GBL Set Up
This document is used to request a bank account
What is an SS-4
For the Assure Labs solution, these two things are automatically requested via the API.
Assure files almost all of our entities with this state.
What is Delaware?
Only clients on these solution levels are allowed to edit their fund documents.
What are Standard, Venture, and VC Elite?
This animal can apply 5,000 pounds of pressure per square inch, making it the strongest bite of any animal in the world
What is the crocodile?
This status on Legacy triggers a workflow to send out the SS-4
What is Onboarding
This convention is used to optimize the API's requests to LegalInc for Assure Labs
What is the naming convention?
This company is who Assure uses as our registered agent
What is LegalInc?
This team reviews custom documents.
What is Compliance?
This clothing item was first designed in 2002 with the intention of being boating shoes.
What are Crocs
This process can take up to one week to be completed
What is bank account creation?
Clients can make changes to most deal details until initiating a close, with these two exceptions.
What are Exceptions Reg D type and QP status
These two entities are filed directly with the state.
What is Master Entity and Regular Entity?
A client wants fully customized documents, these solutions are the only ones that allow them to do this
What are Venture and VC Elite?
In 1996 this famous catchphrase was said for the first time on tv by the late Steve Irwin on his show "Steve Irwin, Crocodile Hunter"
The SS-4 has these two functions.
What is requesting a bank account and requesting the EIN from the IRS
This process can take up to two weeks to complete.
What is custom fund document review?
Entity that does not have a COF
What is the series entity?
This process is outside of our SOW to do with fund documents.
What is making changes/reviewing draft documents?
A popular colloquialism to display insincere or a false display of emotion.
What is to cry crocodile tears
Without these, Glassboard won't be able to native read customized documents and on platform signing will no longer be an option.
What are Assure's signature pages
These five items are needed if the client is bringing in a custom master entity
What are:
Master entity name
Address for Master Entity
Phone number
Email Address
Arbitration City/State
This entity does not hold any assets and Assure always has to be manager regardless of the clients solution level.
What is the Master Entity?
This team integrates approved custom documents on GB2 to the organizer's profile
What is Compliance?
While the crocodile is the largest reptile on earth, this animal is a close second.
What is a sea turtle