Learn corporate records, equity, and governance

What a minute book is, what belongs inside, the requirements across Canada, the US, and the UK, paper versus digital, how to maintain one, and how minute books fail under diligence.

How the Delaware (DGCL) and Canadian (CBCA and provincial) regimes differ on records, inspection rights, beneficial ownership, retention, and director residency, and what that means for cross-border startups and holdcos.

What a holdco structure is, why founders use one, how records multiply across the group, intercompany transactions, the Section 85 rollover, governance, and how holdco groups fail under diligence.

What a SAFE is, how it differs from a convertible note, caps and discounts, how conversion and dilution work, the Canadian securities and tax wrinkles, and how to record SAFEs in your corporate records.

What a cap table is, what belongs on it, why the share register is the source of truth, how dilution, option pools, and SAFEs work, and how to keep your cap table clean from incorporation to priced round.