Set the pilot objective
Agree the sponsor’s goals, three companies and the review scope.

Give a small group of portfolio companies a practical legal starting point. A fund, accelerator or enterprise programme can commission a paid three-company pilot combining individual reviews with shared education.
Discuss a three-company pilotAgree the sponsor’s goals, three companies and the review scope.
Establish each company’s instructions, conflicts, confidentiality and reporting arrangements.
Assess the agreed materials and prepare a practical action plan for each company.
Deliver shared education and office hours, then agree any further company-specific work.
Assuming the sponsor is automatically entitled to a company’s advice or documents
Beginning reviews before instructions and conflicts are resolved
Turning office hours into an undefined continuing retainer
Treating a baseline review as execution of a funding round or transaction
Each company’s legal work and confidentiality arrangements are agreed before review. A sponsor does not automatically receive company documents or legal advice. Transaction execution, disputes, formal legal opinions and additional companies are separately scoped.
Send a non-confidential enquiryThe engagement structure is agreed expressly before work begins. Company-specific advice requires the appropriate instructions, conflicts checks and confidentiality arrangements. Sponsorship alone does not resolve those questions.
Reporting is agreed in advance with appropriate participant consent. Individual advice, privileged material and company documents are not automatically shared with the sponsor.
Yes, through a separately agreed scope after reviewing the pilot’s needs, delivery capacity and timetable.