Free

The desk's working files, free.

Two tools that run on this page, three templates you can read and copy on the page, six guides. They are the method the desk uses to route, engage and protect every relationship the group opens, written so a partner, a principal, an investor or a journalist can use it alone.

Tools that run here

• Which company do you need?Four questions and the page shows the company in the group that would contract your matter, and why.Open
• Partnership readiness checkTwelve yes or no answers to a score, the gaps and what to prepare before writing to a group.Open

Templates on the page

• Partner briefThe one-page brief the desk reads first: who you are, what you bring, which company it concerns, what you want signed.Open it free
• Mandate briefThe headings of a mandate as the group writes them: scope, exclusivity, term, parties, fees, what the holder may and may not do.Open it free
• Press facts sheetThe group's facts, dates, entities and contacts on one sheet, for a journalist, a host or a programme team.Open it free

Guides

• How a partnership with the group startsFour moves, one working day to a reply, two documents before any introduction.6 min
• NCNDA, explainedTwo promises on one page: keep it private, and do not go around the introducer.7 min
• What a mandate isWritten authority, a defined scope, a term, and a holder who reports.6 min
• Memoranda under NDAInterest first, suitability second, NDA third, then the document.7 min
• How the group is structuredOne Ontario parent, entities where the licences are, contracts where the work is.6 min
• Press and speaking with the founderOne address, one business day, facts with sources.5 min