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Partnership Process

How We Partner

A phase-by-phase guide to equity partnerships with Takeeda: documents, timelines, and expectations from first contact to co-founding.

Partnership Journey Overview

From first contact to co-founding: What to expect at each stage

1. Pre-Engagement

Days 1-7

Documents

No documents required

  • Submit questionnaire
  • Initial call
  • Fit assessment

2. Evaluation Phase

Weeks 1-2

Documents

Mutual NDA

  • Deep-dive discussions
  • Technical validation
  • Partnership terms exploration

3. Partnership Formation

Weeks 3-6

Documents

LOI, Prior Inventions Schedule, Term Sheet

  • Draft equity terms
  • Document existing IP
  • Finalize structure

4. Legal Execution

Weeks 7-8

Documents

Operating Agreement, IP Assignment, Board docs

  • Sign formal agreements
  • Entity setup (if needed)
  • Kickoff planning

5. Active Partnership

Ongoing

Documents

Invention Disclosures (as needed)

  • Sprint execution
  • Milestone tracking
  • Board meetings

Total Timeline: 6-8 weeks from first contact to active partnership

Phase 1

Pre-Engagement

Initial exploration with no commitments or formal documents

This is the exploratory phase where we determine if there's a mutual fit. It includes:

  • Questionnaire submission via our contact page (optional but recommended)
  • Initial call (30-60 min) to discuss your venture, goals, and partnership expectations
  • Fit assessment where we evaluate alignment with our thesis and capacity

Your information is treated as confidential even without formal NDA (see our confidentiality policy).

Phase 2

Evaluation Phase

Deep-dive discussions with mutual NDA protection

The mutual NDA is signed at the start of the evaluation phase, before we:

  • Discuss detailed technical architecture, code, or proprietary systems
  • Share sensitive business metrics, customer details, or competitive intelligence
  • Review intellectual property, patents, or trade secrets
  • Begin formal partnership term discussions

The NDA is mutual, protecting both Takeeda and you equally.

Phase 3

Partnership Formation

Formalizing terms, documenting IP, and structuring the partnership

The LOI is a non-binding document that outlines the partnership in broad strokes:

  • Proposed equity split range (e.g., "15-25% to Takeeda")
  • Roles and responsibilities (e.g., "Takeeda: Technical + Strategic Co-Founder")
  • Timeline and milestones (e.g., "MVP in 12 weeks")
  • Board structure intent (e.g., "Board seat for Takeeda founder")
  • Exclusivity period (e.g., "45 days to finalize terms")

Why non-binding? It allows both parties to test the waters and refine terms before committing legally.

Phase 4

Legal Execution

Signing formal agreements and finalizing structure

This is the binding legal document that governs the partnership. It includes everything from the Term Sheet plus:

  • Governance: How decisions are made, board structure, voting rights
  • Roles and duties: Responsibilities of each co-founder
  • Capital contributions: What each party is contributing (equity, cash, sweat equity, IP)
  • Distributions: How profits are distributed (if applicable)
  • Transfer restrictions: Can you sell your shares? Under what conditions?
  • Dispute resolution: Mediation, arbitration, buyout provisions
  • Dissolution: What happens if the venture needs to wind down
Phase 5

During Active Partnership

Ongoing processes and documentation requirements

  • Invention Disclosures: As significant IP is created (quarterly or as-needed)
  • Board meeting minutes: If a board is established (typically quarterly)
  • Milestone tracking: Progress against vesting milestones or OKRs
  • Financial reports: If equity vesting is tied to financial milestones
Exit Scenarios

Partnership Transitions & Exits

What happens when the partnership ends or transitions

The Operating Agreement will outline exit provisions. Typical scenarios:

  • Voluntary departure: Unvested equity is forfeited; vested equity may be subject to buyback rights
  • For cause termination: All equity (vested and unvested) may be forfeited per the agreement
  • Mutual separation: Negotiated exit with potential equity retention

Key question: Does the departing party retain board seat, IP access, or consulting rights? This is negotiated case-by-case.

Still Have Questions?

We're happy to discuss any aspect of the partnership process before you commit. Reach out via our contact page or email us directly.