Legal

• [ ] CEO title change
  • Permanent CEOs: All corporate officer titles will be transferred to the CEO other than CTO and Secretary. OCV representative will retain Secretary title until the company closes its Seed round. This is to help facilitate an orderly wind down process just in case.
  • Interim CEOs: Only transfer CEO title.
  • Legal team requires a copy of CEO offer letter and employment agreement.
• [ ] Access to CapTable management platform

Finance

• [ ] Access to all finance systems including approver status to all company expenses
• [ ] Update Company signer for bank accounts
  • May require KYC materials such as ID and address verification
• [ ] Monthly meeting with Finance & Accounting Team

People Ops

• [ ] Access to ATS and EOR systems
• [ ] Walk through standard recruiting process and procedures: Recruiting for OCV Companies

Other Systems

• [ ] Company LinkedIn and other social media accounts
• [ ] Company mailbox
• [ ] Company workspace and shared drives
• [ ] OCV Founder Group chat
• [ ] Recurring meeting invites