PolysharesPolyshares Check your data

THE CONTRACTS QUESTION

Your obligations set the boundary, and we build the scope inside it

Almost every firm that asks assumes confidentiality obligations end the conversation. Usually they narrow it instead. Scope is defined around what you are free to license, before anything is signed and before anything moves.

Check your data Six questions, roughly two minutes.
Scope built inside your obligationsAgreed before signature, not afterNothing moves until it is settled

THE OBLIGATIONS QUESTIONS

What firms ask before involving counsel

Our engagement letters have confidentiality clauses. Does that end it?

Rarely. It narrows scope. Internal method, training material and the firm's own reasoning are frequently unencumbered, and anonymization addresses much of the rest.

Do we need client consent?

That depends on your terms and jurisdiction, and it is your call to make. We build scope around what you are free to license rather than the reverse.

Who decides what is in scope?

You do. What is not in scope is not licensed, and that is written into the licence before signature.

Should we involve counsel?

If you would for any licence, yes. The document is a licence to defined operational data, not a sale and not a financing.

THE TRACK RECORD

Principals, not intermediaries

“Raised $7.5M across venture and private equity rounds and brought an institutional asset manager onto the cap table.”
Nathan MathewsPartner
“Eight acquisitions closed, $100M+ revenue across businesses built with partners, $21M raised.”
PolysharesAcross the group

HOW THE BOUNDARY GETS DRAWN

Four questions that settle what is in scope

This is the work of a conversation, not a legal project. It is also why we review before we price.

What do you own outright

Internal method, templates, training material and the firm's own correspondence usually sit here.

What is client-encumbered

Deliverables and matter-identifiable material, which either stays out or is handled through anonymization.

What varies by engagement

Older or lighter-touch engagements frequently carry fewer restrictions than your standard terms suggest.

What you simply will not include

Your judgement call, and it is respected without argument. What is not in scope is not licensed.

THE ORDER OF OPERATIONS

Nothing is accessed until the boundary is agreed

  1. 01

    Six questions

    What systems exist and roughly what is in them. No access, no sharing, no obligation.

  2. 02

    Boundary conversation

    We work out together what you are free to license. This happens before any review of actual material.

  3. 03

    Scope written into the licence

    The licence names what is covered. What sits outside it is not licensed and does not become ours later.

  4. 04

    Then review, price, and pay

    Typically $100K to $2M, papered within a week, paid Net 30 to 60 after approval and anonymization.

Check your data

SPEAK WITH A MANAGING PARTNER

Find out what your obligations actually permit

Six questions and a conversation about where the line falls. Nothing you tell us leaves Polyshares.

Check your data