Free diagnostic · No sign-up required

Corporate records health check.

Ten honest questions about how you actually manage your corporate records today. You get an instant score and a written breakdown of where you’d hold up under diligence — and where you wouldn’t.

Takes about 2 minutes
Covers minute book, share register, certificates, annual filings, and access discipline
Score appears immediately — no email required
Optional emailed PDF with the full diagnosis and next steps

Start the check

Optional · Get the full diagnosis

Email me a PDF with the full breakdown.

We’ll send a written report with each question, your answer, what it means, and the specific fix — useful for sharing with your co-founder, board, or counsel.

What the check covers

The five areas where corporate records quietly break.

Companies don’t usually fail diligence on one big problem. They fail on the accumulated weight of small inconsistencies. The health check looks for the patterns we see repeatedly when records go bad.

Minute book completeness

Are board resolutions, shareholder consents, and director changes recorded promptly — or are there gaps spanning months or years?

Share register accuracy

Does your register match the cap-table model, certificate sequence, and tax basis — or are there silent discrepancies?

Certificate discipline

Sequential numbering, cancellation records, and verifiability — or a folder of PDFs that may or may not match the register?

Filing currency

Are annual returns and statutory filings current across all jurisdictions, or are there overdue filings quietly accumulating?

Access & audit trail

Can you produce a clean audit log of who viewed, modified, or signed each record — or is it “ask the office manager”?

After the score

A score is a starting point, not a solution.

The check tells you where things stand. Fixing it is its own project: reconstructing gaps, reconciling the register against certificates, catching up on filings, and building a system that keeps records correct from here forward. Octelligence does all of that from a single platform.

See Digital Corporate Records

FAQ

Common questions

Each question is worth 10 points. You score 10 for the best answer, 5 for the “sort of” answer, and 0 for the worst. Final score is out of 100. Above 80 is genuinely diligence-ready; 50–80 is the typical mid-stage company with fixable gaps; below 50 means there’s real work to do before a diligence event lands.

No. It’s a self-diagnostic. It doesn’t inspect your actual records and it can’t catch the discrepancies a real diligence team would surface. Use it as an honest gut-check on where you stand — not as a substitute for an actual records review.

Pick the more pessimistic of the options. The cost of being too optimistic and discovering a gap during diligence is much higher than the cost of being a little hard on yourself here. If you’re unsure whether your minute book is up to date, the answer is “no.”

Not unless you submit the PDF request. The score and the breakdown happen entirely in your browser. If you do request the PDF, your answers are sent so we can include the per-question breakdown in the email.

Three things, in order: (1) Reconstruct what’s missing — usually with help from counsel. (2) Reconcile the register, certificates, and cap table so they agree. (3) Move to a system that keeps them in sync going forward. Octelligence is built for that third step; for the first two, a corporate-records lawyer is your best partner.

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