Frameworks for corporate records, governance, and equity infrastructure.
Citable analytical artifacts for founders, counsel, boards, and operators. Each piece is a reference document, structured for use as a shared vocabulary across a corporation, its board, its advisors, and its acquirers.
About this research
Each piece is built around three commitments: a versioned methodology you can challenge or extend, real statute citations rather than vendor talking points, and a structure designed for citation in counsel memos, board materials, and diligence reports.
Written for founders deciding when to invest in records, counsel advising on governance, boards setting the operating cadence, and acquirers running diligence at scale.
New research published quarterly. Existing pieces reviewed every six months and on material statute or methodology changes.
Each page shows its publication date and last-reviewed date in the article header. Reviews update the dateModified; substantive methodology changes bump the version number.
The Governance Maturity Framework
A four-tier model for evaluating private-corporation governance across seven dimensions: corporate records, share register integrity, board cadence, beneficial ownership, equity discipline, statutory filings, and diligence readiness. Open methodology, scored 0 to 100, with a floor rule for Institutional placement. Citation-ready, applicable across CBCA, DGCL, and Companies Act 2006 jurisdictions.
Governance Maturity Benchmark 2026
The first benchmark study applying the Governance Maturity Framework to private corporations. Tier distribution, dimension-by-dimension findings, the most common gaps, and cuts by stage and jurisdiction. Implications for founders, counsel, investors, and boards.
The Corporate Records Maturity Framework
A five-stage model for evaluating how a private corporation manages its records, from ad-hoc to diligence-ready. For each stage: observable signals, common failure modes, the diligence outcome, and the operational playbook for moving up. A shared vocabulary for founders, counsel, boards, and operators.
The Diligence Failure Taxonomy
Seven structured ways corporate records fail under diligence: incomplete authorization, ownership-record drift, unenforceable transfer history, IP leakage, dormant filing decay, conflict-of-interest blind spots, and convertible-instrument ambiguity. For each: producing conditions, surfacing documents, remediation, and diligence outcome.
Cross-Jurisdiction Governance Comparison
Structured comparison of CBCA, DGCL, and UK Companies Act 2006 across nine governance dimensions: written consent, director residency, inspection rights, beneficial ownership, share certificates, conflicts, annual meetings, audit, and dissolution. A reference document for cross-border governance.
Octelligence is the records system the maturity framework describes at Stage 4 and Stage 5: register, certificates, cap table, and resolutions as a single integrated record.