeff Schell
Managing Partner, Mountain West · Whiteford Taylor & Preston · Patent Attorney · AI Advisor
Jeff Schell is Managing Partner of Whiteford's Mountain West practice. A former two-time founder, venture investor, and patent attorney, he helps Colorado companies get diligence-ready and connects them into Whiteford's corporate, M&A, private-capital, and IP resources.