Ensuring a company has all legal and financial documentation complete and fully executed in one location has been an important and indispensable need for companies since the days that they were literally handled by staff in the “back office.” In today’s digital world Lexiam will help organize your documentation and ensure its complete, organized and easily accessible for the owners and executive team.

Specific services include:

• Maintain digital storage of all legal and financial contracts

• Manage investor-facing data rooms

• Prepare, distribute, and follow up on template agreements (provided by Legal).

• Store corporate governance documents

• Maintain and update financial records

• Distribute and archive staffing and HR documents

• Administer and maintain stock option and employee incentive plans

• Keep cap table up-to-date